The SugarCRM Admin Fundamentals course can also be taken "A-la-Carte" by choosing any of the Administrator Fundamental Tracks or individual sections of the Admin Fundamentals training. The SugarCRM Admin Tracks allows you to customize your training by choosing which day or Track you wish to register for. The Administrator Fundamental Track 1 follows the curriculum for Day 1 of the standard Admin Fundamentals course. Through a combination of lecture and hands-on exercises, students will learn the basics of the Admin home page, configure email setting, create/edit/manage users, teams, roles and password management.
Audience: Administrators
Editions: Sugar Enterprise, Sugar Professional, Sugar Community Edition
Version(s): 5.5, 5.2, 5.0, 4.5.1
Type: Online Training
Schedule: SugarCRM Course Schedule
Objectives Track 1
This track will enable you to:
- Configure system settings
- Email Settings
- Add logos to your Sugar system and quotes
- Implement users, teams and roles
- Password Management
Track 1 Outline
1. Course Introduction
2. Administrator Getting Started
- Navigate the Sugar Admin page
- Configure common system settings
- Add your company logo to your Sugar system
- Module Loader
3. Configuring Email Settings
- Schedulers
- Configure inbound email settings for a personal mailbox
- Configure inbound email settings for a group mailbox
- Configure outbound email settings for system notifications
- Configure outbound email settings for a user
- Manage email queue
- Considerations for email campaigns
4. Implementing Users, Teams and Roles
- Understand user types, create, edit, activate, deactivate and reassign users in Sugar
- Understand team characteristics, create teams, assign users to teams, manage team information and create and manage team notices
- Define role characteristics, create roles and set privileges, duplicate
5. Password Settings
- Set Password Requirements
- Edit Email Templates
- Set Link Expiration
- Manage User-Generated Password Expiration
- Edit Login Lockout
- Enable Captcha Validation
6. Review and Conclusion
For more information about this course and others please contact us or e-mail trainme@levementum.com.
