Role Permissions required to create a LEAD

Hi SugarCRM Team,
I have certain queries regarding SugarCRM API’s.
I have been using version 4_1, for integrating SugarCRM API’s, which is an old version
I wanted to know what are the role Permissions require to create LEAD and cases for a Contact.

Note: I am using a free trial account
Expecting a reply asap.

Thanks and regards,

Parents

0 santiago arias over 1 year ago

Hola, me ocurre lo mismo logrates encontrar informacion?
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Francesca Shiekh over 1 year ago in reply to santiago arias

Good morning santiago arias

You can create records using Sugar REST APIs by using any account that has edit permissions on those modules.

https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_12.0/Cookbook/Web_Services/REST_API/index.html

You will first need to get a token for the API call, using your credentials.

https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_12.0/Integration/Web_Services/REST_API/Endpoints/oauth2token_POST/

There are a number of endpoints listed here for your reference:

https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_12.0/Integration/Web_Services/REST_API/Endpoints/

which you can also find by going to your instance in your web browser and adding rest/v11/help to the end of your sugar's main page URL, for example, for me it looks like:

my_sugarserver.com/.../help

Hope this helps you get started,

FrancescaS
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 Francesca Shiekh over 1 year ago in reply to santiago arias

Good morning santiago arias

You can create records using Sugar REST APIs by using any account that has edit permissions on those modules.

https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_12.0/Cookbook/Web_Services/REST_API/index.html

You will first need to get a token for the API call, using your credentials.

https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_12.0/Integration/Web_Services/REST_API/Endpoints/oauth2token_POST/

There are a number of endpoints listed here for your reference:

https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_12.0/Integration/Web_Services/REST_API/Endpoints/

which you can also find by going to your instance in your web browser and adding rest/v11/help to the end of your sugar's main page URL, for example, for me it looks like:

my_sugarserver.com/.../help

Hope this helps you get started,

FrancescaS
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

0 santiago arias over 1 year ago in reply to Francesca Shiekh

pero es que estoy utilizando la version de API 4_1 la cual no tiene api rest
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel