Accelerator User Managerment: Difference between revisions
From Accelerator for SageCRM
No edit summary |
No edit summary |
||
| (5 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
The system will automatically assign a license (assuming one is available) to a Sage CRM user | 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'' | ||
# | |||
[[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. | ||
| Line 12: | Line 15: | ||
*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 | ||
---- | ---- | ||
Revision as of 16:02, 8 April 2022
The system will automatically assign a license (assuming one is available) to a Sage CRM user if there is one free.
Manual User Management
- 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"
- 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.
- CRM Users must have web-service access set to True in CRM for the outlook integration
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).
