Difference between revisions of "Set up a SugarCRM user"
From Organic Design wiki
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**Address information; Calendar options - leave blank | **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 Tasks" | *Customise home dashlets to display "My Leads" and "My Tasks" | ||
*Send access details to new user | *Send access details to new user | ||
Revision as of 04:53, 5 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" tab > "New employee"
Operation
- Set up the new user according to "Firstname Lastname"; password: "user123" policy
- "Admin" tab > "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 Tasks"
- Send access details to new user
