Highlevel Overview

Upsert® Sudo for SugarCRM is designed to make administering Sugar a breeze. Admins and select users can leverage this sudo add-on to navigate the application as other users, seeing exactly what the impersonated user sees and eliminating the need to share or reset passwords. Since this solution lets you assign sudo impersonation ability to regular users, teams, or roles, time-consuming tasks like troubleshooting and new-user setup can be delegated to managers and IT staff without giving those users admin access! Upsert Sudo is even compatible with SugarIdentity-enabled instances.

Upsert Sudo add-on for SugarCRM

Did you know Upsert is led by former SugarCRM support experts?

It's true: Upsert co-founders Jerry Clark and Chris Raffle have worked a collective 20+ years in the CRM industry, specifically (and previously) for SugarCRM! During that time, they were dedicated to building a global team focused on providing unparalleled customer experiences through empathetic service and technology-driven solutions. Today, Jerry and Chris run Upsert to develop smart solutions for businesses that either optimize existing systems and processes, or infuse new tools and concepts. This experience is an added bonus when it comes to having peace of mind for purchasing SugarCRM-compatible add-ons.

Watch Video Overview of Upsert Sudo

How it Works

With Upsert Sudo, individual users or all users in selected roles or teams can be tapped to have sudo permission. Create a new role for all of your sudo-enabled users, enable sudo for all users on the Management team, or keep all the masquerade fun to yourself by restricting sudo capabilities to admins only.

New-User Onboarding

As you introduce new team members to Sugar, you'll leverage Upsert Sudo to fine tune all of their user-specific configurations, dashboards, and credentials. Managers can rest easy knowing their direct reports see the most relevant data and are tracking the right KPIs. With Upsert Sudo, Sugar admins will mitigate the flood of information that new hires need to consume.

User-Specific Troubleshooting

Your team may encounter issues as they use Sugar; those issues will be escalated to administrators to solve. Because Sugar has robust user-specific configurations and visibility rules, it can be difficult or even impossible to reproduce a user's issue as an administrator. Upsert Sudo neutralizes this challenge by immediately placing you in the same environment as the user reporting the problem. The result is an expedited path to resolution, saving you troubleshooting time and saving the user additional frustration.

Validation of System Changes

As you adapt your CRM to your business with tools like Studio and Module Builder, validating what your end users experience can be cumbersome. Upsert Sudo allows administrators to quickly confirm that design changes appear as intended for users in different roles.

Delegating Critical Tasks

You may have a team member who needs to complete a time-sensitive action, but they are not available to access Sugar. They may be at a conference, traveling, or experiencing a disruption of service. Completing the action through Upsert Sudo as the unavailable user, rather than yourself, ensures that business logic and notifications dependent on that user generate the expected experience for your team and customers.

Tracking Sudo Sessions

Worry free! All sudo sessions are time stamped and can be reviewed by an administrator.

Upsert Sudo Compatibility

  • Sugar Sell, Serve, Enterprise, and Professional products
  • Versions 9.0 and higher
  • Hosted in SugarCloud or on-site
  • Compatible with SugarIdentity

To learn more about this solution, go to Upsert Sudo or search for "sudo login."

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