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©2010 SugarCRM Inc. All rights reserved.Managing Users, Teams and RolesDaniel Reverri4/19/20101
Overview4/19/2010©2010 SugarCRM Inc. All rights reserved.2
4/19/2010©2010 SugarCRM Inc. All rights reserved.3OverviewUsersDefault user, user types, settingsTeamsBasic unit of access, special teamsRolesFine grained control
Users4/19/2010©2010 SugarCRM Inc. All rights reserved.4
4/19/2010©2010 SugarCRM Inc. All rights reserved.5UsersProvide access to applicationUser typesSystem Administrator (full access)Regular (default user type)Group (group mailboxes)Portal API (Customer Self Service Portal)
4/19/2010©2010 SugarCRM Inc. All rights reserved.6Admin userFirst userFull access (except Forecasts)
4/19/2010©2010 SugarCRM Inc. All rights reserved.7User Settings (Admin Only)User typeRegular, System AdministratorOffline Client StatusEnterprise onlyReports toLayout OptionsAdmin > Configure TabsTeamsRoles
4/19/2010©2010 SugarCRM Inc. All rights reserved.8Reports toManager added to users private teamOpens up record accessEstablishes role up for Forecasting
4/19/2010©2010 SugarCRM Inc. All rights reserved.9User SettingsNotify on AssignmentDefault TeamsMail MergeSystem Settings also requiredLayout Options (if allowed)Email Address (receive system emails)The Rest
Teams4/19/2010©2010 SugarCRM Inc. All rights reserved.10
4/19/2010©2010 SugarCRM Inc. All rights reserved.11TeamsBasic unit of accessRecords pulled from database based on team membership
4/19/2010©2010 SugarCRM Inc. All rights reserved.12Teams are bucketsRecords are placed in bucketsMany buckets as of SugarCRM 5.5.0Users granted access to buckets
4/19/2010©2010 SugarCRM Inc. All rights reserved.13Teams are bucketsJimSallyContact AContact BAccount AContact CAccount BAccount AContact AAccount CAccount DTeam 1Team 2Team 3Jim has access toSally has access toContact A, Contact B, Account AContact C, Account B, Account AContact C, Account B, Account AContact A, Account C, Account D
4/19/2010©2010 SugarCRM Inc. All rights reserved.14Special TeamsPrivate TeamsOne per userGlobal TeamEveryone is a memberDon’t Delete!Not allowed to delete anymore
Roles4/19/2010©2010 SugarCRM Inc. All rights reserved.15
4/19/2010©2010 SugarCRM Inc. All rights reserved.16RolesFine grained access controlModule level controlAccess, Access Type, ActionField level controlRead/Write per fieldApplied when user logs in (stored in session)Users may belong to multiple RolesRoles are combined (most restrictive wins)
4/19/2010©2010 SugarCRM Inc. All rights reserved.17Module: AccessEnabledDisabled
4/19/2010©2010 SugarCRM Inc. All rights reserved.18Module: Access TypeAccess must be EnabledTab must be shown (Admin > Configure Tabs)TypesNormalAdmin (ignore teams)Developer (Studio)Admin & Developer
4/19/2010©2010 SugarCRM Inc. All rights reserved.19Module: Access Type - AdminAccess all records regardless of teamsNo admin pageNo workflows
4/19/2010©2010 SugarCRM Inc. All rights reserved.20Module: Access Type - DeveloperRespect team membershipsAdmin pageReleases tool for BugsTime Periods for ForecastsWorkflow ManagementStudioDropdown Editor
4/19/2010©2010 SugarCRM Inc. All rights reserved.21Module: Access Type – Admin & DeveloperAll of the above
4/19/2010©2010 SugarCRM Inc. All rights reserved.22Module: ActionsDeleteEditExportImportListView
4/19/2010©2010 SugarCRM Inc. All rights reserved.23Module: Action OptionsAllOwner (records must be assigned to user)NoneNot Set
4/19/2010©2010 SugarCRM Inc. All rights reserved.24Field AccessRead/WriteRead/Owner WriteRead OnlyOwner Read/Owner WriteNone
4/19/2010©2010 SugarCRM Inc. All rights reserved.25Combining RolesNormalDeveloperAdminResult = Normal
Questions?4/19/2010©2010 SugarCRM Inc. All rights reserved.26
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