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User Management:

To run any system from the front end or the back end there must be a list of users with specific roles and rights that needs to be added into the system. To add a user follow the steps as mentioned below:

  • Log in into the system with Admin Rights
  • Click on the Admin Link on the top right cornersugar-crm-admin
  • Click the User Management link that will display the list of users added in the system.sugar-crm-user-management
  • Click on create User to add a New user to the system.create-new-user-sugar-crm
  • Click on create User to add a New user to the system.The add user screen will be displayed as below:create-sugar-crm

Role Management :

  • The user can create role by clicking on Role Management.role-management-sugar-crm
  • This will list all the roles added if you want to create a new role click Create Role and the screen will be displayed as below:create-role-sugar-crm
  • To assign rights to the role the user needs to use the screen as shown below:sales-report-sugar-crm
  • To assign rights to the role the user needs to click on respective module row and rights column combination for example in the above screen if the user wants to set access rights for Campaigns module he needs to click not set cell which will open up a drop down and select appropriate option and clicking on save the changes will be saved.

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