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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 most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.
- Manage your SugarCloud configurations
- Create and Manage your Users
- Setup your teams through Team Management
- Setup your Roles and ACLs
- Setup your Email Accounts
- 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
- 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
- Creating a Dropdown Field
- Creating Dependent Dropdown Lists
- Creating Relationship between Modules
- Creating Role-Based Record Views
- Creating Role-Based Dropdown Lists
- Editing a Module's Layouts
- Adding a Google Map to a Module
SugarBPM - Advanced Workflow
SugarBPM
enables administrators to streamline common business processes by managing approvals, sales processes, call triaging, and more. SugarBPM is an easy-to-use business process management (BPM) and workflow tool that adds advanced BPM functionality to Sugar.
The SugarBPM suite features an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.
- 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
- Using SugarBPM to Notify a Team or User on Record Creation
- 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.
| SugarClub | |
| Sugar Portals | |
| Sugar Architecture |