Sugar Messaging Administration Guide

Log in to Sugar as a user with a User Type of System Administrator User.

Open the menu next to your profile picture and select Admin

On the Administration page, scroll to find the Developer Tools section.

Select Module Loader

Press the Choose File button and select the .zip file provided to you by Faye. After you have selected the file, press the Upload button.

In the list of available modules to be loaded, find the item labeled FBSG | Sugar Messaging. Press the Install button.

You will be presented information about the End User License and Readme file. After reading the License, press the Accept option followed by pressing the Commit button.

After completing the install, return to the Administration page again. On the Administration page, scroll to find the Sugar Messaging section.

Select Sugar Messaging Configuration

Follow the on-screen prompts and resolve any errors that may be discovered.

Enter the License Key as provided by Faye

Once your license has been entered and you have saved your configuration. Return to the Administration page. On the Administration page, scroll to find the Sugar Messaging section.

Select Phone Numbers

In the Phone Number menu at the top, select Download Phone Numbers

Assign Users to Outbound Phone Numbers

Select a Phone Number

In the User’s panel at the button select Link Existing Record

Select the User’s which you would like to assign the phone number. Users can change their outbound phone number from the footer, by selecting Messaging