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The system will automatically assign a license (assuming one is available) to a Sage CRM user when they connect from one of the Toolbar controls.

Manual User Management

  1. To manage the Accelerator users click on the "User management" tab.
  2. There is a button on the right hand side of the screen called "Add Accelerator User"
  3. Click on this button.
  4. Select a User from user select
  5. Click "Save"
  6. The Accelerator users are listed.
  7. When the license number has been exceeded the "Add Accelerator User" button no longer appears.
  8. Users can be deleted from the Accelerator user list by clicking the "Delete Accelerator User" link in the grid.
  • CRM Users must have web-service access set to True in CRM for the outlook integration

Concurrent users

Within Sage CRM a user logging into CRM via a browser and CRM via a web service count as 2 users (within the concurrent setup). With the Outlook integration this method used is via CRM's web service. This can present a problem with a single user taking up 2 of the concurrent licenses.

The solution for this is

  1. Users set their "Integrated Access" "User Name" to be "x"
  2. Users to log on to CRM via IE (it must be via IE)
  3. Users then start Outlook.

Accelerator will pick up the Authentication SID from the CRM IE session and use that to communicate with CRM.

Active Directory Integration

Sage's own web-services do NOT use the active directory logon information/authentication.

As Accelerator uses the CRM web services API to log on to CRM and get a valid session for the user you have to maintain and use the password stored in CRM (and not the users Active directory password).