Sugar Administration

The Administration Guide is the CRM admin's guide to configuring and administering their Sugar instance. Admins have access to everything in this guide but regular users with developer-level role access to at least one module can also access certain admin functionality.

It is important that you go through your SugarCloud settings.

• Manage your SugarCloud configurations
• Review your System wide settings

Developer Tools

The Developer Tools section of Sugar's Admin page contains various configuration menus that help you customize your instance to best suit your organization's needs. Developer Tools allow you to edit the look, feel, and functionality of your instance, including adding fields, changing layouts, adding automated processes, and creating entirely new modules.

• Studio enables administrators to customize stock or custom modules
• Module Builder enables administrators to create, deploy, and maintain custom modules
• Module Loader is used to import packages into Sugar that make changes to core files
• Rename Modules, Administrators can easily rename modules
• SugarBPM enables administrators to streamline common business processes
• Sugar Portal is a powerful tool that allows Sugar users to interact with customers
• Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
• Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
• Data Privacy Guide
• User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

The Studio and Module Builder section includes topics covering creating, modifying, and troubleshooting custom fields, relationships, dropdown lists, and modules via Sugar's Studio and Module Builder tools:

• Best Practices When Building Custom Modules
• Understanding Module Builder's Functions
• Creating a Custom Module With Module Builder
• Add ActionButtons to your records
• Adding a Google Map to a Module

SugarBPM

• Prerequisites
  
  • Basic knowledge of process design is required.
  • Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
  • You should know which business processes you want to automate in Sugar.
• SugarBPM Overview
• Introduction to Business Process Automation via SugarBPM
• Getting Started With SugarBPM for Sugar Serve
• Understanding Email Direction in Process Definitions
• Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Customizations.