1. ©2010 SugarCRM Inc. All rights reserved. Managing Users, Teams and Roles Daniel Reverri 4/19/2010 1

2. Overview 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 2

3. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 3 Overview Users Default user, user types, settings Teams Basic unit of access, special teams Roles Fine grained control

4. Users 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 4

5. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 5 Users Provide access to application User types System Administrator (full access) Regular (default user type) Group (group mailboxes) Portal API (Customer Self Service Portal)

6. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 6 Admin user First user Full access (except Forecasts)

7. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 7 User Settings (Admin Only) User type Regular, System Administrator Offline Client Status Enterprise only Reports to Layout Options Admin > Configure Tabs Teams Roles

8. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 8 Reports to Manager added to users private team Opens up record access Establishes role up for Forecasting

9. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 9 User Settings Notify on Assignment Default Teams Mail Merge System Settings also required Layout Options (if allowed) Email Address (receive system emails) The Rest

10. Teams 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 10

11. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 11 Teams Basic unit of access Records pulled from database based on team membership

12. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 12 Teams are buckets Records are placed in buckets Many buckets as of SugarCRM 5.5.0 Users granted access to buckets

13. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 13 Teams are buckets Jim Sally Contact A Contact B Account A Contact C Account B Account A Contact A Account C Account D Team 1 Team 2 Team 3 Jim has access to Sally has access to Contact A, Contact B, Account A Contact C, Account B, Account A Contact C, Account B, Account A Contact A, Account C, Account D

14. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 14 Special Teams Private Teams One per user Global Team Everyone is a member Don’t Delete! Not allowed to delete anymore

15. Roles 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 15

16. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 16 Roles Fine grained access control Module level control Access, Access Type, Action Field level control Read/Write per field Applied when user logs in (stored in session) Users may belong to multiple Roles Roles are combined (most restrictive wins)

17. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 17 Module: Access Enabled Disabled

18. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 18 Module: Access Type Access must be Enabled Tab must be shown (Admin > Configure Tabs) Types Normal Admin (ignore teams) Developer (Studio) Admin & Developer

19. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 19 Module: Access Type - Admin Access all records regardless of teams No admin page No workflows

20. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 20 Module: Access Type - Developer Respect team memberships Admin page Releases tool for Bugs Time Periods for Forecasts Workflow Management Studio Dropdown Editor

21. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 21 Module: Access Type – Admin & Developer All of the above

22. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 22 Module: Actions Delete Edit Export Import List View

23. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 23 Module: Action Options All Owner (records must be assigned to user) None Not Set

24. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 24 Field Access Read/Write Read/Owner Write Read Only Owner Read/Owner Write None

25. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 25 Combining Roles Normal Developer Admin Result = Normal

26. Questions? 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 26