{"id":5357,"date":"2020-03-23T06:37:56","date_gmt":"2020-03-23T06:37:56","guid":{"rendered":"https:\/\/tst-blog.myenterprise.in\/?p=5357"},"modified":"2024-10-04T08:01:51","modified_gmt":"2024-10-04T08:01:51","slug":"using-sugarcrm-teams-and-roles-sugarcrm-tips-and-tricks","status":"publish","type":"post","link":"https:\/\/www.bhea.com\/blog\/using-sugarcrm-teams-and-roles-sugarcrm-tips-and-tricks\/","title":{"rendered":"Using SugarCRM Teams and Roles – SugarCRM Tips and Tricks"},"content":{"rendered":"\n

Best tips to manage teams and roles in SugarCRM<\/h2>\n\n\n\n

Why Teams & Roles are Important in an Organization?<\/h3>\n\n\n\n

SugarCRM Teams and Roles play a very important role in the implementation process. We can say Teams, Roles play an important role from behind the scenes. Teams and Roles work together in SugarCRM.<\/p>\n\n\n\n

If you understand the importance of using Teams and Roles, you will also understand how to use it and why we should use them intelligently.<\/p>\n\n\n\n

Let\u2019s assume if you don\u2019t set up Teams and Roles and create 20 users in the system. So if each user started accessing the system and created all the records, there can be mismatch and unorganized data in the system which leads to havoc. To make things clear, Let us understand the users first.<\/p>\n\n\n\n

Assume, the users in your organization are of the following types:<\/p>\n\n\n\n

Roles<\/strong><\/td>All Regions<\/strong><\/td>North America<\/strong><\/td>APAC<\/strong><\/td>Europe<\/strong><\/td><\/tr>
Manager<\/td><\/td>1<\/td><\/td>1<\/td><\/tr>
Sales Executive<\/td><\/td><\/td><\/td><\/td><\/tr>
Support Manager<\/td>1<\/td>4<\/td>3<\/td>6<\/td><\/tr>
Support Executives<\/td>4<\/td><\/td><\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

SugarCRM has many standard modules. Apart from all these standard modules, your implementation might have added a few customer modules too. The standard modules are designed for 4 key areas like sales, support, marketing and collaboration.<\/p>\n\n\n\n

If your whole team is just a sales team, you can completely disable other modules like marketing modules and support modules. But if you are using it for sales and support, you can disable marketing modules from admin configuration.<\/p>\n\n\n\n

On the other hand, if you are using a combination of teams and have not set Roles in SugarCRM, they see all the 30 odd modules that come with SugarCRM. Roles are predominantly used to ensure the users see only the modules and fields that they need to see.<\/p>\n\n\n\n

What are SugarCRM Standard Modules?<\/h3>\n\n\n\n
\n
\n

Sales Modules<\/h4>\n\n\n\n