MX User Managerment

From MobileX for SageCRM
Revision as of 10:15, 11 October 2022 by Crmtogether (talk | contribs)
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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 MobileX 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 MobileX User" button no longer appears.
  8. 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