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Sugar 7.6 and Role-Based Record Views
New In Sugar 7.6
Sugar 7.6 includes a number of feature enhancements. Key enhancements include: • Sugar Process Author• D&B Build-a-List Bulk Imports• Additional Schedulers
And last, but not least…• Role-based Record Views
Role-Based Record Views In Sugar 7.6
• In Sugar 7.6, admin users can create customized record view layouts based on roles in Sidecar modules.
• This allows admin users to limit fields in the record view to information that is only relevant to a user’s role.
Role-Based Record Views In Sugar 7.6
To modify the record view of a module based on roles, you will need to:
Role-Based Record Views In Sugar 7.6
To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel
Role-Based Record Views In Sugar 7.6
To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel
2. Select Studio under Developer Tools
Role-Based Record Views In Sugar 7.6
To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel2. Select Studio under Developer Tools
3. Select a module
Role-Based Record Views In Sugar 7.6
To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel2. Select Studio under Developer Tools3. Select the module
4. Select Layouts
Role-Based Record Views In Sugar 7.6
To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel2. Select Studio under Developer Tools3. Select the module4. Select Layouts
5. Select Record View
Role-Based Record Views In Sugar 7.6
To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel2. Select Studio under Developer Tools3. Select the module4. Select Layouts5. Select Record View
6. Lastly, Select a Role
Role-Based Record Views In Sugar 7.6
From here, you can alter the record view with Sugar’s drag-and-drop functionality:
For more information On Sugar 7.6, visit AtcoreSystems.com
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