MX User Managerment: Difference between revisions

From MobileX for SageCRM
No edit summary
No edit summary
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

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

  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 MobileX