Difference between revisions of "Set up a SugarCRM user"
From Organic Design wiki
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*Log in to [http://crm.organicdesign.co.nz SugarCRM] with admin rights | *Log in to [http://crm.organicdesign.co.nz SugarCRM] with admin rights | ||
*Set up an employee, get at least the first name, surname and email address | *Set up an employee, get at least the first name, surname and email address | ||
| − | :"Employees" | + | :"Employees" > "New employee" |
== Operation == | == Operation == | ||
| − | *Set up the new user according to "Firstname Lastname"; password: " | + | *Set up the new user according to "Firstname Lastname"; password: "firstname123" policy |
| − | :"Admin" | + | :"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: | *Layout Options: | ||
| − | **Delete all tabs except: "Home | + | **Delete all tabs except: "Home, Leads, Contacts, Accounts, Opportunities" and arrange in that order. |
**Select "Subpanel Links" | **Select "Subpanel Links" | ||
*Email Options: Use email address from employee profile | *Email Options: Use email address from employee profile | ||
*Click on "Save" | *Click on "Save" | ||
| + | |||
== Clean up/ Finish Off == | == Clean up/ Finish Off == | ||
*Logout of SugarCRM, then login as the new user | *Logout of SugarCRM, then login as the new user | ||
| − | *Customise home dashlets to display "My Leads" and "My | + | *Customise home dashlets to display "My Leads" and "My Accounts" and "My Top Open Opportunities" |
| − | *Send access details to | + | *Send out welcome email: |
| + | <pre> | ||
| + | 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 | ||
| + | </pre> | ||
Latest revision as of 00:56, 6 September 2008
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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
