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Sugar Community Edition Installation and ... - SugarForge

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Chapter 2Administering <strong>Sugar</strong>If you change the Access Type to Not Set:Role A, where Access Type = Admin <strong>and</strong> Export (action) = AllRole B, where Access Type = Not Set <strong>and</strong> Export (action) = NoneThen the user can see all records in the module but cannot export the data.To create a role1. In the Shortcuts menu of the Roles Home page, click Create Role.2. Enter a name <strong>and</strong> description for the role.All the <strong>Sugar</strong> modules along with the associated properties <strong>and</strong> actions are listedbelow in table format. You use this table to disable/enable modules or grant/denypermissions to perform specific actions.3. Click Save to create the role.The Edit View displays a list of available modules along with the action type.4. To specify access to a module, double-click the Access field corresponding to thatmodule, <strong>and</strong> from the drop-down list, select Enabled; to deny access to themodule, select Disabled.5. To specify the access type, double-click the Access Type field corresponding tothe module <strong>and</strong> select Normal to specify end-user privileges or Admin to specifyadministrator privileges.6. To set role permissions for a module, such as editing or deleting records, doubleclickthe appropriate Action field corresponding to the module, <strong>and</strong> select one ofthe following:All: allows all users of the specified access type to delete a record in themodule.Owner: allows only the record owner to delete the record.None. Prevents all users of the specified access type from deleting records inthe module.Actions are as follows: Delete: Delete records in the module. If None is selected, the Delete button isdisabled on the detail page.54 <strong>Sugar</strong> <strong>Community</strong> <strong>Edition</strong> <strong>Installation</strong> <strong>and</strong> Administration Guide

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