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.
- 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
|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.