Administering your Sugar implementation does not need to be a chore! Upsert Sudo for SugarCRM is our first offering in a line of tools facilitating successful administration of Sugar. With Upsert Sudo, administrators are able to navigate the application as other users in a secure manner eliminating the need to share or reset passwords.


Features and Benefits

New User Configuration

As new team members are onboarded, leverage Upsert Sudo to fine tune all of the user-specific configurations, dashboards, and credentials. Whether they are a new user to Sugar or your company, Upsert Sudo helps administrators mitigate the flood of new information your new team member needs to consume, expediting their ramp to being productive.

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User-specific Troubleshooting

Your team will encounter unexpected issues as they use Sugar; those issues will surface to your administrators to solve. Sugar has robust user-specific configurations and visibility rules that make it either difficult or impossible to reproduce as an administrator. Upsert Sudo facilitates identifying those configurations by immediately placing you in the same scenario as the user reporting the problem. The result is a more efficient troubleshooting process and path to resolution.

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Validation of System Changes

As you adapt your CRM to your business with tools such as Studio and Module Builder, validating what your end users experience can be cumbersome. Upsert Sudo allows administrators to quickly confirm design changes have the intended effects for users in different roles; you can then create concise communications and training materials so your users can deftly adapt to change.

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Completion of Critical Tasks

You may have a team member who needs to complete a time-sensitive task, but they are unable to access Sugar. They may be at a conference, traveling, or experiencing a disruption of service. Completing the action through Upsert Sudo as the specific user, rather than yourself, ensures that business logic and notifications dependent on that user generate the expected experience for your team and customers.

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DETAILS
Application Integration & Management
Sugar Sell
Sugar Serve
Sugar Enterprise
Sugar Professional
Version Compatibility

New User Configuration

As new team members are onboarded, leverage Upsert Sudo to fine tune all of the user-specific configurations, dashboards, and credentials. Whether they are a new user to Sugar or your company, Upsert Sudo helps administrators mitigate the flood of new information your new team member needs to consume, expediting their ramp to being productive.

User-specific Troubleshooting

Your team will encounter unexpected issues as they use Sugar; those issues will surface to your administrators to solve. Sugar has robust user-specific configurations and visibility rules that make it either difficult or impossible to reproduce as an administrator. Upsert Sudo facilitates identifying those configurations by immediately placing you in the same scenario as the user reporting the problem. The result is a more efficient troubleshooting process and path to resolution.

Validation of System Changes

As you adapt your CRM to your business with tools such as Studio and Module Builder, validating what your end users experience can be cumbersome. Upsert Sudo allows administrators to quickly confirm design changes have the intended effects for users in different roles; you can then create concise communications and training materials so your users can deftly adapt to change.

Completion of Critical Tasks

You may have a team member who needs to complete a time-sensitive task, but they are unable to access Sugar. They may be at a conference, traveling, or experiencing a disruption of service. Completing the action through Upsert Sudo as the specific user, rather than yourself, ensures that business logic and notifications dependent on that user generate the expected experience for your team and customers.

Resources

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