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.
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#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


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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.
'''Active Directory Integration'''


The solution for this is
Sage's own web-services do NOT use the active directory logon information/authentication.  
#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.
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).

Revision as of 15:02, 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

  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"
  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

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).