by iDevIT

Sudo Login (or Masquerade) allows Administrators to log in as any regular user without asking for their password and without disconnecting them. Specially useful for configuring their workspace (filters, reports, dashboard) or to support users (reproduce issues, help them step by step, etc).

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Installation Guide

Installing the Add-on

The module installation is really straight forward. You only have to use the module loader of SugarCRM.

Following instructions are so reserved for new admin users that are not yet familiar with the regular steps to use the module loader.

1. Download the module

so_tryitnow.png

Click the Try It Now button to list the currently published plans. Choose your plan, and start your trial (or purchase the module) After having confirmed your information, the download will be processed and you'll receive a zip file.

2. Connect to SugarCRM

Connect to SuiteCRM using an ADMINISTRATOR credential

sugar_login.png

3. Go to admin pannel

On the upper-right corner, locate the username and click the arrow to display the menu. Choose Admin to enter Administration Pannel.

sugar_admin_menu.png

4. Enter Module Loader

In the Administration pannel, scroll down to "Developer Tools" and locate Module Loader

suitecrm_admin_pannel.png

5. Select Archive

In the file upload dialog, choose the previously downloaded zip File. Then press Upload Button

so_upload.png

6. Proceed to install

Click the install button next to the new row displayed on the uploaded module's table

so_install.png

7. Click Commit

Click the big Commit button

so_commit

7. Enter licence information

After a few seconds, you will be redirected to Licence configuration.

Sugar OnDemand : You might need to manually go to licence editing via the admin pannel : https://YOUR_SUGAR_URL/index.php#bwc/index.php?module=SudoLoginAddon&action=license

Enter here the Store licence key provided (you'll receive a key even for the trial version) Then press validate.

so_licence.png

Congratulations, the module is now installed and ready to use ! Proceed to Admin Guide to discover how to use the module.

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