MX User Managerment: Difference between revisions
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Crmtogether (talk | contribs) (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...") |
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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 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
