About Roles & Teams in Sugar
Roles are how we restrict access to certain fields, functions, modules and capabilities within Sugar; your role determines what actions you are able to perform in Sugar. Teams is how we restrict access to certain records; your team determines what data you are able to see in Sugar.
This is the most common role in Sugar. It is used for lawyers, sales team members, and Sugar support team members. Persons with standard access are able to perform all the tasks described in Sugar Basics and Getting More from Sugar in this documentation.
Standard Users can:
Create new contacts
Edit certain fields within the contact record
Create new BD Activity, Conference and Note records
View and create new Notable Legal Work
Print to PDF any reports they have access to
View invitation lists and add contacts to one
Standard users cannot:
Create or edit organisation records
Edit, delete, duplicate or create reports
For a full list of access levels see the Admin section of Sugar.
Marketing Users are members of the marketing and BD team. They can do everything that Standard Users can do, plus:
See and use the email module (used to send press releases)
Duplicate and create reports
Create, edit and delete invitation lists
See the Leads module
Create and edit alumni relationships
Delete and export notable legal work
Marketing Users cannot export any data, aside from Notable Legal Work. They cannot delete reports and there are other restrictions as well.
BD Admin Users have the same data export and amendment rights as regular Administrators, although they do not have access to the administrator panel. In addition to all the rights of Marketing Users, BD Admin users can:
Export data from reports or modules
Edit all contact fields
Administrator Users have unrestricted access to all enabled modules. Primarily, they can create and delete user accounts, edit layouts and data fields, enact system-wide changes, install software upgrades and more.
All Harneys Sugar Users are a member of the Global Team and virtually all records in Sugar are owned by the Global Team. This means that virtually all data held within Sugar is visible to all users.
Marketing Users are members of the Marketing Team. Certain reports that we need to use on a regular basis are visible only to the Marketing Team, primarily to de-clutter the report list for our standard users.
Partners and Directors are members of the Management Team. Certain reports that are used to track and benchmark the BD performance of staff members are visible only to the Management Team.
By default Sugar also sets up a Private Team for each and every Sugar user. We don't use these teams in any way although you could make invitation lists or reports visible only to certain users by assigning the report to that person's team.