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Sugar Community Edition 6.5.0 Administration Guide
• Sugar Community Edition 6.5.0 Administration Guide
◦ Admin Wizard
◦ Users
◦ Sugar Connect
◦ System
◦ Email
◦ Developer Tools
◦ Bug Tracker
◦ Employee Records
◦ Advanced Configuration Options
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Sugar Community Edition 6.5.0 Administration Guide
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Updated: Tue, 26 Jun 2012 06:09:41 GMT
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Admin Wizard
1. Overview
2. Sugar users
3. Specifying system-wide settings
Overview
The Admin Wizard displays when you log into Sugar for the first time after installation. This wizard guides you through
the process of branding, localizing, and configuring email settings in Sugar that will be applicable to all users in your
organization. You can skip this step if you prefer to do it at a later time.
Sugar users
A Sugar user can be a System Administrator, or a user with or without module-specific administration or developer
privileges.
A System Administrator is a user who has access to all Sugar records and full control over administering and developing
the application.
Module administration privileges allow users to have administrator access to records or to have control over the
customization and administration of the modules. The System Administrator can grant this type of access to a user to
allow the individual to manage a specific module. For more information, see Role Management.
When you log into Sugar as an administrator, the Admin link displays on the top right corner of your page. Click this link
to view the Administration page. The Administration page displays sections that group tasks according to the area of
administration.
Specifying system-wide settings
Follow the steps listed below to specify system-wide settings:
1. Click Next on the Welcome to Sugar screen to view the Branding screen.
The Sugar logo, which is the default, displays as the current logo.
2. Enter the following information:
Name. Enter the name that you want displayed in the title bar of your browser.
Select Logo. Specify the image file, in .png or .jpg format, containing your organization’s logo. Click Browse to navigate
to the file’s location and upload it. The recommended size of the logo is 212x40 pixels.
3. Click Next to view the System Locale Settings page.
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4.
Specify the default settings for displaying data format, such as time, date, and currency. To
change the default language in Sugar for all users in your organization, select the language pack
from the Language drop-down list.
5. Click Next to view the SMTP Server Specification page.
6.
Specify the email account to send emails to Sugar users regarding assignment notifications and
new user passwords.
¢ To use Gmail, click Gmail, and enter the email address and password.
¢ To use Yahoo, click Yahoo, and enter the email address and password.
¢
To use Microsoft Exchange, click Exchange, and enter the server name and port number. To
enter SMTP over SSL or TLS, select the appropriate option from the drop-down list.
Optionally, to use SMPT authentication, enter the Exchange username and password.
¢
If you are not using any of the above, click Other, and enter the name of the SMTP server,
and optionally, enter the appropriate username and password for SMPT authentication.
7.
To ensure that you can successfully send emails, click Send Test Email and check if the test email
was received at the specified email address.
8. Click Next.
To exit the screen and begin using Sugar, click Finish. This displays your Home page in Sugar.
9.
To configure your user preferences, click Continue. For information on configuring User
Preferences, see Accessing Sugar and setting your User Preferences.
10.
To view options to perform other administrative functions such as creating users and teams, click
the Admin link on the top right corner of your page to go to the Administration page.
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Users
1. Overview
2. User Management
2.1. To create a regular user or an administrator user
2.2. To assign roles to a user
2.3. To manage user information
2.4. To delete a user
2.5. To create a Group User
3. Role Management
3.1. Creating Roles
4. Password Management
4.1. Enabling Authentication in Sugar
4.1.1. LDAP Authentication
4.1.2. SAML Authentication
4.2. Email Templates
4.3. LDAP Support
Overview
This section describes how to manage teams, users, and roles.
User Management
Use the User Management option to create, edit, activate, and deactivate users in Sugar. You can create a Regular
User, a System Administrator, and a Group User.
A Regular user can access and use Sugar modules but does not have administrative privileges.
A System Administrator is a user who has administrative privileges in Sugar to perform tasks such as creating users.
The System Administrator can access all modules and records. Role restrictions, discussed later in this chapter, do not
apply to System Administrators.
A Group User is a bucket that is used for inbound emails, and does not count toward the number of Sugar licenses that
you purchase for your organization. For example, creating a group mail account for Support creates a group user named
Support to handle customer support issues. Users can distribute the emails to other users from the group inbox. You
can create a group user from the Users Home page or when you create a group for incoming emails as described in
Inbound Email.
The user name displays in the list on the Users Home page and the employees list on the Employees Home page after
you create a Regular user or an Administrator. Group user namesand Portal API user names display in the Users list but
not in the employees list.
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