Getting Started with Roles, Permissions, & the iFrame

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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

Sugar Market Role Management - Administration Guide

Duration:

About 17 minutes

Lessons

Part 1: Creating Users

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

Part 2 - Managing Users

In this video, you will learn how to manage users in Sugar Market.

Part 3 - Managing Roles

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

Part 4 - Role Permissions

In this video, you will learn how to use Sugar Market's role permissions.  

Part 5 - Creating a Custom Role

In this video you will learn how to create a custom role. 

Part 6 - Sugar Market iFrame

In this video, you will learn about what the Sugar Market iFrame has to offer.

Price: FREE

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