MX User Managerment: Difference between revisions
From MobileX for SageCRM
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#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 | #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 | #When the license number has been exceeded the "Add MobileX User" button no longer appears. | ||
#Users can be deleted from the | #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 | ||
Latest revision as of 10:15, 11 October 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 MobileX 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 MobileX User" button no longer appears.
- 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
