Accelerator User Managerment: Difference between revisions

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Concurrent users
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.
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

  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.



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

  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.