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Course Goals
Administrator Getting Started
Navigate the Sugar Admin page
Configure common system settings
Add your company logo to your Sugar system
Understand Module Loader
Implementing Users, Teams and Roles
Understand user types, create, edit, activate, and 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 roles
Using Sugar Studio
Perform basic customizations to the screen layout and mobile layout of a given module
Create custom fields for a given module
Edit dropdown values for a standard field or a custom field
Restore to a previous version of a screen layout
Using Module Builder
Understanding module packages
Develop custom modules
Manager custom fields
Create module relationships
Organize module layouts
Deploy modules
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
CreatingEffective Workflows
Understand when to use Sugar workflow
Configure your system to enable workflows
Utilize the Sugar workflow components such as conditions and alerts
Configuring Tracker Settings
Configure Tracker Home Page
Create Tracker Reports
Configure Tracker Settings
Managing Connector Settings
Set Connector Settings
Enable Connectors
Map Connector Fields
Manage Connector Search
Password Management
Setting Password Requirements
Editing Email Templates
Setting Link Expiration
Managing User-Generated Password Expiration
Editing Login Lockout
Enabling Captcha Validation