Sugar Con 2010 Users Teams Roles

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Sugar Con 2010 Users Teams Roles

  1. 1. ©2010 SugarCRM Inc. All rights reserved.<br />Managing Users, Teams and Roles<br />Daniel Reverri<br />4/19/2010<br />1<br />
  2. 2. Overview<br />4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />2<br />
  3. 3. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />3<br />Overview<br />Users<br />Default user, user types, settings<br />Teams<br />Basic unit of access, special teams<br />Roles<br />Fine grained control<br />
  4. 4. Users<br />4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />4<br />
  5. 5. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />5<br />Users<br />Provide access to application<br />User types<br />System Administrator (full access)<br />Regular (default user type)<br />Group (group mailboxes)<br />Portal API (Customer Self Service Portal)<br />
  6. 6. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />6<br />Admin user<br />First user<br />Full access (except Forecasts)<br />
  7. 7. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />7<br />User Settings (Admin Only)<br />User type<br />Regular, System Administrator<br />Offline Client Status<br />Enterprise only<br />Reports to<br />Layout Options<br />Admin > Configure Tabs<br />Teams<br />Roles<br />
  8. 8. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />8<br />Reports to<br />Manager added to users private team<br />Opens up record access<br />Establishes role up for Forecasting<br />
  9. 9. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />9<br />User Settings<br />Notify on Assignment<br />Default Teams<br />Mail Merge<br />System Settings also required<br />Layout Options (if allowed)<br />Email Address (receive system emails)<br />The Rest<br />
  10. 10. Teams<br />4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />10<br />
  11. 11. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />11<br />Teams<br />Basic unit of access<br />Records pulled from database based on team membership<br />
  12. 12. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />12<br />Teams are buckets<br />Records are placed in buckets<br />Many buckets as of SugarCRM 5.5.0<br />Users granted access to buckets<br />
  13. 13. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />13<br />Teams are buckets<br />Jim<br />Sally<br />Contact A<br />Contact B<br />Account A<br />Contact C<br />Account B<br />Account A<br />Contact A<br />Account C<br />Account D<br />Team 1<br />Team 2<br />Team 3<br />Jim has access to<br />Sally has access to<br />Contact A, Contact B, Account A<br />Contact C, Account B, Account A<br />Contact C, Account B, Account A<br />Contact A, Account C, Account D<br />
  14. 14. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />14<br />Special Teams<br />Private Teams<br />One per user<br />Global Team<br />Everyone is a member<br />Don’t Delete!<br />Not allowed to delete anymore<br />
  15. 15. Roles<br />4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />15<br />
  16. 16. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />16<br />Roles<br />Fine grained access control<br />Module level control<br />Access, Access Type, Action<br />Field level control<br />Read/Write per field<br />Applied when user logs in (stored in session)<br />Users may belong to multiple Roles<br />Roles are combined (most restrictive wins)<br />
  17. 17. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />17<br />Module: Access<br />Enabled<br />Disabled<br />
  18. 18. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />18<br />Module: Access Type<br />Access must be Enabled<br />Tab must be shown (Admin > Configure Tabs)<br />Types<br />Normal<br />Admin (ignore teams)<br />Developer (Studio)<br />Admin & Developer<br />
  19. 19. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />19<br />Module: Access Type - Admin<br />Access all records regardless of teams<br />No admin page<br />No workflows<br />
  20. 20. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />20<br />Module: Access Type - Developer<br />Respect team memberships<br />Admin page<br />Releases tool for Bugs<br />Time Periods for Forecasts<br />Workflow Management<br />Studio<br />Dropdown Editor<br />
  21. 21. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />21<br />Module: Access Type – Admin & Developer<br />All of the above<br />
  22. 22. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />22<br />Module: Actions<br />Delete<br />Edit<br />Export<br />Import<br />List<br />View<br />
  23. 23. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />23<br />Module: Action Options<br />All<br />Owner (records must be assigned to user)<br />None<br />Not Set<br />
  24. 24. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />24<br />Field Access<br />Read/Write<br />Read/Owner Write<br />Read Only<br />Owner Read/Owner Write<br />None<br />
  25. 25. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />25<br />Combining Roles<br />Normal<br />Developer<br />Admin<br />Result = Normal<br />
  26. 26. Questions?<br />4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />26<br />

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