Set up a SugarCRM user
From Organic Design wiki
|
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, Calendar, Leads, Contacts" 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
