Set up a SugarCRM user

Set up a SugarCRM user Organic Design procedure

Preparation

• Log in to SugarCRM with admin rights
• Set up an employee, get at least the first name, surname and email address

"Employees" > "New employee"

Operation

• Set up the new user according to "Firstname Lastname"; password: "firstname123" policy

"Admin" > "User Management"

• User settings: Check "Notify on Assignment"; "Show gridlines"; "Show Full Name"
• Locale settings: Select Timezone "Pacific/Auckland"; uncheck "Time zone prompt"
• User Information: Title = Role; Department = Company;
• Address information; Calendar options - leave blank
• Layout Options:
  • Delete all tabs except: "Home, Leads, Contacts, Accounts, Opportunities" and arrange in that order.
  • Select "Subpanel Links"
• Email Options: Use email address from employee profile
• Click on "Save"

Clean up/ Finish Off

• Logout of SugarCRM, then login as the new user
• Customise home dashlets to display "My Leads" and "My Accounts" and "My Top Open Opportunities"
• Send out welcome email:

Subject: SugarCRM access details

Hi Firstname,

Welcome to the Organic Design SugarCRM. The access URL is as follows:

http://crm.organicdesign.co.nz

Login details:

Your user name is: Firstname Lastname
Your password is: firstname123

You can change your password via the "My account" link on the top right.

Please let me know if you have any questions,

Admin