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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

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 Meeting Found under user menu > Administration View > CRM Administrator > External Connectors > Sources, used to integrate your GoToMeeting account with Sugar Market.
Goto Webinar Found under user menu > Administration View > CRM Administrator > External Connectors > Sources, used to integrate your GoToWebinar account with Sugar Market.
WebEx Found under user menu > Administration View > CRM Administrator > External Connectors > Sources, used to integrate your Webex 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 2.0.
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.
SMS Converts email campaign to SMS format (text only).
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 2.0.
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 connectors for GoTo Webinar and WebEx.
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.

Last modified: 2022-11-10 17:37:30