What are the requirements for the Sugar Market integrations 'User', does it require full system admin or regular user with a Role with some admin permissions ?
What are the requirements for the Sugar Market integrations 'User', does it require full system admin or regular user with a Role with some admin permissions ?
People say (referring to James Brown) that integration user should have admin privileges
https://sugarclub.sugarcrm.com/explore/market/f/sugar-market-questions/3981/syncing-contacts-and-leads-to-market/20858#20858
However, I've managed to use admin-level user for initial integration (initialization) then switch it to the regular Sugar user for the sake of benefitting from Team/Roles capabilities - to integrate only contacts that belong to Nurturing Team
The only side effect I observe so far is that the user list is not updated until I switch integration user to admin
Again - they recommend using admin-level user
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
Hi Vincent,
In general, we do recommend the syncing user have admin privileges. If you wanted to use the syncing user permissions to gate what information the sync has access to, then limiting those permissions is an option. Essentially the system will only be able to sync what that the syncing user is able to access (within the normal sync options of accounts, contacts, leads, opportunities).
Director, Customer Enablement | SugarCRM
thanks for the info Dmytro Chupylka
regarding user list not updated until you switch user back to admin,
can you confirm if it would work by just giving admin rights to the Target List module?
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CRM Business Consultant
hi Jana Ferguson
Can you clarify if by admin rights you mean sull system admin user, or can we get away with a Regular User with Admin rights for certain modules only please?
.
CRM Business Consultant
Hi Vincent,
The user will need read/write access to any of the modules we utilize in the sync - accounts, contacts, leads, opportunities.
Thanks,
Jana
Director, Customer Enablement | SugarCRM
hi Jana,
so no need for any admin rights, just read/write?
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CRM Business Consultant
what about the list of users https://appeu.salesfusion.com/webapp/#/manage/admin/users?view=list ? target lists?
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
I will try
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
great, I don't have ability to check for myself, so look forward to the results of your test.
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CRM Business Consultant