Sugar Community Edition 6.5.0 Administration Guide

This guide describes options that enable Sugar administrators to configure the application to meet their organization’s requirements.

Topics

• Admin Wizard
  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.
• Users
  This section describes how to manage teams, users, and roles.
• Sugar Connect
  Connect to the various SugarCRM services where you can access the SugarCRM forums and Sugar Wiki, search FAQs (Frequently Asked Questions), download the latest Sugar version, file and research reported bugs, request new features and more.
• System
  This section includes options to configure system-wide settings that apply to all users in your organization.
• Email
  Administrators can setup and manage mail accounts for inbound and outbound emails, including campaign emails, using the options defined in this section.
• Developer Tools
  The Developer tools section displays options that enable you to build new modules and customize existing ones. The Module Builder enables you to build custom modules; Studio enables you to customize existing modules. To create relationships between modules, see Creating Relationships. After you build a module in Module Builder, you can deploy the module directly within the current instance, or you can use the Module Loader to install it in another Sugar instance. For more information, see Module Loader.
• Bug Tracker
  This section provides the Releases option that enables you to maintain a list of releases for your product. This list will be available in the Release drop-down box that is displayed when reporting a new bug in the Bug Tracker module.
• Employee Records
  As an administrator, you can create and manage employee records. When you create an employee record, it is automatically added to the Employees list as well as the Users list. Similarly, when you delete an employee, the associated user record is also deleted.
• Advanced Configuration Options
  Advanced Configuration options enable you to exercise tighter control over user actions in your Sugar instances.