MX User Managerment

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Revision as of 12:12, 11 October 2022 by 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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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

  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 the outlook integration