On-Boarding for Devs

What steps should a partner or customer follow in order to on-board themselves or a colleague as a new Sugar Developer to ensure they have access to all necessary resources to customize Sugar?

Access to Sugar On-Site software downloads and mobile development tools is controlled using the Download Software permission. Read below to learn more about how to provide your new developers this permission.

Prerequisite:

You need to work for a current Sugar Customer or Sugar Partner with an active Sugar subscription. Access is only provided to authorized persons who are associated with these organizations.

Register with Sugar Club

All new Sugar Developers should visit the Sugar Club (https://sugarclub.sugarcrm.com) and click the icon in the top right of the page that resembles a person's silhouette.

From the resulting page, click the "Register" button. Developers should use their organizational e-mail address. For example, their e-mail should be @companyname.com instead of @gmail.com.

Submitting the registration form will register them with SugarCRM.com and setup their Sugar Club account which is the place to get help with Sugar development questions. Using the organizational e-mail address will help ensure that the developer is properly visible in later steps. The e-mail domain is used to auto-associate with the correct organization.

Enable Download Software access for the Developer

Typically, the primary contact for a Customer or Partner will have the Manage Employees permission. This is often the person who purchased Sugar via the shopping cart or the person who signed or clicked thru the Partner agreement.

This person must log in to SugarCRM.com by clicking on the Login link in the top right of the page and selecting the Sugar Support (Case Portal) option.

From the Sugar Customer Portal, the user can navigate to their profile to find the link for managing their company (and, thus Account Members). The user's profile is accessible via the silhouette icon in the top right corner of the page. 

The user should have been taken to the Manage Account Members. Form here, they can Invite Member or manage permissions for the employees. As the user invites members, they can set their Access Level.

From the Employees tab, they can then control which employees have access to Download Manager Authorized Contact but also who can be an Account Administrator which will allow others to perform this action in the future as well as interact with as Support Authorized Contact. It is a good idea to have at least one person as a backup who has theAccount Administrator permission if the primary contact is unavailable.

Once a developer has theDownload Manager Authorized Contact permission, then they should be able to access what they need in the next step.

Visit Download Manager or Developer Builds space to access Sugar code

Developers should then be able to Log In to SugarCRM.com and visit Download Manager (https://store.sugarcrm.com/download). The developer can then download any Sugar software associated with the company account. The dropdown list that appears may have different items in it depending on access control rules.

Developers will also need to know their subscription key to enter into the Sugar installer. All subscriptions can be found in the dashboard page (main page).

Are you a SugarCloud customer?

SugarCloud ;Developer Builds are available for all partners and customers for development and test purposes only.

Visit the Mobile Tools portal to access Mobile SDK and MACS

Resources & Downloads

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

Learning Plans

Below you'll find links to Learning Plans that contain our recommended courseware for your Sugar solutions at this phase in your adoption journey. Review them yourself or use them to create training plans for your teams to help support your rollout and adoption efforts. 

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