SugarCRM Administrator Fundamentals Student Guide

10,292 views

Published on

http://bit.ly/ChoosingCRMpartner - - - - - Download our FREE Whitepaper that discusses the keys to choosing the right CRM Implementation partner.

Course Goals

Administrator Getting Started

Navigate the Sugar Admin page

Configure common system settings

Add your company logo to your Sugar system

Understand Module Loader

Implementing Users, Teams and Roles

Understand user types, create, edit, activate, and deactivate and reassign users in Sugar

Understand team characteristics, create teams, assign users to teams, manage team information and create and manage team notices

Define role characteristics, create roles and set privileges, duplicate roles

Using Sugar Studio

Perform basic customizations to the screen layout and mobile layout of a given module

Create custom fields for a given module

Edit dropdown values for a standard field or a custom field

Restore to a previous version of a screen layout

Using Module Builder

Understanding module packages

Develop custom modules

Manager custom fields

Create module relationships

Organize module layouts

Deploy modules

Configuring Email Settings

Schedulers

Configure inbound email settings for a personal mailbox

Configure inbound email settings for a group mailbox

Configure outbound email settings for system notifications

Configure outbound email settings for a user

Manage email queue

Considerations for email campaigns

CreatingEffective Workflows

Understand when to use Sugar workflow

Configure your system to enable workflows

Utilize the Sugar workflow components such as conditions and alerts

Configuring Tracker Settings

Configure Tracker Home Page

Create Tracker Reports

Configure Tracker Settings

Managing Connector Settings

Set Connector Settings

Enable Connectors

Map Connector Fields

Manage Connector Search

Password Management

Setting Password Requirements

Editing Email Templates

Setting Link Expiration

Managing User-Generated Password Expiration

Editing Login Lockout

Enabling Captcha Validation

Published in: Technology, Business
1 Comment
12 Likes
Statistics
Notes
  • If you want some customization in SugarCRM or addons
    http://www.enjayworld.com/blog/store#!/SugarCRM-Addons/c/9156247/offset=0&sort=normal
    Contact on
    Email:krutarth.patel@enjayworld.com
    Linkedin:in.linkedin.com/pub/krutarth-patel/9a/310/736/
    Skypeid:enjayconnectors
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
No Downloads
Views
Total views
10,292
On SlideShare
0
From Embeds
0
Number of Embeds
461
Actions
Shares
0
Downloads
0
Comments
1
Likes
12
Embeds 0
No embeds

No notes for slide

SugarCRM Administrator Fundamentals Student Guide

  1. 1. SugarCRMAdministrator Fundamentals Student Guide v. 6.0 1
  2. 2. Sugar University Sugar Administrator Fundamentals Introduction Sugar Administrator Fundamentals Introduction v 6.0 ©2008-2010 SugarCRM Inc. All rights reserved. 1 Learning Objectives This session will enable you to Understand the goals, approach, and agenda for this class Understand how to benefit from this class ©2008-2010 SugarCRM Inc. All rights reserved. 2 2 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  3. 3. Sugar University Sugar Administrator Fundamentals Introduction Logistics Course times Breaks Telephones Network access ©2008-2010 SugarCRM Inc. All rights reserved. 3 Course Goals These topics will enable to perform the following tasks: Administrator Getting Started Using Sugar Studio Navigate the Sugar Admin page Perform basic customizations to the Configure common system settings screen layout and mobile layout of a Add your company logo to your Sugar given module system Create custom fields for a given module Understand Module Loader Edit dropdown values for a standard field or a custom field Restore to a previous version of a Implementing Users, Teams screen layout and Roles Understand user types, create, edit, activate, and deactivate and reassign users in Sugar Understand team characteristics, create teams, assign users to teams, manage team information and create and manage team notices Define role characteristics, create roles and set privileges, duplicate roles ©2008-2010 SugarCRM Inc. All rights reserved. 4 3 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  4. 4. Sugar University Sugar Administrator Fundamentals Introduction Course Goals, Continued These topics will enable to perform the following tasks: Using Module Builder Creating Effective Workflows Understanding module packages Understand when to use Sugar Develop custom modules workflow Manager custom fields Configure your system to enable Create module relationships workflows Organize module layouts Utilize the Sugar workflow components such as conditions and alerts Deploy modules Configuring Email Settings Configuring Tracker Settings Configure Tracker Home Page Schedulers Create Tracker Reports Configure inbound email settings for a personal mailbox Configure Tracker Settings Configure inbound email settings for a group Managing Connector Settings mailbox Set Connector Settings Configure outbound email settings for system Enable Connectors notifications Map Connector Fields Configure outbound email settings for a user Manage Connector Search Manage email queue Considerations for email campaigns ©2008-2010 SugarCRM Inc. All rights reserved. 5 Course Goals, Continued These topics will enable to perform the following tasks: Password Management Setting Password Requirements Editing Email Templates Setting Link Expiration Managing User-Generated Password Expiration Editing Login Lockout Enabling Captcha Validation ©2008-2010 SugarCRM Inc. All rights reserved. 6 4 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  5. 5. Sugar University Sugar Administrator Fundamentals Introduction Online Agenda Day 1 Day 3 Introduction Review Administrator Getting Started Using Module Builder Implementing Users, Teams, Configuring Email Settings and Roles Recap Recap Day 4 Day 2 Review Review Creating Effective Workflows Using Studio Configuring Tracker Settings Recap Managing Connector Settings Password Management Review and Conclusion ©2008-2010 SugarCRM Inc. All rights reserved. 7 Course Approach Each topic has Walkthroughs of Sugar Lecture material and discussions Labs Training environment to work through labs Participant Guide contains Labs with questions and solutions SugarCRM Online Resources Up-to-date information ©2008-2010 SugarCRM Inc. All rights reserved. 8 5 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  6. 6. Sugar University Sugar Administrator Fundamentals Introduction SugarCRM Resources Sugar University Links to the Learning Session schedule and the Online Library for step-by-step learning guides Sugar Podcasts! At www.SugarForge.org Sugar Docs: end-user and administrator manuals SugarWiki: http://www.sugarcrm.com/wiki Sugar Support Wiki: a support knowledgebase with tips, tricks, and troubleshooting steps Sugar Developer Wiki: a developer knowledgebase with documentation for extending and customizing Sugar Sugar Forums: http://www.sugarcrm.com/forums/ Developer Zone: http://developers.sugarcrm.com ©2008-2010 SugarCRM Inc. All rights reserved. 9 How to Get the Most from This Class Be on time at the start of each session Turn off cell phones, IM, and email to allow you to fully focus The brain can only handle one thing at a time! Switch off monitor or lower laptop during lecture sessions Follow along in walkthroughs Complete each lab in the order and time allotted Ask questions! Participate!  ©2008-2010 SugarCRM Inc. All rights reserved. 10 6 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  7. 7. Sugar University Sugar Administrator Fundamentals Introduction Summary Now you know The goals, approach, and agenda for this course How to benefit from this course ©2008-2010 SugarCRM Inc. All rights reserved. 11 Sugar Administrator Fundamentals Introduction v 6.0 ©2008-2010 SugarCRM Inc. All rights reserved. 12 7 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  8. 8. Sugar University Administrator Getting Started Administrator Getting Started ©2008-2010 SugarCRM Inc. All rights reserved. 1 Learning Objectives Understand the key areas of information for Sugar Administrators Configure Sugars system settings ©2008-2010 SugarCRM Inc. All rights reserved. 2 Copyright © 2009 SugarCRM, Inc. 8 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  9. 9. Sugar University Administrator Getting Started Agenda Getting Friendly with the Admin Page Users Sugar Connect System Email Developer Tools Product & Quotes Bug Tracker Forecasts Contracts Questions and Answers ©2008-2010 SugarCRM Inc. All rights reserved. 3 Users User Management Team Management Role Management Password Management ©2008-2010 SugarCRM Inc. All rights reserved. 4 Copyright © 2009 SugarCRM, Inc. 9 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  10. 10. Sugar University Administrator Getting Started Sugar Connect License Management Provides access to your personal Sugar Support portal Create and Manage Cases View Knowledge Base Articles Browse Training Materials Access Sugar Forums Sugar Updates Online Documentation ©2008-2010 SugarCRM Inc. All rights reserved. 5 System Overall Maintenance of SugarCRM System Settings Themes Scheduler Shortcut Bar Upgrade Wizard Connectors Basic Configuration Sugar Feed Mobile View Offline Clients Tracker Backups PDF Locale Location Specific Currencies Diagnostic Tool Support Services Repair ©2008-2010 SugarCRM Inc. All rights reserved. 6 Copyright © 2009 SugarCRM, Inc. 10 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  11. 11. Sugar University Administrator Getting Started Email Email Settings Inbound Email Campaign Email Settings Manage Email Queue ©2008-2010 SugarCRM Inc. All rights reserved. 7 Developer Tools Studio Rename Tabs Module Builder Configure Tabs Module Loader Configure Subpanels Dropdown Editor Sugar Portal Workflow Management ©2008-2010 SugarCRM Inc. All rights reserved. 8 Copyright © 2009 SugarCRM, Inc. 11 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  12. 12. Sugar University Administrator Getting Started Product & Quotes Product Catalog Product Categories Product Types Manufacturers Shipping Providers Tax Rates ©2008-2010 SugarCRM Inc. All rights reserved. 9 Everything Else Bugs Forecasts Contracts ©2008-2010 SugarCRM Inc. All rights reserved. 10 Copyright © 2009 SugarCRM, Inc. 12 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  13. 13. Sugar University Administrator Getting Started Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 11 Quick Review Users Sugar Connect System Email Developer Tools Product & Quotes Bug Tracker Forecasts Contracts ©2008-2010 SugarCRM Inc. All rights reserved. 12 Copyright © 2009 SugarCRM, Inc. 13 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  14. 14. Sugar University Administrator Getting Started Administrator Getting Started ©2008-2010 SugarCRM Inc. All rights reserved. 13 Copyright © 2009 SugarCRM, Inc. 14 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  15. 15. Sugar University Implementing Users, Teams and Roles Implementing Users, Teams, and Roles Learning Objectives This section will enable you to… Understand user types, create, edit, activate, and deactivate users in Sugar Reassign records Understand team characteristics, create teams, assign users to teams, manage team information, and create and manage team notices Define role characteristics, create roles, and manage field-level access ©2008-2010 SugarCRM Inc. All rights reserved. 2 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 15
  16. 16. Sugar University Implementing Users, Teams and Roles Agenda Key Concepts Users Teams Roles Q&A Summary ©2008-2010 SugarCRM Inc. All rights reserved. 3 Key Concepts: User What is a User? A user is how Sugar identifies the people in your organization who utilize the Sugar system If you are not a user, you cannot access Sugar directly A user is how Sugar authenticates you into the system You must supply a valid username/password combination to be authenticated into Sugar A user can be assigned records within Sugar Accounts, Contacts, Opportunities, Leads, etc. Each user can set their own preference settings Date and time formats, display options, personal information, etc. ©2008-2010 SugarCRM Inc. All rights reserved. 4 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 16
  17. 17. Sugar University Implementing Users, Teams and Roles Key Concepts: Team What is a Team? A team is a grouping of users; users are members of a team Users can belong to multiple teams Teams are used to allow/restrict visibility to records Accounts, Contacts, Opportunities, Leads, etc. are assigned to a team If a user is a member of the same team that the record is assigned to, then the user can see the record Teams are a feature of Sugar Professional and Sugar Enterprise Not available in Sugar Community Edition; all users can see all records ©2008-2010 SugarCRM Inc. All rights reserved. 5 Key Concepts: Role What is a Role? A role defines the operations that can be performed within a module A role only takes effect for users who are added to the role Users can belong to multiple roles The most restrictive role prevails ©2008-2010 SugarCRM Inc. All rights reserved. 6 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 17
  18. 18. Sugar University Implementing Users, Teams and Roles Key Concepts How Do Users, Teams, and Roles Fit Together? Example: A sales person is a User, and belongs to the East Team and the Sales Role The sales person can logon to Sugar Can the sales person see a particular opportunity? Only if the opportunity is assigned to the East Team Can the sales person edit opportunities? Only if the Sales Role allows the Edit operation ©2008-2010 SugarCRM Inc. All rights reserved. 7 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 8 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 18
  19. 19. Sugar University Implementing Users, Teams and Roles Users ©2008-2010 SugarCRM Inc. All rights reserved. 9 Key Concepts – What is a User? A user is how Sugar identifies the people in your organization who utilize the Sugar system A user is how Sugar authenticates you into the system A user can be assigned records within Sugar Each user can set their own preference settings ©2008-2010 SugarCRM Inc. All rights reserved. 10 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 19
  20. 20. Sugar University Implementing Users, Teams and Roles Users - Active or Inactive Active users can Logon Be assigned records Count as a license (Pro + Ent) Inactive users cannot Logon Be assigned records, Count as a license (Pro + Ent) Why do not delete users? Keeps historical records valid Avoids orphaning records ©2008-2010 SugarCRM Inc. All rights reserved. 11 Users - Admins Multiple users can be granted Admin privileges Admin users gain access to the Administration area System Settings, Upgrade Wizard, Module Loader, User Management, Studio, Schedulers, Product Catalog, etc. Admin users bypass team security, and can view all records (Pro + Ent) Admin users count as a license (Pro + Ent) The original admin user can be re-named ©2008-2010 SugarCRM Inc. All rights reserved. 12 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 20
  21. 21. Sugar University Implementing Users, Teams and Roles Users - Other User Types Portal API users are for server-to-server authentication Cannot logon through login screen Only method for login is through SOAP API Do not count as a license (Pro + Ent) Group users are for inbound email group mailboxes Cannot logon Do not count as a license (Pro + Ent) ©2008-2010 SugarCRM Inc. All rights reserved. 13 Users - Creating Users Usernames must be unique, and no more than 20 alpha-numeric characters Last names (surnames) and passwords are also required for creating a user New users are sent notification with logon information This may be set up through Password Management A user cannot be selected to report to themselves New users are automatically added to the Global team (Pro and Ent only) A private team is automatically created for a new user, and the new user is automatically added to their private team (Pro and Ent only) Select Active or Inactive status ©2008-2010 SugarCRM Inc. All rights reserved. 14 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 21
  22. 22. Sugar University Implementing Users, Teams and Roles Users – Editing Users Users can modify many of their own preference settings Users can NOT modify: Status (Active/Inactive) User type (Admin, Group, Portal) Access to Offline Client Reports to Tabs removed from view by an Admin Team membership Role membership ©2008-2010 SugarCRM Inc. All rights reserved. 15 Users – Record Reassignment In cases where records must be transferred to new users Records may be assigned to teams as well The reassignment may be applied on any or all modules required ©2008-2010 SugarCRM Inc. All rights reserved. 16 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 22
  23. 23. Sugar University Implementing Users, Teams and Roles Demonstration Implementing Users ©2008-2010 SugarCRM Inc. All rights reserved. 17 Lab Lab #1: Implementing Users 15 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 18 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 23
  24. 24. Sugar University Implementing Users, Teams and Roles Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 19 Teams ©2008-2010 SugarCRM Inc. All rights reserved. 20 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 24
  25. 25. Sugar University Implementing Users, Teams and Roles Key Concepts: Teams What is a Team? • A team is a grouping of users; users are members of a team • Users can belong to multiple teams • Teams allow/restrict visibility to records • If a user is a member of the same team the record is assigned to, then the user can see the record • Teams are a feature of Sugar Professional and Sugar Enterprise only ©2008-2010 SugarCRM Inc. All rights reserved. 21 Teams - Record Assignment Teams handle record-level security Every record within Sugar may belong to one or more teams If a user belongs to the same team authorized to view a record, the user can access the record Otherwise, the user will see “Error retrieving record. You may not be authorized to view this record.” Admin users bypass team security and can view all available records ©2008-2010 SugarCRM Inc. All rights reserved. 22 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 25
  26. 26. Sugar University Implementing Users, Teams and Roles Teams are Buckets Jim Sally West Team North Team East Team Contact: Ann Smith Contact Craig Elms Contact: Ann Smith Contact: Ben Davis Account: Beta Corp. Account: Gamma Inc. Account: Alpha Inc. Account: Alpha Inc. Account: Delta Co. Jim has access to Sally has access to Ann Smith Ben Davis Craig Elms Ann Smith Craig Elms Alpha Inc. Beta Corp. Alpha Beta Gamma Delta Inc. Corp. Inc. Co. ©2008-2010 SugarCRM Inc. All rights reserved. 23 Teams - Record Assignment, Continued Global team is intended for records that should be visible to all users Important: Do not delete the Global team, or remove users from the Global team Private teams are denoted as the username within parentheses Example: (laura) for Laura Angel Important: Do not delete the private teams, or remove users from their private teams Users create new records assigned to their Default Team, unless otherwise specified By default, the default team is the user’s private team Users can change their default team Team is a required field for saving records Important: Do not remove the Team field from edit view layouts ©2008-2010 SugarCRM Inc. All rights reserved. 24 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 26
  27. 27. Sugar University Implementing Users, Teams and Roles Teams - Membership Types Member or Explicit When a user is manually assigned to a team, the user is given explicit membership to that team Can be removed manually as well Member Reports-to or Implicit When a user is manually assigned to a team, the user’s manager (Reports To) is given implicit membership to that team The manager of the user is given implicit membership, all the way up the reporting hierarchy The manger can only be removed by breaking the Reports To link, or by removing the original downstream user from the team ©2008-2010 SugarCRM Inc. All rights reserved. 25 Teams - Team Notices Team Notices broadcast team-specific alerts to team members Team Notices display as a scrolling marquee in a dashlet on each team member’s Home page Each Team Notice has a start date and an end date Team Notices can be set to Hidden if the admin wants to disable the Notice Team Notices can include a URL ©2008-2010 SugarCRM Inc. All rights reserved. 26 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 27
  28. 28. Sugar University Implementing Users, Teams and Roles Demonstration Implementing Teams ©2008-2010 SugarCRM Inc. All rights reserved. 27 Lab Lab #2: Implementing Teams 15 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 28 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 28
  29. 29. Sugar University Implementing Users, Teams and Roles Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 29 Roles ©2008-2010 SugarCRM Inc. All rights reserved. 30 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 29
  30. 30. Sugar University Implementing Users, Teams and Roles Key Concepts: Roles What is a Role? A role defines the operations that can be performed within a module A role only takes effect for users who are added to the role Users can belong to multiple role The most restrictive aspect of each role prevails ©2008-2010 SugarCRM Inc. All rights reserved. 31 Roles - Access and Access Types Roles control access levels to modules for a set of users Access displays the module tab when set to Enabled or Not Set. Enabled – module tab available Not Set – set by default, which is the same as Enabled Disabled – module table unavailable Access Type delegates the ownership of specific tasks in certain modules to groups or individuals. Normal – can view and manage records in the module depending on team membership. Regular users are granted Normal access type. Admin – can administer all records in the module regardless of team membership. The user does not have access to admin tools. Developer – can access the administrator and development tools. Admin & Developer – allows the user to view and manage all records and access administration and development tools to manage the module. Team membership is not required to view records in this module. ©2008-2010 SugarCRM Inc. All rights reserved. 32 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 30
  31. 31. Sugar University Implementing Users, Teams and Roles Roles - Allowed Operations Operation options: All – all users who are assigned to the role can perform this operation Owner – only the assigned user of the record can perform the operation Not Set – setting by default, same action as All None – none of the users in this role can perform the operation Operations: Delete, Edit, Export, Import, View the List View, and View the Detail View ©2008-2010 SugarCRM Inc. All rights reserved. 33 Roles - Field Level Access Field Level Access provides granular security Accessible by selecting the module hyperlink within a specific role. ©2008-2010 SugarCRM Inc. All rights reserved. 34 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 31
  32. 32. Sugar University Implementing Users, Teams and Roles Roles – Field Level Permission Types To set permissions for a field, click Not Set and select one of the following options from the drop- down menu: Read / Write Role users are able to View and Edit Read / Owner Write Role users are able to View, but only record owners may Edit Read Only Role users are only able to View Owner Read / Owner Write Only record owners may View and Edit particular record None The field is hidden from all users ©2008-2010 SugarCRM Inc. All rights reserved. 35 Role Examples Role Access Example Role A = Enable Accounts & Opportunities Modules Disable Cases Module Role B = Enable Accounts & Cases Module User assigned to Role A & B = Access to Accounts and Opportunities Operations Example Role A = OWNER can Edit & Delete Account records Role B = NONE can Edit & Delete Account records Users assigned to Role A & B = cannot Edit or Delete Account records ©2008-2010 SugarCRM Inc. All rights reserved. 36 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 32
  33. 33. Sugar University Implementing Users, Teams and Roles Demonstration Implementing Roles ©2008-2010 SugarCRM Inc. All rights reserved. 37 Labs Lab #3: Implementing Roles 15 minutes Lab #4: Record Reassignment 10 minutes Lab #5: Field Level Access 10 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 38 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 33
  34. 34. Sugar University Implementing Users, Teams and Roles Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 39 Summary Now you can: Understand user types, create, edit, activate, deactivate and reassign users in Sugar Understand team characteristics, create teams, assign users to teams, manage team information and create and manage team notices Define role characteristics, create roles, and set privileges Key Concepts Users logon to the system Teams restrict which records a user can view Roles restrict what operations a user can perform on those records ©2008-2010 SugarCRM Inc. All rights reserved. 40 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 34
  35. 35. Sugar University Implementing Users, Teams and Roles Implementing Users, Teams, and Roles ©2008-2010 SugarCRM Inc. All rights reserved. 41 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 35
  36. 36. Sugar University Using Sugar Studio Using Sugar Studio ©2008-2010 SugarCRM Inc. All rights reserved. 1 Learning Objectives This section will enable you to… Organize module and mobile layouts Restore to a previous version of a module layout Create and edit custom fields for modules Create and edit drop-down menus for standard and custom fields Edit field labels Create and edit module relationships Configure and rename module tabs ©2008-2010 SugarCRM Inc. All rights reserved. 2 Copyright © 2008 SugarCRM, Inc. 36 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 1
  37. 37. Sugar University Using Sugar Studio Overview and Navigation ©2008-2010 SugarCRM Inc. All rights reserved. 3 What is Studio? Studio is where basic customizations may be made to the look and feel of the modules. Studio is accessible to users with administrator privileges Studio is located on the Administration home page ©2008-2010 SugarCRM Inc. All rights reserved. 4 Copyright © 2008 SugarCRM, Inc. 37 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 2
  38. 38. Sugar University Using Sugar Studio Navigation Module File Tree Module Icons Bread crumb trail Help panel ©2008-2010 SugarCRM Inc. All rights reserved. 5 Exporting Customizations Ability to export customized modules from Studio Creates a package of one or multiple modules Creates a .zip file for the package containing the customizations. •©2008-2010 SugarCRM Inc. All rights reserved. Copyright © 2008 SugarCRM, Inc. 38 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 3
  39. 39. Sugar University Using Sugar Studio Studio Module Components Labels Edit the standard and custom field labels that display in records for the module Fields Create custom fields Edit standard and custom fields Relationships Create custom relationships Layouts Add, remove, and organize panels, rows, and fields in the layouts Subpanels Add, remove and organize the fields displayed in subpanels Mobile Layouts Add, remove and organize panels, rows, and fields for wireless devices ©2008-2010 SugarCRM Inc. All rights reserved. 7 Demonstration Navigating Studio ©2008-2010 SugarCRM Inc. All rights reserved. 8 Copyright © 2008 SugarCRM, Inc. 39 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 4
  40. 40. Sugar University Using Sugar Studio Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 9 Customizing Layouts ©2008-2010 SugarCRM Inc. All rights reserved. 10 Copyright © 2008 SugarCRM, Inc. 40 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 5
  41. 41. Sugar University Using Sugar Studio Layout Definitions Edit View Contains fields for editing record data; this is where you may change field values Detail View Displays the record data; this is the first view you see when you access a record Note: The Edit View and Detail View must be edited separately! ©2008-2010 SugarCRM Inc. All rights reserved. 11 Layout Definitions, Continued List View Shows a filtered list of records based on search criteria Quick Create Form Shows the subpanel Create short form Sugar Dashlets Contains dashlet fields on the home page Popup Provides popup window search parameters Search Provides search parameters which filter records and determine what appears in the list view ©2008-2010 SugarCRM Inc. All rights reserved. 12 Copyright © 2008 SugarCRM, Inc. 41 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 6
  42. 42. Sugar University Using Sugar Studio Layout - Buttons Save - Changes are saved in Studio, but are not reflected in the module Save & Deploy - Changes are saved in Studio, and also deployed to the module View History - Restores the layout to a previously saved version Restore Default - Restores the default layout ©2008-2010 SugarCRM Inc. All rights reserved. 13 Customizing Detail View, Edit View, and Quick Create Toolbox View all fields, both standard and custom, that are not in the layout Drag & drop to/from the layout and Toolbox Fields (filler) fields Rows Panels Display panels as tabs ©2008-2010 SugarCRM Inc. All rights reserved. 14 Copyright © 2008 SugarCRM, Inc. 42 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 7
  43. 43. Sugar University Using Sugar Studio Mobile Layouts Mobile EditView / DetailView Contains fields for editing and displaying record data Mobile ListView Shows a filtered list of records based on search criteria Mobile Search Provides search parameters that filter records and determine what appears in the list view Note: Featured in Sugar Professional and Enterprise. ©2008-2010 SugarCRM Inc. All rights reserved. 15 Demonstration Customizing Detail View, Edit View, and Quick Create ©2008-2010 SugarCRM Inc. All rights reserved. 16 Copyright © 2008 SugarCRM, Inc. 43 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 8
  44. 44. Sugar University Using Sugar Studio Lab Lab #1: Adding and Removing Panels, Rows and Fields in Detail View, Edit View, and Quick Create Layouts 25 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 17 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 18 Copyright © 2008 SugarCRM, Inc. 44 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 9
  45. 45. Sugar University Using Sugar Studio Customizing ListView, Sugar Dashlet, Popup, and Search Layouts Adding Fields Drag & drop fields to Default column Removing Fields Drag & drop fields in Default column to Available or Hidden columns Changing Column Width ©2008-2010 SugarCRM Inc. All rights reserved. 19 Demonstration Customizing List View, Search Form, and Subpanels ©2008-2010 SugarCRM Inc. All rights reserved. 20 Copyright © 2008 SugarCRM, Inc. 45 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 10
  46. 46. Sugar University Using Sugar Studio Lab Lab #2: Adding and Removing Fields in List View 10 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 21 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 22 Copyright © 2008 SugarCRM, Inc. 46 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 11
  47. 47. Sugar University Using Sugar Studio Creating and Editing Fields ©2008-2010 SugarCRM Inc. All rights reserved. 23 Creating and Editing Fields Add Field button – creates new custom field Edit Labels button – allow you to edit any field’s label Edit a Field – edits custom and standard fields Custom Fields Standard Fields ©2008-2010 SugarCRM Inc. All rights reserved. 24 Copyright © 2008 SugarCRM, Inc. 47 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 12
  48. 48. Sugar University Using Sugar Studio Field Types Standard Fields Special Fields Text Field URL Text Area HTML Address Float Currency Image Date Encrypt Date/Time List of Values Fields Decimal DropDown Integer Multiselect Phone Radio Checkbox Relationship Fields Relate Flex Relate ©2008-2010 SugarCRM Inc. All rights reserved. 25 Demonstration Creating and Editing Fields ©2008-2010 SugarCRM Inc. All rights reserved. 26 Copyright © 2008 SugarCRM, Inc. 48 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 13
  49. 49. Sugar University Using Sugar Studio Lab Lab #3: Create and Edit Custom Fields 10 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 27 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 28 Copyright © 2008 SugarCRM, Inc. 49 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 14

×