Security & Role Management

Define the roles within your organization for efficiency.

Sugar’s role management tools allow you to configure your system so that views, fields and access are made available to the right people at the right time.  This allows Sugar users to quickly access relevant information even though there can be a lot of information available to users.

Field Level Permissions

Sugar’s role management tools have the ability to restrict fields so that they are read only or read only to the owner of the record.  You can also define which fields can or can not show depending on the role the user is assigned to.

Multiple Roles

You can create a number of different roles so that everybody in your organization is setup to see what they need.  This also helps reduce clutter that a CRM can offer because of how much information is stored in the system.