This course provides system administrators with the skills and best practices to set up users, teams and roles. Through a combination of lecture and hands-on exercises, students will learn about the various user types, automatic system password generation (Sugar 5.5), how to use teams and implement roles in their organization. This is a two hour portion of the Administrator Fundamentals course. This course is designed for both on-demand and on-premise administrators, and is offered in two formats: Online and Classroom training.
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
This course will enable you to:
- Implement users, teams and roles
- Use Sugar's Password Management functions (new with Sugar 5.5)
Course Outline
1. Course Introduction
2. 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
3. Using Sugar Password Management
- Learn how to use email templates for user notification
- Set up your system password expiry
- System generated passwords
- Secure password access to your SugarCRM application
4. Review and Conclusion
For more information about this course and others please contact us or e-mail trainme@levementum.com.
