Add a Tutorial to Your User Guide
Tutorials describes steps for completing an end-user task. To mark a tutorial, add any of the following tags to any page:
Add a Troubleshooting Page
Troubleshooting pages are for users to identify reasons and fixes for problems. To mark a troubleshooting page, add the tag
article:task-troubleshooting to any page.
Add a Reference Page to Your User Guide
Reference pages list essential facts about a feature or system. To mark a reference page, add the tag
article:reference-feature to any page.
This guide describes options that enable Sugar administrators to configure the application to meet their organization’s requirements.
The Admin Wizard displays when you log into Sugar for the first time after installation. This wizard guides you through the process of branding, localizing, and configuring email settings in Sugar that will be applicable to all users in your organization. You can skip this step if you prefer to do it at a later time.
This section describes how to manage teams, users, and roles.
Connect to the various SugarCRM services where you can access the SugarCRM forums and Sugar Wiki, search FAQs (Frequently Asked Questions), download the latest Sugar version, file and research reported bugs, request new features and more.
This section includes options to configure system-wide settings that apply to all users in your organization.
Administrators can setup and manage mail accounts for inbound and outbound emails, including campaign emails, using the options defined in this section.
The Developer tools section displays options that enable you to build new modules and customize existing ones.
The Module Builder enables you to build custom modules; Studio enables you to customize existing modules. To create relationships between modules, see Creating Relationships.
After you build a module in Module Builder, you can deploy the module directly within the current instance, or you can use the Module Loader to install it in another Sugar instance. For more information, see Module Loader.
This section provides the Releases option that enables you to maintain a list of releases for your product. This list will be available in the Release drop-down box that is displayed when reporting a new bug in the Bug Tracker module.
As an administrator, you can create and manage employee records. When you create an employee record, it is automatically added to the Employees list as well as the Users list. Similarly, when you delete an employee, the associated user record is also deleted.
Advanced Configuration options enable you to exercise tighter control over user actions in your Sugar instances.