Creating a new user or employee

Setting up a user is a multi step process involving several set up modules.
1. Set up User
2. Set up Email account
3. Set up a Role
4. Assign a Role

Log on as administrator and click on Admin (circled below)

Navigate down the page to USERS section. click on User Management

A new menu will display at the top of the page (bottom of the menu area). Click on
Create New User (circled below)

The menu below will display. Fill in all the User Name, first Name, Last name, Select Regular User
unless the new user is an Administrator, work Phone(will be used in the footer on email templates),
Title, Email address, address information fields, email address, select external email client

Click on the password tab and a password menu will display. Fill in the password twice.

Click Save.
Next set up an email account. click on Admin (circled below)

Navigate down the page to Email section. Click on Inbound Email

A new menu will display at the top of the page (bottom of the menu area). Click on
New Bounce Handling Account (circled below)

The menu below will display. Fill in the email information (same as Outlook) and also
the bounce handling section. Click Save. Click Test Settings. If the test comes back showing
the email account function, proceed to the next step. If the test fails check your settings
and retest until the test is successful.

Next step is to set up a role or assign the new User to a Role. Navigate down the page
to USERS section. click on Role Management (circled below)

A new menu will display at the top of the page (bottom of the menu area). Click on
Create Role (circled below)

The menu below will display. Fill in a name and click save. Or you can assign a new user
to a role. See instructions for assign a user further down the page. whether creating a
new role or using an existing role the user MUST be assigned to a Role . Failure to assign
to assign a Role will allow a non-admin to see all the data for everyone on the CRM instance.

The menu below will display. the image below shows a menu of options with the options
selected for a non-admin user (sales for instance) . When the options have been selected click save.

Next click on List Roles. A list of roles will display. click on the Role you want to add a user to.

The menu below will display. Click on Select User. A sub-menu will display
a list of users. Select the user(s) you want added to the Role. Click save.

To set up Security Suite (similar to Roles) go to the Admin/Security Suite
section and click on Security Suite Group Management (circled below)

Click on the security Group you wish to add a User to.

Select the User you want to add to the Security Suite Group

Exit the Security Suite Group Management Module and all
the new User set up is complete.

Log on to SugarCRM using the new User's credentials and
check to see if only their information is viewable. If other
User's information is viewable the Role set up is incorrect.
Also change the upper left dashlet on the Home page to by clicking on Home
and the edit button (circled) and placing the link below in the navigation line
that displays when you click on the edit button
https://www.lphcrmsolutions.com/LPHCRM/index.html