Sugar Con 2010 Users Teams Roles

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Managing Users, Teams and Roles

Daniel Reverri

04/11/2023 1

Overview

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Overview

UsersDefault user, user types, settings

TeamsBasic unit of access, special teams

RolesFine grained control

Users

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Users

Provide access to application

User typesSystem Administrator (full access)

Regular (default user type)

Group (group mailboxes)

Portal API (Customer Self Service Portal)

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Admin user

First user

Full access (except Forecasts)

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User Settings (Admin Only)

User typeRegular, System Administrator

Offline Client StatusEnterprise only

Reports to

Layout OptionsAdmin > Configure Tabs

Teams

Roles

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Reports to

Manager added to users private teamOpens up record access

Establishes role up for Forecasting

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User Settings

Notify on Assignment

Default Teams

Mail MergeSystem Settings also required

Layout Options (if allowed)

Email Address (receive system emails)

The Rest

Teams

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Teams

Basic unit of access

Records pulled from database based on team membership

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Teams are buckets

Records are placed in bucketsMany buckets as of SugarCRM 5.5.0

Users granted access to buckets

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Teams are buckets

Contact AContact BAccount A

Contact CAccount BAccount A

Contact AAccount CAccount D

Jim Sally

Team 1 Team 2 Team 3

Jim has access to

Contact A, Contact B, Account A

Contact C, Account B, Account A Contact A, Account C, Account D

Contact C, Account B, Account A

Sally has access to

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Special Teams

Private TeamsOne per user

Global TeamEveryone is a member

Don’t Delete!Not allowed to delete anymore

Roles

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Roles

Fine grained access control

Module level controlAccess, Access Type, Action

Field level controlRead/Write per field

Applied when user logs in (stored in session)

Users may belong to multiple Roles

Roles are combined (most restrictive wins)

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Module: Access

Enabled

Disabled

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Module: Access Type

Access must be Enabled

Tab must be shown (Admin > Configure Tabs)

TypesNormal

Admin (ignore teams)

Developer (Studio)

Admin & Developer

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Module: Access Type - Admin

Access all records regardless of teams

No admin page

No workflows

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Module: Access Type - Developer

Respect team memberships

Admin pageReleases tool for Bugs

Time Periods for Forecasts

Workflow Management

Studio

Dropdown Editor

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Module: Access Type – Admin & Developer

All of the above

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Module: Actions

Delete

Edit

Export

Import

List

View

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Module: Action Options

All

Owner (records must be assigned to user)

None

Not Set

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Field Access

Read/Write

Read/Owner Write

Read Only

Owner Read/Owner Write

None

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Combining Roles

Admin

Developer

Normal

Result = Normal

Questions?

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