Sugar Market Permissions

Overview

Sugar Market permissions are granted to users either directly to users' accounts or through roles in Sugar Market, as described on the User and Role Management page. This page includes a list of all available permissions in Sugar Market; however, your Sugar Market account may only include a subset of these permissions.

Permissions Categories

Permissions, also referred to as Navigation Access or Security Attributes, are grouped into the following categories:

CRM Access Permissions
CRM Admin Permissions
Dashboard Permissions
Dialogs Permissions
Events Permissions
Lead Analyzer Permissions
Marketing Permissions
Marketing Admin Permissions
Marketing Dashboard Permissions
Reports Permissions
Tools Permissions
Web Forensics Permissions

CRM Access Permissions

Name	Description
Account Call Down	Creates a temporary list of Accounts that can be used in a "call list". Use filters to define the results of the call down.
Calendar	Links to a Calendar where you can schedule meetings with a specific contact.
Call Down	Creates a temporary list of Contact records that can be used in a "call list". Use filters to define the results of the call down.
Contact Journey	Enable this permission to view the Iframe journey within your CRM. This is used if you have an older Sugar Market solution installed in your CRM that is pointing to the legacy "Marketing dashboard" Iframe.
Contacts 1.0	Enables the use of the legacy Sugar Market Contacts view in the Sugar Market CRM.
Contacts 2.0	Enables the use of the most recent Contacts view in the Sugar Market CRM.
LinkedIn	Application that allows you to search LinkedIn information within Sugar Market. Requires login to LinkedIn and authorization.
Merge Accounts	Allows you to merge duplicate Account records on the Merge tab.
Merge Contacts	Allows you to merge duplicate Contact/Lead records on the Merge tab.
Opportunity	Access Opportunities created within the Sugar Market CRM and pulled from your external CRM.
Quick Click	Found under the drop-down menu of a Custom Report.
Recent	Search recent Accounts, Contacts, or Opportunities.
Recent Accounts	View the most recent Account accessed from this user account.
Recent Opportunity	View the most recent Opportunity accessed from this user account.
Recruiting Features	Allows access to candidate management functionality.
Schedule Me	Unique integration into GoToMeeting that allows Sugar Market users to create "available" slots on their schedule.
Search	Search for CRM information (e.g. Accounts, Opportunities, Contacts).
Tasks	View a list of Tasks to be completed for each Contact record.
Recent Contacts	View the most recent Contact accessed from this user account.

CRM Admin Permissions

Name	Description
Candidate Page Layouts	Define the layout for the Candidate Page.
Code Tables	Define the categories and tables that appear in the CRM within Sugar Market.
Contact Capture Config	Allows Advanced definition of Privacy Cookie (user menu > Administration View > Administrator > General > Web Tracking Code).
Contact Page Layouts	Define the layout for the Contacts Page.
Create Table	You have the ability to bring in custom fields from different tables within your CRM Application by "Creating a Table".
Field Definitions Accounts	Define Account level fields and link them to your external CRM if needed.
Field Definitions - Tasks	Define Task fields and link them to your external CRM if needed.
Field Definitions Activities	Define Activity fields and link them to your external CRM if needed.
Field Definitions Candidates	Define Contact/Lead/Candidate level fields and link them to your external CRM if needed.
Field Definitions Contacts	Define Contact/Lead level fields and link them to your external CRM if needed.
Field Definitions Opportunity	Define Opportunity fields and link them to your external CRM if needed.
Import Data Accounts	Process to import multiple Accounts via CSV file.
Import Data (CSV)	Process to import multiple Lead/Contact records via CSV file.
Import Data (XLS)	Process to import multiple Lead/Contact records via XLS file. Also controls access to the "Marketing -> Import Wizard" menu item.
Import Data Activities	Process to import multiple Activites (Tasks) via CSV file.
Import Data Opportunity	Process to import multiple Opportunities via CSV file.
Import Trigger Recipients	Import list of Emails to a specific Trigger Campaign.
Lead Page Layouts	Define Lead Card Layout in Sugar Market.
Mass Delete Contacts By Report	Delete multiple records by referencing a previously created Report.
Mass Delete Contacts By Segmentation	Delete multiple records by previously defined Segmentation.
Mass Update Contacts	Ability to complete a mass update to a field within the Contact/Lead or Account table only.
Page Layouts Accounts	Define page layout for Account card.
Page Layouts Activities	Define page layout for Activity card.
Page Layouts Opportunity	Define page layout for Opportunities card.
Page Layouts Tasks	Define page layout for Tasks page.
Web Analytics Category	Create additional tracking scripts for different sites.

Dashboard Permissions

Name	Description
Email	Dashboard to see Email Campaign performance.
Event	A comprehensive visual display of an event's registrants, attendees, leads, and conversions.
Lead & Scoring	The lead dashboard is where users can see an overview of leads in the system by scoring profile.
Multi-Channel	The multi-channel marketing dashboard is a robust visual view of your multi-channel marketing efforts.
Nurture	Analysis of your nurture performance by step.
Pages & Forms	An overview of your aggregate Landing Page results and performance.
Sales	Visual representation of opportunities by Sales Rep.
URL Shortener	Information about the top landing pages/landing pages associated with a URL Shortener. Provides visual graphs showing the individual landing pages and the number of starts and completions for each.
Web & Social	An overview of your web activity, the performance of your web pages and your social efforts, and statistics on traffic and social sharing.

Dialogs Permissions

The permissions in this category relate to Landing Pages.

Name	Description
Dialog External Form	Create External Lead Form scripts and code that can be hosted on your own Landing Pages.
Dialog List	List of Landing Pages that are in your account.
Dialog Optimization	Found on Itty Bitty pages, allows you to select multiple landing pages and the Itty Bitty will do a round-robin testing of the landing pages.
Dialog Wizard	Start the wizard to create a new Landing Page, step-by-step.
Itty Bitty	Allows you to create a smaller URL that you can use to post on sites to minimize your characters.
Media Manager	Upload images and other files for use in Landing Pages and Templates.
QRCodes	The QR Image allows you to associate any URL to a QR code, which the Sugar Market system can generate and track hits.
Skins	List of Landing Page Templates.

Events Permissions

Name	Description
Event Check-in	This feature allows you the ability to Check-In attendees to a specific event.
Event Management	List of saved Events.
Event Wizard	Create a new Event via the Wizard.
Goto Webinar	Found under user menu > Administration View > CRM Administrator > External Connectors > Sources, used to integrate your GoToWebinar account with Sugar Market.

Lead Analyzer Permissions

Name	Description
Account Alert Report	You have the ability to view recent Accounts that have engaged in web activity and have a score greater than zero.
Alert History	Alert History based on configurable date range.
Contact Alert Report	You have the ability to view recent contacts that have engaged in web activity and have a score greater than zero.
Event Listener	Sugar Market "listens" for new and updated actions in a contact record. Based on these conditions, the application can automatically enter a contact or lead into a trigger campaign.
Scoring Profile	Create Scoring Profiles based on Account or Contact data.
Templates	Create Alerts based on Account or Contact scoring profiles.

Marketing Permissions

Name	Description
Calendar	View company calendar.
Campaign Designer - Allow All	Enables checkbox under "Send to" tab for Email designer. Allows you to send to ALL records in the database.
Campaign History	Adds navigation access to Marketing → Email Status \|\| Also accessible from inside ODS - Allows you to see HTML revision history.
Campaign Preview	Shows a preview of what your Email Campaign looks like.
Distribution List	Access Distribution Lists.
Dynamic Distribution Lists	Access Dynamic Distribution Lists for integrations with Sugar Sell.
Drip	Access Drip Email Campaigns.
Dynamic Content	The content of an email campaign dynamically changes based on the recipient.
Email	Access Email Builder.
A/B Testing	Tabs are enabled on Email Campaign editor when "A/B Testing" checkbox is selected.
Advanced A/B Testing	Made available when A/B Testing is checked.
Litmus	Enables "Spam Diagnostics and Preview" under Email Campaigns "Testing" tab.
Marketing Assets	Access Asset Library.
Preview Email Encoding	Generate a preview in your browser with merge fields populated and links encoded for tracking.
Recurring	You are able to set an email to be sent out multiple times by checking this box.
Return Path	You are able to set the From: field in an email.
Submit to Preview	Submit HTML to preview service to see how it will look in various email clients.
UnSubscribe Link	If your email does not contain the unsubscribe merge field, then Sugar Market will automatically add an unsubscribe link at the bottom of the email.
Marketing Assets	The ability to upload documents that can be used in email campaigns as attachments.
Media Manager	Upload images and other files for use in Email Campaigns and Templates.
Multi-Channel Marketing	Allows you to compare your lead database to your marketing activities.
Nurture Architecture	Access Nurture Builder.
Add to Nurtures	Allows users to add/remove a contact from nurtures (through the lead/contact card only).
Segmentation	The ability to create new and edit existing segmentations to query the database within the system.
Template Library	Access templates pre-built by Sugar Market.
Templates	Access Email Templates.
Triggers	Create Trigger-based campaigns.

Marketing Admin Permissions

Name	Description
Account Entry Alert HTML Editor	Account Entry Alerts are alerts that will contact the Account record owner that a contact from the account has just entered the website. You have the ability to edit the layout/template of the Entry Alert in the HTML Editor.
Alias Account	Used to create Accounts that should be ignored (like test, or aaaaa) and Accounts that should be substituted (ACME and ACME, Inc).
Alias Web Keywords	Ignored keywords are used in Standard Reports and Dashboards. Substitute keywords are used in back-end processing of Web Activity.
Change Tracking	Tell the system which fields should be tracked during the Event Listener.
Customer Attributes	Access and edit the General Customer Attributes within the system.
Customer Logs	View the customer logs that are occurring in Sugar Market throughout the day, including individual items occurring with the records in the database.
Dashboards	Create and edit customized dashboards.
Double Opt In	Global access to enabling double opt-In option under Account Configuration.
Dynamic Email Content	Access to create dynamic email options.
Email Balance	Check your remailing account Email Balance.
Email Delivery Status	Bounced Email Administration. See who has bounced and remove Soft Bounces, if needed.
Entry Alert HTML Editor	Edit HTML for Entry Alerts.
Exit Alert HTML Editor	Edit HTML for Exit Alerts.
Folder Organization	Global access to editing folder structure for each module.
General Attributes	See Customer Attributes.
Geos and Lists	The ability to create Geography Groupings (Geos). Group countries, states, or postal codes together and easily assign the Geos to your specific users.
Google Adwords	Integrate Google Adwords account with Sugar Market. Requires additional setup from Sugar Market Support team.
Guarded Watch	A list of Contacts that will no longer receive emails from the system.
IP Address Rules	Define access rules for IP Addresses.
Job Status	The ability to view the user activity that is occurring in Sugar Market throughout the day.
Microsoft CRM	External Connector setup for Microsoft CRM.
Netsuite CRM	External Connector setup for Netsuite CRM.
Roles	Assign data, navigation, report, and dashboard access for users.
Sage CRM	External Connector setup for Sage CRM.
SalesForce.com	External Connector setup for Salesforce CRM.
Segment Creation/Editing	Access to create and edit segments.
Sources	Access external connector for GoTo Webinar.
SugarCRM	External Connector setup for SugarCRM.
Suppression Lists	Create Suppression Lists that appear on the unsubscribe page.
Unsubscribe HTML Editor	Ability to customize the Unsubscribe web page in Sugar Market's Global Settings.
Update Credit Card	Update the credit card on file with Sugar Market.
Users	Access to User Administration.
Web Tracking Code	Access your Web Tracking JavaScript code.

Marketing Dashboard Permissions

The following permissions grant access to features located in the Marketing Dashboard.

Name	Description
Marketing Add To Campaign	Add a record to a specific campaign.
Marketing Compose Email	Compose a one-off email to a Contact.
Marketing Dialogs	The Landing Pages that have been completed by a Contact.
Marketing Distribution Lists	The lists to which a Contact belongs, or add to a new list.
Marketing Events	Events in which the Contact has participated.
Marketing Life Cycle	Lifecycle data for a Contact record.
Marketing Multi-Channel Marketing	A list of Multi-Channel Marketing results and activities for the record in the Marketing Dashboard.
Marketing Quick View	A quick overview of a Contact record.
Marketing Recent Web Activity	Recent Web Activity for a Contact record.
Marketing Scoring	Scoring profiles for a Contact record.
Marketing Scoring Summary	Scoring summary for a Contact record.
Marketing Sent Emails	History of emails sent to a Contact record.
Marketing Web History	Overall Web History for a Contact record.

Reports Permissions

Name	Description
Contact Touchpoints	This is the "Contacts Warehouse" report under the reports tab > standard > Category = Contacts.
Custom Reports	Used to created Reports based on custom criteria.
Global Reports	Preset reports defined by category.
Pivot Table	Create new reports in Pivot Table format.
Report Builder	Create Custom reports manually.
Report Wizard	Create Custom reports via the wizard.
Standard Reports	Preset reports defined by category.
View Builder	Create new table views to use for Custom Reports.

Tools Permissions

Name	Description
Change Password	Change password for current User account.
Email Subscriptions	View system notification subscriptions for current User account.
Preferences	See Preferences for current User account.

Web Forensics Permissions

Name	Description
Web Tracker	The Web Tracker gives users real-time information on people that are visiting the web site.