sugar 7.6 and role-based record views

Sugar 7.6 and Role-Based Record Views

New In Sugar 7.6

Sugar 7.6 includes a number of feature enhancements. Key enhancements include: • Sugar Process Author• D&B Build-a-List Bulk Imports• Additional Schedulers

And last, but not least…• Role-based Record Views

Role-Based Record Views In Sugar 7.6

• In Sugar 7.6, admin users can create customized record view layouts based on roles in Sidecar modules.

• This allows admin users to limit fields in the record view to information that is only relevant to a user’s role.

Role-Based Record Views In Sugar 7.6

To modify the record view of a module based on roles, you will need to:

Role-Based Record Views In Sugar 7.6

To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel

Role-Based Record Views In Sugar 7.6

To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel

2. Select Studio under Developer Tools

Role-Based Record Views In Sugar 7.6

To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel2. Select Studio under Developer Tools

3. Select a module

Role-Based Record Views In Sugar 7.6

To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel2. Select Studio under Developer Tools3. Select the module

4. Select Layouts

Role-Based Record Views In Sugar 7.6

To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel2. Select Studio under Developer Tools3. Select the module4. Select Layouts

5. Select Record View

Role-Based Record Views In Sugar 7.6

To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel2. Select Studio under Developer Tools3. Select the module4. Select Layouts5. Select Record View

6. Lastly, Select a Role

Role-Based Record Views In Sugar 7.6

From here, you can alter the record view with Sugar’s drag-and-drop functionality:

For more information On Sugar 7.6, visit AtcoreSystems.com

orContact Us at

sales@atcoresystems.com