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Chapter 2Administering SugarTo create a user1. In the Users sub-panel of the Administration Home page, click UserManagement.The Users Home page displays on the page.2. In the Shortcuts menu, click Create New User.3. On the Users page, enter the following information:a. In the top sub-panel, enter the user name, the login name and password, andthe user status.b. In the User Settings sub-panel, select the appropriate option to specifywhether the user is an administrator, an end-user, a group user, or a portal-50 Sugar Community Edition Installation and Administration Guide
Usersonly user. If you do not select any of these options, the system creates an enduser.You can enable Email notifications to the user when a record is assigned tothat person. You can also enable automatic reminders for upcoming meetingsand calls. If the user has access to the Sugar Plug-in for Microsoft Word, youcan enable the Mail Merge option.c. The Locale Settings sub-panel displays the default values for the date andtime format, the time zone, decimal symbol, and currency values as specifiedon the System Settings page. However, you can change these values forindividual users if necessary.d. In the User Information sub-panel, specify whether the user is still active,terminated, or on a leave of absence, the title, department, phone numbers, IM(Instant Messenger) type and ID. You can add comments in the Notes field, ifnecessary.e. In the Address Information sub-panel, specify the user’s home address.f. In the Calendar Options sub-panel, you can enter a Publish Key to preventothers from publishing the user’s calendar without authorization.g. In the Layout Options sub-panel, you can limit access to Sugar modules bygranting the user access only to specific modules, depending on the tasks thatthe user needs to perform. By default, the user has access to all the modules.To hide a module from the user’s view, move the module tab to the Hide Tabslist using the arrow buttons. Similarly, to display a module to a user, move itfrom the Hide Tabs list to the Display Tabs list.To apply these settings to all users, move the modules from the Hide Tabs listto the Remove Tabs list.To move up a module, select the module in the Display Tabs list and click theup arrow; to move down the module, click the down arrow.Use the Number of tabs box to specify the maximum number of module tabsto display in the User Interface. Similarly, specify your preference for numberof sub-tabs, sub-panel tabs, and sub-panel links. You can also specify theplacement of the Last Viewed links and the Shortcuts menu.From the Navigation Paradigm drop-down list, select Modules if you wanteach module to be displayed as a separate tab, or select Grouped Modules togroup them into categories such as Sales, Marketing, and Collaboration.h. In the Email Options sub-panel, you can set one or more email addresses forthe user’s mail accounts. You can further specify whether an email address isthe user’s primary email address or whether it will be used for an automatedresponse to email. You will also need to specify an email client from the dropdownlist. For more information on setting up and configuring emails, see theSugar Community Edition User Guide.4. To create the user, click Save; click Cancel to exit the page without saving yourchanges.5. To change the user password, click Change Password, enter the new password,and save it.Sugar Community Edition Installation and Administration Guide51
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Sugar Community EditionInstallation
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ContentsPreface....................
Page 5 and 6:
PrefaceWelcome to Sugar, an open so
Page 7 and 8: Preface• Customize the applicatio
Page 9 and 10: Chapter 1Installing SugarThis chapt
Page 11 and 12: Installation Prerequisites and Guid
Page 13 and 14: Installation Process2. Unzip the Su
Page 15 and 16: Installation ProcessIf you select M
Page 17 and 18: Installation ProcessTo select an ex
Page 19 and 20: Installation ProcessThe Installer d
Page 21 and 22: Installation ProcessIf you select M
Page 23 and 24: Installation Processcommunicate wit
Page 25 and 26: Installation ProcessThe Installer d
Page 27 and 28: Installation ProcessThe Perform Set
Page 29 and 30: Chapter 2Administering SugarThis ch
Page 31 and 32: Sugar NetworkSugar Support PortalUs
Page 33 and 34: SystemTo configure the user interfa
Page 35 and 36: SystemUse proxy server. If you want
Page 37 and 38: SystemWhen you specify a logging le
Page 39 and 40: Systemperformance job, and is not e
Page 41 and 42: Systemthe location of the php.ini f
Page 43 and 44: SystemTroubleshooting TipsLinux1. T
Page 45 and 46: SystemThe system displays a list of
Page 47 and 48: SystemTo backup Sugar configuration
Page 49 and 50: SystemRebuild Config File: Rebuilds
Page 51 and 52: SystemSystem Locale SettingsUse thi
Page 53 and 54: SystemSugar Feed SettingsSelect thi
Page 55 and 56: System2. If a connector’s URL has
Page 57: UsersUsersUse this sub-panel to man
Page 61 and 62: UsersCreating RolesWhen you create
Page 63 and 64: UsersEdit: Edit records in the modu
Page 65 and 66: EmailsTo configure email settings f
Page 67 and 68: EmailsSelect Outlook Default Minimu
Page 69 and 70: Emails5. Enter the mail account inf
Page 71 and 72: EmailsNumber of Auto-responses. Use
Page 73 and 74: EmailsIf both templates are selecte
Page 75 and 76: EmailsUse the Scheduler to run nigh
Page 77 and 78: Developer Tools2. Create a module u
Page 79 and 80: Developer ToolsTo create a module1.
Page 81 and 82: Developer ToolsYou do not need to d
Page 83 and 84: Developer ToolsA list of existing d
Page 85 and 86: Developer ToolsDropDown. Creates a
Page 87 and 88: Developer ToolsYou can click and dr
Page 89 and 90: Developer ToolsThe Edit View page i
Page 91 and 92: Developer ToolsThe Preview page pro
Page 93 and 94: Developer ToolsThe system displays
Page 95 and 96: Developer ToolsThe sub-panels for t
Page 97 and 98: Developer Toolsassociated with many
Page 99 and 100: Developer ToolsIf you select a One-
Page 101 and 102: Developer Toolsyour organization. W
Page 103 and 104: Developer ToolsConfiguring Module T
Page 105 and 106: Developer ToolsConfiguring Group Ta
Page 107 and 108: Bug Tracker3. To add a module tab u
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Creating EmployeesLast Name. Enter
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Advanced Configuration OptionsTo lo
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IndexBbug trackerreleases, creating
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