MX User Managerment - Revision history

Crmtogether at 10:15, 11 October 2022

2022-10-11T10:15:34Z

← Older revision		Revision as of 11:15, 11 October 2022
Line 4:		Line 4:

	#Delete any users not needed by clicking on 'delete user'		#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 MobileX User"
	#Click on this button.		#Click on this button.
	#Select a User from user select		#Select a User from user select
	#Click "Save"		#Click "Save"
	#The Accelerator users are listed.		#The Accelerator users are listed.
	#When the license number has been exceeded the "Add ~~Accelerator~~ User" button no longer appears.		#When the license number has been exceeded the "Add MobileX User" button no longer appears.
	#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 MobileX user list by clicking the "Delete MobileX User" link in the grid.

	*CRM Users must have web-service access set to True in CRM for MobileX		*CRM Users must have web-service access set to True in CRM for MobileX

Crmtogether at 10:15, 11 October 2022

2022-10-11T10:15:15Z

← Older revision		Revision as of 11:15, 11 October 2022
Line 12:		Line 12:
	#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~~		*CRM Users must have web-service access set to True in CRM for MobileX

Crmtogether at 10:15, 11 October 2022

2022-10-11T10:15:03Z

← Older revision		Revision as of 11:15, 11 October 2022
Line 2:		Line 2:

	''Manual User Management''		''Manual User Management''

	~~[[File:User Management.jpg]]~~

	#Delete any users not needed by clicking on 'delete user'		#Delete any users not needed by clicking on 'delete user'

Crmtogether: Created page with "The system will automatically assign a license (assuming one is available) to a Sage CRM user if there is one free. ''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" #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..."

2022-10-11T10:12:38Z

Created page with "The system will automatically assign a license (assuming one is available) to a Sage CRM user if there is one free. ''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" #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..."

New page

The system will automatically assign a license (assuming one is available) to a Sage CRM user if there is one free.

''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"
#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