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Platform: Access Control

Sugar Access Control levels allow information to be shared or restricted based on user role. Administrators can determine what information that role can access at either a module, view or field level. Access Control rights include the ability to access, view, edit, import or export.

Impact

  • Ensure information security by controlling edit privileges
  • Protect confidential information within the organization
  • Reveal general information across the company
CRM Platform: Access Control Enlarge to full screen Next: Workflow
Platform: Access Control
*Next: Workflow

Field-Level Access Controls

Control access to information at the field level.

Role Management

Define what a user can view based on role within the organization.

Edit Privileges

Define read-write and edit permissions based on user role.