Accelerator User Managerment: Difference between revisions
From Accelerator for SageCRM
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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 | 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 | |||
#Users set their "Integrated Access" "User Name" to be "x" | |||
#Users to log on to CRM via IE (it must be via IE) | |||
#Users then start Outlook. | |||
Accelerator will pick up the Authentication SID from the CRM IE session and use that to communicate with CRM. |
Revision as of 12:15, 3 April 2012
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
- To manage the Accelerator users click on the "User management" tab.
- There is a button on the right hand side of the screen called "Add Accelerator User"
- Click on this button.
- Select a User from user select
- Click "Save"
- The Accelerator users are listed.
- 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.
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
- Users set their "Integrated Access" "User Name" to be "x"
- Users to log on to CRM via IE (it must be via IE)
- Users then start Outlook.
Accelerator will pick up the Authentication SID from the CRM IE session and use that to communicate with CRM.