How to Create Team, Users, and Roles


Before you start with SugarCRM you need to know what the team, users and roles to run your CRM easily.

This video you will learn about:

  • Understand user types, create, edit, activate and deactivate users in sugar;
  • Reassign records;
  • Understand team characteristics, create teams, assign users to teams, manage team information and create and manage team notices;
  • Define role characteristics, create roles and manage field level access.