Teams, Roles and Security
Mitigate security concerns and reduce risks for your business with Sugar’s security features. Ensure each user gets access to only the relevant customer data and information as tied to their job roles and your company’s security policies.
Sugar provides a comprehensive set of CRM security capabilities to manage teams, roles, and access privileges.
Sugar roles define permissions for users such as what kinds of records they can access and what level of access they are allowed. Roles work in conjunction with Teams to form a robust CRM security model for non-admin users in Sugar.
Team-based security can simplify CRM security administration for organizations that are experiencing rapid growth and/or transformation. Team membership determines which records a user is allowed to see, while role membership determines module availability and what a user can do with the records he can see.
Roles are used to control access to modules and the fields within those modules. Users belonging to a particular role will have the ability to access increased or reduced functionality depending on the module- and field-level changes made within the role.
All of the above can be easily configured by Sugar Administrators.