sugar con 2010 users teams roles
TRANSCRIPT
©2010 SugarCRM Inc. All rights reserved.
Managing Users, Teams and Roles
Daniel Reverri
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Overview
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Overview
UsersDefault user, user types, settings
TeamsBasic unit of access, special teams
RolesFine grained control
Users
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Users
Provide access to application
User typesSystem Administrator (full access)
Regular (default user type)
Group (group mailboxes)
Portal API (Customer Self Service Portal)
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Admin user
First user
Full access (except Forecasts)
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User Settings (Admin Only)
User typeRegular, System Administrator
Offline Client StatusEnterprise only
Reports to
Layout OptionsAdmin > Configure Tabs
Teams
Roles
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Reports to
Manager added to users private teamOpens up record access
Establishes role up for Forecasting
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User Settings
Notify on Assignment
Default Teams
Mail MergeSystem Settings also required
Layout Options (if allowed)
Email Address (receive system emails)
The Rest
Teams
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Teams
Basic unit of access
Records pulled from database based on team membership
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Teams are buckets
Records are placed in bucketsMany buckets as of SugarCRM 5.5.0
Users granted access to buckets
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Teams are buckets
Contact AContact BAccount A
Contact CAccount BAccount A
Contact AAccount CAccount D
Jim Sally
Team 1 Team 2 Team 3
Jim has access to
Contact A, Contact B, Account A
Contact C, Account B, Account A Contact A, Account C, Account D
Contact C, Account B, Account A
Sally has access to
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Special Teams
Private TeamsOne per user
Global TeamEveryone is a member
Don’t Delete!Not allowed to delete anymore
Roles
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Roles
Fine grained access control
Module level controlAccess, Access Type, Action
Field level controlRead/Write per field
Applied when user logs in (stored in session)
Users may belong to multiple Roles
Roles are combined (most restrictive wins)
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Module: Access
Enabled
Disabled
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Module: Access Type
Access must be Enabled
Tab must be shown (Admin > Configure Tabs)
TypesNormal
Admin (ignore teams)
Developer (Studio)
Admin & Developer
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Module: Access Type - Admin
Access all records regardless of teams
No admin page
No workflows
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Module: Access Type - Developer
Respect team memberships
Admin pageReleases tool for Bugs
Time Periods for Forecasts
Workflow Management
Studio
Dropdown Editor
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Module: Access Type – Admin & Developer
All of the above
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Module: Actions
Delete
Edit
Export
Import
List
View
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Module: Action Options
All
Owner (records must be assigned to user)
None
Not Set
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Field Access
Read/Write
Read/Owner Write
Read Only
Owner Read/Owner Write
None
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Combining Roles
Admin
Developer
Normal
Result = Normal
Questions?
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