Employees vs Users

Overview

Sugar contains an admin-facing Users module and a user-facing Employees module. While they are similar, they are not the same.

Description

When a new user record is created by an administrator, a corresponding employee record is created in the Employees module, which can be viewed by regular users via the Employees option under their user profile menu. Administrators may also choose to create employee records ad hoc that are not related to Sugar's users. All users can view employee information and export employee record details. However, they cannot create or manage employee information as administrators can.

All users are employees, but not all people listed in the Employees module need to be users. To be a user, an employee must have a username and password to log in to Sugar. A user takes up a Sugar license for the CRM product purchased. Employees who are not users do not take up a license seat.