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

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
• Add ActionButtons to your records
• Creating a Custom Module With Module Builder
• Creating a Dropdown Field
• Creating Dependent Dropdown Lists
• Creating Relationship between Modules
• Creating Role-Based Record Views

Sugar BPM - Advanced Workflow

Getting the most out of Sugar means understanding what can be done via the Sugar Administration panel. We highly recommend Sugar Developers learn about Sugar Administration. Both Sugar Developer and Sugar Administrator training programs are available from Sugar University. There are self-paced videos as well as options for live developer webinars and in-person training.

• The Sugar Developer Guide and the Sugar Dev Club Blog are other primary training sources.
• There are a lot of great Sugar resources out there in the community as well, so check out this blog post to find many of them.
• You should also get familiar with the Sugar Developer Tools that SugarCRM and the Sugar Developer community provide for you. We have tools that help you build, test, debug, and deploy your Sugar solutions even faster.

• How will you know when you are ready to rock the Sugar Developer universe? When you get certified!  You can learn more about our Sugar Certification Program and the Certified Sugar Developer Specialist exam at Sugar University.

• Get involved with our Sugar Community by posting your questions and get answers from a broad audience of experts

• Supported Platforms

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 Low Code No Code.