Checklist: Difference between revisions
From Accelerator for SageCRM
(Created page with "A checklist for a user not being able to log on is as follows: 1. User is allowed log on to CRM via CRM's web services (Allow WebService Access:True) Navigate to the users...") |
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A checklist | A checklist to be used when a user cannot log on | ||
1. User is allowed log on to CRM via CRM's web services (Allow WebService Access:True) | 1. User is allowed log on to CRM via CRM's web services (Allow WebService Access:True) | ||
Navigate to the users details (Administration -> Users -> Users) and view the users details and check that the | |||
"Allow WebService Access" setting is set to true | |||
[[File:allowwebservice.png]] | |||
2. Accelerator license check. | |||
Navigate to "Administration -> Accelerator -> User Management" | |||
2. Accelerator license check. | From that screen check that the user is in the list | ||
3. In the Outlook settings check that the active path is set and that the value is correct | 3. In the Outlook settings check that the active path is set and that the value is correct | ||
[[File:activepath.png]] | |||
4. You cannot use the ampersand '&' character in a password when using Accelerator (this is due to a web-service bug in Sage CRM). | 4. You cannot use the ampersand '&' character in a password when using Accelerator (this is due to a web-service bug in Sage CRM). | ||
Revision as of 09:54, 5 March 2018
A checklist to be used when a user cannot log on
1. User is allowed log on to CRM via CRM's web services (Allow WebService Access:True)
Navigate to the users details (Administration -> Users -> Users) and view the users details and check that the "Allow WebService Access" setting is set to true
2. Accelerator license check.
Navigate to "Administration -> Accelerator -> User Management" From that screen check that the user is in the list
3. In the Outlook settings check that the active path is set and that the value is correct
4. You cannot use the ampersand '&' character in a password when using Accelerator (this is due to a web-service bug in Sage CRM).
