Enroll Here

Overview

Learn the essentials of Sugar Market roles & permissions.  You'll learn how to navigate to the roles section as an Admin user, review the standard roles and permissions, create a custom role, and how to use the iFrame in CRM.

Intended Audience:

  • New Sugar Market Users
  • Sugar Market Admin Users
  • Executives looking for a high level overview

This course includes the following lessons:

  • Managing Roles
  • Role Permissions
  • Create a Custom Role
  • What the Sugar Market iFrame has to offer

Lessons

Part One: Managing Roles

In this video, you will learn how to view and manage your roles in Sugar Market.

Part Two: Role Permissions

In this video, you will learn about the standard roles in Sugar Market, which are Admin Navigation, Marketing Navigation, and Sales Navigation.

Part Three: Create a Custom Role

In this video, you will learn how to create a custom role in Sugar Market.  You will also learn how to add users and permissions.

Part Four: What the Sugar Market iFrame has to Offer

In this video, you will learn how to use the Sugar Market iFrame in your CRM.

Users, Roles, & Layouts - Support Document

This PDF document provides Navigational Access definitions for all of the Permission Categories defined in Sugar Market and is referenced throughout this series.

Price: FREE