Sugar Community Edition Installation and ... - SugarForge

Chapter 2Administering SugarAfter you create the user, the system adds the user name to the user list on the UsersHome page. You can now assign the user to roles.To assign roles to a user1. Select the user from the Users list to view the detail page.2. To assign a role to the user, click Select in the Roles sub-panel and select one ormore roles that you want to assign to the user.The user is assigned to the role and the role is now listed in the Roles sub-panel.To manage user information• To update the status of some or all users, use the Mass Update panel on the UsersHome page as described in “Editing and Deleting Multiple Records in the SugarCommunity Edition User Guide.• To view a user’s details, click the user’s name in the Users list.• To edit user details, click Edit on the detail page, change the information asneeded, and click Save.• To duplicate the user details, on the detail page, click Duplicate, edit theinformation as necessary, and click Save. The following field values are notduplicated: Publish key, Layout options, Email addresses, User settings, andLocale settings.• To import user data, click Import. For more information on importing data see theSugar Community Edition User Guide.• To change the user password, click Edit on the detail page and then click ChangePassword. Enter the new password, and click Save.• If you re-configured your User Preferences settings, Homepage, or Dashboard,and you want to reset it to default values, click the appropriate button.Role ManagementA role defines a set of permissions to perform actions such as viewing, editing, anddeleting information. Roles enable you to control user actions in Sugar by restrictingaccess to modules or module fields.Users are affected by roles only if they are assigned to roles. That is, users who are notassigned a role can, by default, access and take any action in any module. Users canhave multiple roles assigned to them, and roles can be assigned to multiple users.For example, if you want to prevent a group of users in your organization fromaccessing the Opportunities module, you can create a role that restricts access to thismodule. When you assign this role to an engineer, the individual will no longer be ableto access the Opportunities module. Or, you may want to assign junior salesrepresentatives to a role that allows them to view and edit opportunities, accounts, andcontacts but prevents them from deleting these records.A System Administrator has the right to access all modules and records. You cannotuse roles to restrict this privilege.52 Sugar Community Edition Installation and Administration Guide