User and Role Management

Overview

Sugar Market users with the Admin Navigation role can create and manage roles and user accounts, including security permissions. 

About Permissions

Permissions in Sugar Market can be granted directly to individual users and to roles. Roles define what users can access and the actions they can perform in Sugar Market. Using roles simplifies the process of managing permissions since you can define a group of security permissions in a role and then assign users to the role to share the same permissions. Roles are defined by one or both of the following attributes:

• Navigation Access: Controls the areas of the system a user can visit. Navigation access, which is also referred to as security attributes, is defined at detailed levels to control access to specific Sugar Market features, as shown in Sugar Market Permissions.
• Data Access: Determines which Sugar Market internal CRM data a user can access. In data access roles, everything created by the users (e.g. a template) or owned by the users (e.g. a specific contact record) assigned to the role is accessible to all other users that are assigned to the same role. When data access is not enabled for a role, users can only see the records they own and what they have created themselves in Sugar Market. Roles that have only data access can be viewed as read-only roles, which are useful when you have users who need to see data in your external CRM without needing access to all areas of Sugar Market. These roles allow each user's direct permissions to determine the specific locations within Sugar Market they are able to access. This allows all users to view summary data such as journies and scoring. Access to the other Buyer's Journey tabs will be dictated by the other roles to which each user is assigned.

Permissions Example

Consider a user assigned to a role that has permissions to access all dashboards. To also grant this user access to CRM tasks, assign the permission directly to the user account. This gives the user access to all dashboards and CRM tasks, while others assigned to the same role will only have access to the dashboards.

Key Attributes of Permissions

The following summarizes how permissions function in Sugar Market:

• Permissions can be granted at both the user level and the role level.
• Permissions are not restrictive (e.g. delete accounts). Permissions granted both directly to a user or through a role give full access to the corresponding functionality, so a user either has full access to a feature or none at all.
• Permissions granted to an individual user supersede any permissions that are defined in a role to which the user is assigned.
• Permissions are cumulative when a user is assigned to both a role and granted permissions directly in the user's account.
• Role permissions are defined in the role's Navigation Access tab.
• User permissions are defined in the user account's Navigation Access tab.
• You can assign an unlimited number of permissions to both users and roles.

Predefined Roles

The following four roles are included with Sugar Market to help get you started with managing permissions. You can use these roles as defined and assign them to users, make changes to their permissions¹, or copy them as the basis for a new role. You cannot delete these predefined roles. 

Creating Roles

In addition to the predefined roles, you can create your own roles. To assign permissions directly to user accounts instead of using a role, refer to the Managing User Permissions section.

To create a new role:

1. From the user menu, click "Admin".
2. In the Administrator section, within the User Administration tab, click "Roles".
   
3. Click the Create button at the top of the page.
4. Identify a name for the role and a description to make it easily identifiable, and then click the Save button. A confirmation message is displayed and the new role is added to the list of roles.

Note: When the role is created, there are no permissions attached to the role; you must edit the role to assign permissions.

Editing Roles

You can make changes to existing roles, including the name, description, type, and the specific permissions assigned to the role¹.

To edit a role:

1. From the user menu, click "Admin".
2. In the Administrator section, within the User Administration tab, click "Roles".
3. Locate the desired role either by scrolling through the list or searching by role name or description.
4. Double-click the role name, or with the role highlighted, click the Edit icon in the toolbar. The Role page displays.
   
5. Select one or both checkboxes for the type of permission:
   
   • Data Access: Allows everyone in the role to see what others in the role have created.
   • Navigation Access: Allows everyone in the role to have access to the same features. When this option is selected, the Navigation Access tab displays to allow you to set the specific locations in Sugar Market where this role will have access. Refer to the Sugar Market Permissions page for descriptions of each category.
     
6. On the Navigation Access tab, select the permissions that correspond to the Sugar Market features that users assigned to this role can access.
   
   Use the following guidelines when selecting permissions:
   
   • Select individual permissions by clicking the right-facing arrow with the location selected.
   • Select multiple permissions by holding the keyboard CTRL key while making selections. 
   • Add all Sugar Market permissions by clicking the double right-facing arrow.
   • To remove permissions from the Access Provided list, highlight the permission and then click the left-facing arrow, or click the double left-facing arrow to remove all selections.
7. Click the Save Changes button at the bottom of the page to save the selected permissions.
8. Click the Save Changes button at the top of the page to save the new role.

Refer to the Managing User Permissions section for information on assigning users to roles.

¹ You cannot change the Data Access or Navigation Access designation in predefined roles.

Copying Roles

It is often faster to create a new role by copying an existing role, especially if there are many permissions attached to the role. To create a role by copying an existing role:

1. From the user menu, click "Admin".
2. In the Administrator section, within the User Administration tab, click "Roles".
3. Locate the desired role either by scrolling through the list or searching by role name or description.
4. With the role highlighted, expand the three-dots menu and and select "Duplicate".
   
5. Identify a name for the new role and then click the Copy button.

Deleting Roles

1. From the user menu, click "Admin".
2. In the Administrator section, within the User Administration tab, click "Roles".
3. Locate the desired role either by scrolling through the list or searching by role name or description.
4. With the role highlighted, expand the three-dots menu and then select "Delete".
   

About Users

When your Sugar Market instance is integrated with an external CRM, your entire Users table is pulled into Sugar Market during the initial sync, and user accounts continue to sync in accordance with the sync schedule. This process does not grant these users access to Sugar Market, but the user accounts can be assigned as contact owners, alert recipients, and used in lead routing. To give user accounts access to Sugar Market, a user with the Admin Navigation role must initiate a password reset. 

Creating Users

To create users in Sugar Market after the initial sync with your CRM, we strongly suggest you create the user account in your CRM and let the account sync over to Sugar Market. This will ensure the user names are identical and will mitigate login issues caused by duplicate user accounts in Sugar Market. If you want users to only have access to Sugar Market and not your CRM, or if you are using Sugar Market without an integrated CRM, then proceed to the following section for instructions on manually creating user accounts.

Manually Creating Users

When creating new Sugar Market user accounts, you initially assign a default role. After creating the basic user account, you will then initiate a password reset and can further define user preferences and permissions through additional role assignments and direct permissions in the user account. The email address must be unique for each user account.

1. From the user menu, click "Admin".
2. In the Administrator section, within the User Administration tab, click "Users".
3. Click the Create button at the top of the page.
4. Complete all fields, and then click the Create button. A confirmation message displays indicating the basic user account was created.
   
5. Locate the newly created user by browsing through the user list or using the Search field at the top of the page.
6. With the user selected, click the three-dots menu in the toolbar and then select "Send Password Reset". A confirmation message displays indicating the password reset email has been sent to the user. The email will contain instructions and a link for the user to submit the password reset.
   

Managing User Accounts

Users with the Admin Navigation role can make changes to user accounts. To access your user accounts:

1. From the user menu, click "Admin".
2. In the Administrator section, within the User Administration tab, click "Users".

From this view you can do any of the following:

• Define User Preferences
• Manage User Permissions
• Reset User Passwords
• Manage User Subscriptions
• Deactivate User Accounts

Defining User Preferences

While users can define some basic preferences when they first log in to Sugar Market or by editing their own profile, those with the Admin Navigation role can manage additional details for all user accounts.

To manage user preferences:

1. In the Users list view, locate the desired account by browsing through the user list or using the Search field at the top of the page.
2. With the user account name selected, click the pencil icon in the toolbar.
   
3. On the Preferences page, make the needed changes to the options within each tab and then click the Save button. The following is an outline of each Preference tab:

• General: Basic user contact information, including user name, local time zone, and physical address.
• Social Profile: Links to the user's social media profiles, which can be used in merge tags².
• Territory: Specific locations and Geos to which the user belongs. Use the right-facing arrows to add locations and the left-facing arrows to remove locations.
• Options: Preferences related to Sugar Market Alerts. In the Alert CC Email field, identify the email addresses of recipients who should be copied on alerts sent to this user. In the Account Score field, identify the threshold number to define when an alert will be sent to the user. When Accounts that are assigned to the user fall below this threshold, an alert will be sent to the user.
• Roles: outlined here.
• Navigation: outlined here.
• CRM Layout: When there are multiple layouts available for Opportunities, you can select a specific layout to customize the display of Opportunity records for the user.

² The information on these tabs can also be edited by users when they edit their own profile.

Managing User Permissions

You can manage user permissions either through direct permissions or roles.

Managing Direct Permissions

To assign permissions directly to or remove permissions from a user account:

1. In the Users list view, locate the desired account by browsing through the user list or using the Search field at the top of the page.
2. With the user account name selected, click the pencil icon in the toolbar.
3. On the Navigation tab, select the permissions that correspond to the Sugar Market features the users can access. Use the following guidelines when selecting permissions:
   
   
   • Select individual permissions by clicking the right-facing arrow with the specific permission selected.
   • Select multiple permissions by holding the keyboard Shift key while making selections. 
   • Add all Sugar Market permissions by clicking the double right-facing arrow.
   • To remove permissions from the Access Provided list, highlight the permission and then click the left-facing arrow, or click the double left-facing arrow to remove all selections.
4.  Click the Save button at the top of the page.

Note: Any permissions the user may inherit from assigned roles are not reflected on this tab. Roles to which the user has been assigned are shown on the Roles tab.

Rapid Permission Removal

You can quickly remove a user's direct permissions from the Users list view. This will remove all permissions that are directly granted to the user, not any roles to which the user may be assigned. Use this feature with caution as it does not provide a warning before execution.

To quickly remove direct permissions, select the user account name, click the three-dots menu in the toolbar and then select "Remove All Security Attributes". A confirmation message displays.

Managing User Roles

You can assign users to or remove users from a role either in the role definition or the user preferences.

Managing User Roles within the Role Definition

To manage user roles within the role definition:

1. Follow the instructions for Editing Roles.
2. Navigate to the Users tab.
3. To assign users to the role, in the "Assign Users to Role" section, use the search field to locate the desired user. Select the checkbox next to the user names, or select the checkbox at the top of the list to select all users in the view¹, and then click the Add User button. The user names are added to the "Users Assigned to Role" section. The role name will also appear on the user accounts' Role tab.
4. To remove users from the role, in the Users Assigned to Role section, select the checkbox next to the user names, or select the checkbox at the top of the list to select all users in the view¹, and then click the Remove User button. This only removes the user from the role; it does not delete the user account.
   

¹ If the number of users exceeds the space available on the page, then clicking into the Select All checkbox will select all users shown in the current view, and the total number of users is displayed with a link that allows you to select all users.

You can also assign all users to a specific role in the Manage Roles list view by clicking the Add All Users button with the role name selected:

Managing User Roles in User Preferences

To assign users to or remove users from a role within the user preferences:

1. Follow the instructions for editing user accounts.
2. To add the user to a role, on the Roles tab click the Add New Role button. Select a role to assign to the user, and then click the Save button.
3. To remove the user from a role, on the Roles tab click the three-dots menu in the Actions column next to the desired role and then select "Delete". This action does not delete the role, it only removes the user from the role.
4. Click the Save button at the top of the User page.
   

Resetting User Passwords

In addition to initiating a password reset when you create a new user account, you can request a password reset on behalf of a user at any time. To change your own password, refer to the Sugar Market Settings and Preferences page.

To request a password reset:

1. In the Users list view, locate the desired account by browsing through the user list or using the Search field at the top of the page.
2. With the user account name selected, expand the three-dots menu and then select "Send Password Reset". A confirmation message displays indicating the password reset email has been sent to the user. The email will contain instructions and a link for the user to submit the password reset. 
   

Managing Report Subscriptions

While users can manage their own subscriptions to reports, you can also manage them for users.

To manage users' subscriptions:

1. In the Users list view, locate the desired account by browsing through the user list or using the Search field at the top of the page.
2. With the user account name selected, expand the three-dots menu and then select "Manage Subscriptions". The User Email Subscriptions page displays.
   
3. To select or deselect a standard report, click the checkbox next to the report name, or click the Check All or Uncheck All button at the top of the page.
   
4. To make changes to existing custom or landing page report subscriptions, expand the Actions menu next to the report name, and then select "Edit". Make the desired changes to the subscription settings, and then click the Save button.
5. To delete existing custom or landing page report subscriptions, expand the Actions menu next to the report name, and then select "Delete". Click the OK button in the confirmation dialog.
6. Click the Save Changes button at the top of the page after making all subscription changes.

Deactivating User Accounts

You cannot delete user accounts in Sugar Market, but if you delete a user account in your external CRM, then the user account will be deleted from Sugar Market at the next sync. Alternatively, you can deactivate user accounts to remove a user's access to Sugar Market.

To deactivate a user account:

1. In the Users list view, locate the desired account by browsing through the user list or using the Search field at the top of the page.
2. With the user account name selected, expand the three-dots menu and then select "Deactivate". The Deactivate User dialog displays, where you will select another Sugar Market to become the owner of any records assigned to the user you are deactivating. This step is required even when the selected user is not currently an owner of any records.
   
3. In the Assign To field, begin typing the Sugar Market user name to be the new record owner, and then select the desired name.
   
4. Click the Confirm button. The user account status is updated to Inactive in the Users list view.

To activate a user account:

1. Select the user account name in the Users list view,
2. Click the three-dots menu and then select "Activate". The user account status is updated to Active in the Users list view and the user can log in to Sugar Market using the previously existing credentials.