Accelerator User Managerment - Revision history

Sagecrmw at 12:13, 26 September 2023

2023-09-26T12:13:03Z

← Older revision		Revision as of 13:13, 26 September 2023
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	#Click on this button.		#Click on this button.
	#Select a User from user select		#Select a User from user select
	#Click "Save"		#Click "Save" (Note that this will enable the users webservice access in CRM also)
	#The Accelerator users are listed.		#The Accelerator users are listed.
	#When the license number has been exceeded the "Add Accelerator User" button no longer appears.		#When the license number has been exceeded the "Add Accelerator User" button no longer appears.
	#Users can be deleted from the Accelerator user list by clicking the "Delete Accelerator User" link in the grid.		#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		*CRM Users must have web-service access set to True in CRM for the outlook integration (only set by Accelerator when users are set up via manual user management)

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2023-06-15T08:29:54Z

← Older revision		Revision as of 09:29, 15 June 2023
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	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).		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).

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			'''Accelerator User Activity'''

			Some companies may wish to audit the use of Accelerator to establish how many users are actively using it on a daily basis, the following are flags that could be used

			1. Accelerator uses CRM’s webservices to log into CRM so where you see
			- WebServices - Browser: ie / Version: 600
			these would be Accelerator sessions.

			2. Emails are stored in the communications table and a field
			comm_outlookEntryID
			has a value set when created by Accelerator.

			3. Other items like logging a call and tasks created from Accelerator don’t have a flag but you can query on the actions (PhoneIn/PhoneOut) and see how many have been created.

			We also don’t have a flag for entities created but could you use a combination of the
			- WebServices - Browser: ie / Version: 600
			And queries on the other data to see peoples activity in CRM in general.

2022-04-08T14:02:56Z

← Older revision		Revision as of 15:02, 8 April 2022
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	*CRM Users must have web-service access set to True in CRM for the outlook integration		*CRM Users must have web-service access set to True in CRM for the outlook integration

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	~~'''Concurrent users'''~~

	~~Update 30 Aug 2018~~

	~~According to Sage, users logged on to the CRM Webservice do not count as an extra user.~~

	~~Logging off concurrent users~~
	~~If concurrent user sessions are not killed then they will stay there and take up a license.~~

	~~You can disconnect the user (and log off) via the "Connected" button on the 'CRM Together' Ribbon~~
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2022-04-04T11:48:58Z

← Older revision		Revision as of 12:48, 4 April 2022
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	According to Sage, users logged on to the CRM Webservice do not count as an extra user.		According to Sage, users logged on to the CRM Webservice do not count as an extra user.
	~~see~~
	[https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2018/08/30/sage-crm-2018-r3-concurrent-users-web-services-and-licenses.aspx https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2018/08/30/sage-crm-2018-r3-concurrent-users-web-services-and-licenses.aspx]

	Logging off concurrent users		Logging off concurrent users

2021-09-17T09:18:41Z

← Older revision		Revision as of 10:18, 17 September 2021
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	[[File:User Management.jpg]]		[[File:User Management.jpg]]

			#Delete any users not needed by clicking on 'delete user'
	#There is a button on the right hand side of the screen called "Add Accelerator User"		#There is a button on the right hand side of the screen called "Add Accelerator User"
	#Click on this button.		#Click on this button.

2021-09-17T09:17:43Z

← Older revision		Revision as of 10:17, 17 September 2021
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	''Manual User Management''		''Manual User Management''
	~~#To manage the Accelerator users click on the "Accelerator" tab~~.
			[[File:User Management.jpg]]

	#There is a button on the right hand side of the screen called "Add Accelerator User"		#There is a button on the right hand side of the screen called "Add Accelerator User"
	#Click on this button.		#Click on this button.

2021-08-03T11:49:40Z

← Older revision		Revision as of 12:49, 3 August 2021
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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~~.		The system will automatically assign a license (assuming one is available) to a Sage CRM user if there is one free.

	''Manual User Management''		''Manual User Management''
	#To manage the Accelerator users click on the "~~User management~~" tab.		#To manage the Accelerator users click on the "Accelerator" tab.
	#There is a button on the right hand side of the screen called "Add Accelerator User"		#There is a button on the right hand side of the screen called "Add Accelerator User"
	#Click on this button.		#Click on this button.

2020-09-14T10:19:59Z

@@ Line 25: / Line 25: @@
 If concurrent user sessions are not killed then they will stay there and take up a license.
-To add in a Log off button to Outlook open the CRM server we.config file and go to the "CustomButtonsOutlook" node. Add in the button by uncommenting the button item
+You can disconnect the user (and log off) via the "Connected" button on the 'CRM Together' Ribbon
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2018-09-14T13:27:34Z

@@ Line 21: / Line 21: @@
 see
 [https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2018/08/30/sage-crm-2018-r3-concurrent-users-web-services-and-licenses.aspx https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2018/08/30/sage-crm-2018-r3-concurrent-users-web-services-and-licenses.aspx]
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2018-08-30T10:13:35Z

← Older revision		Revision as of 11:13, 30 August 2018
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	According to Sage, users logged on to the CRM Webservice do not count as an extra user.		According to Sage, users logged on to the CRM Webservice do not count as an extra user.
	see		see
	[https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2018/08/30/sage-crm-2018-r3-concurrent-users-web-services-and-licenses.aspx]		[https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2018/08/30/sage-crm-2018-r3-concurrent-users-web-services-and-licenses.aspx https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2018/08/30/sage-crm-2018-r3-concurrent-users-web-services-and-licenses.aspx]
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