Setup of Multiple Users - Web based

[Will Theron]

HI there

I have a couple of users that i have set up but they can't log into my sugar system.

The users will all login via the web and not a server at the office. All will be done via the web.

Do they need to install the specific sugar with all it's database settings?
I tried sending the login link to them but that did not work.

Please help?

Thank you!

[salesagility]

Your server needs to be accessible over the internet ... users need do nothing but login with username and password

[asruiz]

Hello there,
I had the same question but don't really understand your answer regarding the server being connected online.

I have the opensource sugarcrm free platform that i downloaded to my mac, and want for two additional people to be able to access the same platform from their own (PC) computers.

We don't have a common server (we use dropbox.com) so I'm not quite sure how we can all access the same sugarcrm platform?

What is the procedure they have to follow after I have set up their users (done that already) so they can access my sugarcrm and we can all use the same one?

Thanks in advance,
Ana

[salesagility]

You need to deploy this to some shared resource ... usually the least expensive option is get hosting space with a large scale isp, 1&1 or suchlike. Deploy the instance to the shared space then everyone can use it. The bottom line is you need a shared server.

[asruiz]

Many thanks for the quick reply.

Sorry for my basic question, but HOW do I "deploy the Instance to the shared space"?
I assume "the instance" is the sugarcrm platform right?

I already have hosting for our website with 1and1, is this sufficient or I need anything else?


Many thanks!
Ana

[asruiz]

Hello there again,
i have spoken to 1and1, they mention I can use shared hosting (as I currenlty have for my webpage) or own hosting, where they actually assign me a specific server and hardware.
Is it the own hosting that I need?

Or with the shared hosting option (the typical hosting for webpages) is enough?

If so, HOW do I deploy the instance to the 1and1 hosting platform?
Where in sugarcrm do I go to "upload" this and make it accessible to others?

Many thanks in advance,
Ana

[salesagility]

You have a long road to travel ... but we all need to start somewhere.

For sugar you can use either shared or dedicated hosting but for two or 3 users a shared server might suffice.

There are enough posts in the forums to suggest that 1&1 and sugar play nicely together but you should check the requirements and compatibility matrix before signing up for hosting ... possibly by asking 1&1.

Then you will need an FTP (File Transport Protocol) client such as filezilla. You will use this to copy the downloaded SugarCRM instance on your hardrive to the 1&1 webspace.

Once you get that far ... come back for more help

[asruiz]

Brilliant! many thanks.
I' m getting on to this asap, will probably be back with some questions.... But thanks for now!
Ana

[asruiz]

Hi again,
i'm nearly there I think.
I now have filezilla installed and my server connected, a friend has created a folder in my server where to include all the sugarcrm folders.

I access in Filezilla the sugarcrm folder and have on the right side of filezilla the server connected.

My question now is, WHAT folders do I copy from my local harddrive to the server? All of the folders inside the sugarcrm folder?


Thanks!
ana

[asruiz]

Hi again,
please let me know which folders i need to copy from sugarcrm to the shared server on 1and1, is it all of them?
Once I've done that, is there anything else I need to do?
(I already have a http link set up for everyone to be able to access the sugarcrm once on server)

Many thanks for the help!
Ana