Difference between revisions of "Set up a SugarCRM user"
From Organic Design wiki
m (→Clean up/ Finish Off: welcome email) |
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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, Leads, Contacts, Accounts, Opportunities" and arrange in that order. | **Delete all tabs except: "Home, Leads, Contacts, Accounts, Opportunities" and arrange in that order. | ||
| Line 28: | Line 28: | ||
Subject: SugarCRM access details | Subject: SugarCRM access details | ||
| − | Hi | + | Hi Firstname, |
Welcome to the Organic Design SugarCRM. The access URL is as follows: | Welcome to the Organic Design SugarCRM. The access URL is as follows: | ||
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
