When you log into Sugar, your name displays at the top right of the screen. You can click it to view or edit your default user settings. You can also view the list of modules you are allowed to access, and your access level permissions, such as View, Edit, and Delete, for each module. You can edit some of these settings to suit your requirements, such as the Sugar modules that you want to view when you log in. However, you cannot change your level of access to modules, or view modules that you are not allowed to access.
The default language pack that Sugar uses is the US English language pack. If the System Administrator has installed other language packs, you can change to a different language. Language packs change the language on the Sugar User Interface but not the data.
Getting Started
User Profile
This tab displays your profile information such as your full name, your Sugar user name, phone number, address, title, and email address. It also displays the teams to which you belong. When you go on vacation, you can enter the dates on this page in the User Holidays section.
Employee Information
This information, entered by the administrator, displays information such as your title, your supervisor’s name, and your contact information.
Email Settings
The Email Settings section displays your email address and email client. The system administrator may have set up one or more email addresses for your mail accounts and may have specified your primary email address for your automated response to emails. You can edit this information as described in “To change your email settings”.
If the administrator has set up an SMTP server and has enabled you to use the associated mail account to send out emails, you can do so automatically. If the administrator has not enabled you to use the mail account, you will see fields for the SMTP user name and password. Enter the user name and password for your mail account to send out emails using this SMTP server. Alternatively, you can specify another SMTP server from the Emails module as described in
“Configuring Email Settings” Password
Use this tab to change your password as described in “Managing Your Password”.
Advanced
This tab displays the following sections:
User Settings
In this section, you can change the default settings for the following:
Export Delimiter. This is the character that will be used to separate field values when you export data from Sugar. The default is a comma (,).
Import/Export Character Set. From the drop-down list, select a character set to use to export and import data and in Vcard generation.
The administrator sets the default export settings such as the delimiter used to separate data in export files and the default character set used to import and export data from Sugar. However, you can override the administrator’s settings with your own. The default character set to export data is UTF-8. If your locale is not US or Western Europe, you must specify the appropriate character encoding for your locale. This ensures that the character set used by the Sugar system to create the exported file is mapped to the correct character set on your machine. For example, MS Windows uses SJIS in Japan. So, users in this locale will need to select SJIS as the default export character set instead
Accessing Sugar and Setting Your User Preferences
Show Full Name. Select this option to display your full name in Sugar Feed and User Feed entries as well as in the “Assigned to” field in records.
Notify on Assignment. When you enable this option, you will get an email notification when a record from any of the following modules is assigned to you: Accounts Contacts Opportunities Leads Meetings Calls Tasks Cases Bugs Quotas Knowledge Base Campaigns Projects
Reminders. From the drop-down list, select a default time interval as a reminder for calls and meetings.
Mail Merge. If you are using Sugar Plug-in for Word, you can enable this option to merge data such as names and addresses from Sugar with form letter templates created in Word. The System Administrator must also enable this option in order to enable users to use it.
Default Teams. Click Select to choose a team as your primary team. You can be a member of multiple teams. To specify a secondary team, click Add to add a new field and then click Select to choose the team.
No Opportunities. Select this option if you are not involved in sales activities, and therefore, do not need to be assigned opportunities.
If you are an administrator, you can also assign yourself to the role of a Group User through the User Management option on the Administration Home page.
Layout Options
In this section, you can change the default settings for the following:
Edit Tabs. You can hide modules that you do not need to use. To hide a module, move the module tab to the Hide Tabs list using the right arrow. Similarly, to display a module, use the left arrow to move it from the Hide Tabs list to the Display Tabs list. If you log in as the administrator, you can apply these settings globally from the Administration Home page.
You can also change the order in which module tab display in Sugar. To move up a module, select the module in the Display Tabs list and click the Up arrow; click the Down arrow to move down the module.
Getting Started
| Number of tabs.You can enter a value to specify the maximum number of
module tabs to display at the top of page before the overflow menu, indicated by a down arrow, appears.
| Number of subtabs.You can enter a value to specify the number of subtabs to
display per tab before an overflow menu appears.
| Subpanel Tabs. You can enable this option to group subpanels into tabs in the
Detail View of records.
| Subpanel Links. You can enable this option to display a row of shortcut links
for subpanels.
Locale Settings
In this section, you can change the default settings for the following:
Date Format. From the drop-down list, select a date format for time stamps. The default is mm/dd/yyyy.
Time Format. From the drop-down list, select a time format for time stamps. The default is in hours.
Time Zone. Set your time zone.
Name Display Format. Specify how names will be displayed in records. The default is Salutation, first name, and last name (SFL).
Currency. From the drop-down list, select the currency to use in records. The default is the US Dollar.
Currency Significant Digits. From the drop-down list, select the number of digits that display after a decimal.
Decimal Symbol. Specify the decimal symbol to use. The default is a period (.).
Calendar Options
Publish Key. You can enter a key number to publish free/busy information from an external calendar application, such as Microsoft Outlook. You can provide this key to users of other calendar applications if they want to view your calendar. Sugar restricts access to your calendar to individuals who can provide this key.
Access
This tab displays the access permissions that the administrator has granted you for a module to perform specific actions, such as editing and deleting records. The
administrator can enable or disable access to any Sugar module. You cannot edit these settings.
Roles
Scroll down the Access page to view roles that the system administrator has assigned to you. You cannot edit your roles.
Downloads
This tab displays links to Sugar Plugins for Microsoft Outlook, Microsoft Word, and Microsoft Excel. To download a plug-in to your local machine, click the
Managing Your Password
If you want to revert to your default settings after saving any changes that you made, click ResetUser Preferences and click OK to confirm your action.
Similarly, if you customize your Home Page or Dashboard, you can restore the default settings by clicking the Reset Homepage and Reset Dashboard respectively.