Add Employees-Users

Q: I took you literally when you said that folks must be set up as employees first before they can be set up as users. I set up Anne as an employee… when I created a user account for her, both Anne the employee and Anne the user are now showing up in the employee listing. I have unwittingly created a duplicate and I cannot figure out how to delete the unneeded account. Please advise.

A: Yes, this seems to be a common mistake for new administrators, including me. There seem to be multiple acceptable paths but I will only cover the one I think works best.

Add all employees as users

Adding all of your employees as users provides each with a username and password. If they should not have access to the system, they can later be marked as not a Sugar user.

You must be and administrator to add users.

1. Click “Admin” from the top shortcut bar
2. Scroll down and then click on “User Management”
3. Click “Create New User” from the left shortcut bar
4. Fill in required information
   1. First name, Last name, User name, and Password
5. Review “User Settings”
6. Skip “Locale Settings”
7. Enter “User Information”, “Address Information”, and “Calendar Options” as you see fit
8. Make changes to “Layout Options” if needed
9. Complete “Email Options”

Disable/enable employee users

Some employees are not meant to be SugarCRM users. Since you entered all employees as users, you should now disable any that really should not have access to the system.

1. Click “Employees” from the top shortcut bar
2. Check those employees whose Sugar access you wish to change
3. In the “Mass Update” section, set “Is Sugar User” to the appropriate setting
4. Click the “Update” button

These same steps may be used to enable employees to access Sugar.