Sugar Market Permissions
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, 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
|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.
|Links to a Calendar where you can schedule meetings with a specific contact.
|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.
|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.
|Enables the use of the legacy Sugar Market Contacts view in the Sugar Market CRM.
|Enables the use of the most recent Contacts view in the Sugar Market CRM.
|Application that allows you to search LinkedIn information within Sugar Market. Requires login to LinkedIn and authorization.
|Allows you to merge duplicate Account records on the Merge tab.
|Allows you to merge duplicate Contact/Lead records on the Merge tab.
|Access Opportunities created within the Sugar Market CRM and pulled from your external CRM.
|Found under the drop-down menu of a Custom Report.
|Search recent Accounts, Contacts, or Opportunities.
|View the most recent Account accessed from this user account.
|View the most recent Opportunity accessed from this user account.
|Allows access to candidate management functionality.
|Unique integration into GoToMeeting that allows Sugar Market users to create "available" slots on their schedule.
|Search for CRM information (e.g. Accounts, Opportunities, Contacts).
|View a list of Tasks to be completed for each Contact record.
|View the most recent Contact accessed from this user account.
CRM Admin Permissions
|Candidate Page Layouts
|Define the layout for the Candidate Page.
|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.
|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 to see Email Campaign performance.
|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.
|The multi-channel marketing dashboard is a robust visual view of your multi-channel marketing efforts.
|Analysis of your nurture performance by step.
|Pages & Forms
|An overview of your aggregate Landing Page results and performance.
|Visual representation of opportunities by Sales Rep.
|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.
The permissions in this category relate to Landing Pages.
|Dialog External Form
|Create External Lead Form scripts and code that can be hosted on your own Landing Pages.
|List of Landing Pages that are in your account.
|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.
|Start the wizard to create a new Landing Page, step-by-step.
|Allows you to create a smaller URL that you can use to post on sites to minimize your characters.
|Upload images and other files for use in Landing Pages and Templates.
|The QR Image allows you to associate any URL to a QR code, which the Sugar Market system can generate and track hits.
|List of Landing Page Templates.
|This feature allows you the ability to Check-In attendees to a specific event.
|List of saved Events.
|Create a new Event via the Wizard.
|Found under user menu > Administration View > CRM Administrator > External Connectors > Sources, used to integrate your GoToWebinar account with Sugar Market.
Lead Analyzer Permissions
|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 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.
|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.
|Create Scoring Profiles based on Account or Contact data.
|Create Alerts based on Account or Contact scoring profiles.
|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.
|Adds navigation access to Marketing → Email Status || Also accessible from inside ODS - Allows you to see HTML revision history.
|Shows a preview of what your Email Campaign looks like.
|Access Distribution Lists.
|Dynamic Distribution Lists
|Access Dynamic Distribution Lists for integrations with Sugar Sell.
|Access Drip Email Campaigns.
|The content of an email campaign dynamically changes based on the recipient.
|Access Email Builder.
|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.
|Enables "Spam Diagnostics and Preview" under Email Campaigns "Testing" tab.
|Access Asset Library.
|Preview Email Encoding
|Generate a preview in your browser with merge fields populated and links encoded for tracking.
|You are able to set an email to be sent out multiple times by checking this box.
|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.
|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.
|The ability to upload documents that can be used in email campaigns as attachments.
|Upload images and other files for use in Email Campaigns and Templates.
|Allows you to compare your lead database to your marketing activities.
|Access Nurture Builder.
|Add to Nurtures
|Allows users to add/remove a contact from nurtures (through the lead/contact card only).
|The ability to create new and edit existing segmentations to query the database within the system.
|Access templates pre-built by Sugar Market.
|Access Email Templates.
|Create Trigger-based campaigns.
Marketing Admin Permissions
|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.
|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.
|Tell the system which fields should be tracked during the Event Listener.
|Access and edit the General Customer Attributes within the system.
|View the customer logs that are occurring in Sugar Market throughout the day, including individual items occurring with the records in the database.
|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.
|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.
|Global access to editing folder structure for each module.
|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.
|Integrate Google Adwords account with Sugar Market. Requires additional setup from Sugar Market Support team.
|A list of Contacts that will no longer receive emails from the system.
|IP Address Rules
|Define access rules for IP Addresses.
|The ability to view the user activity that is occurring in Sugar Market throughout the day.
|External Connector setup for Microsoft CRM.
|External Connector setup for Netsuite CRM.
|Assign data, navigation, report, and dashboard access for users.
|External Connector setup for Sage CRM.
|External Connector setup for Salesforce CRM.
|Access to create and edit segments.
|Access external connector for GoTo Webinar.
|External Connector setup for SugarCRM.
|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.
|Access to User Administration.
|Web Tracking Code
Marketing Dashboard Permissions
The following permissions grant access to features located in the Marketing Dashboard.
|Marketing Add To Campaign
|Add a record to a specific campaign.
|Marketing Compose Email
|Compose a one-off email to a Contact.
|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.
|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.
|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.
|This is the "Contacts Warehouse" report under the reports tab > standard > Category = Contacts.
|Used to created Reports based on custom criteria.
|Preset reports defined by category.
|Create new reports in Pivot Table format.
|Create Custom reports manually.
|Create Custom reports via the wizard.
|Preset reports defined by category.
|Create new table views to use for Custom Reports.
|Change password for current User account.
|View system notification subscriptions for current User account.
|See Preferences for current User account.
Web Forensics Permissions
|The Web Tracker gives users real-time information on people that are visiting the web site.