Accelerator User Managerment: Difference between revisions

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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.
 
[[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.
#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 (only set by Accelerator when users are set up via manual user management)
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'''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).


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Concurrent users


Within Sage CRM a user logging into CRM via a browser and CRM via a web service count as 2 users. With the Outlook and Word 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 that we require users to log on to CRM via IE (it must be via IE) and then starting Outlook. Accelerator will pick up the SID from the CRM IE session and use that to communicate with CRM.
'''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.

Latest revision as of 12:13, 26 September 2023

The system will automatically assign a license (assuming one is available) to a Sage CRM user if there is one free.

Manual User Management

  1. Delete any users not needed by clicking on 'delete user'
  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" (Note that this will enable the users webservice access in CRM also)
  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 (only set by Accelerator when users are set up via manual user management)

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).

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.

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