Administrators: Get Started Configuring Sugar

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Overview

Your team depends on you to configure Sugar to meet your organization's business needs and setup requirements. This course will provide you with the introductory skills necessary for administering Sugar.  

Intended Audience:

  • Sugar Administrators
  • Solution Architects
  • Sugar Developers
  • Technical Support 

This course includes the following lessons: 

  • Creating new Users 
  • Creating a Team 
  • Creating a Role 
  • Creating Team-based Permissions  
  • Configuring Email Settings 
  • Creating a new Field
  • Changing a Layout
  • Configuring Forecasting
  • Creating basic Reports 
  • The basics of SugarBPM

Lessons

Hands-On Practice
How to Create Users with Sugar Identity

In this video, we will guide you through creating a user for instances using SugarIdentity (version 14.2 and later).

How to Create a Team

In this video, we'll walk you through creating a team in Sugar (version 14.2 and later).

How to Create a Role

This video will walk you through creating a role in Sugar (version 14.2 and later).

How to Set up Team-Based Permissions

Teams can be used to control which records a user can see and to determine what they can do with them. In this video, we will show you how to set up team-based permissions (version 14.2 and later).

How to Create a Field

In this video, we will show you how to create a field in Studio (version 14.2 and later).

How to Change a Layout

This video will walk you through changing a Sugar layout (version 14.2 and later).

How to Export Records

This video will walk you through the steps to export a record in Sugar.

Importing Records

What you'll learn:

  • Import records using the Import Wizard 
SugarBPM Overview
How to Create a Rows and Columns Report

In this video, you will learn how to create a new “Rows and Columns” report (version 14.2 and later). 

How to Create a Summation with Details Report

In this video, we will show you how to create a “Summation Report with Details” (version 14.2 and later).

SugarCloud Insights Overview

Price: FREE

Please email university@sugarcrm.com if you have course feedback or need assistance