Difference between revisions of "Creating User Accounts"
From Commence CRM-Help
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See: '''Adding Employees as Contacts''' on the '''[[User Administration]]''' page. | See: '''Adding Employees as Contacts''' on the '''[[User Administration]]''' page. | ||
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| − | # From the '''Quick Links''' menu, select '''Administration'''. | + | # From the '''Quick Links''' menu, select '''Administration'''. ''The Users screen displays.'' |
| − | + | # Click the ''New'' button. Fill in each | |
| − | # Click the ''New'' button. '' | + | # '''Type''': From the drop down menu, select whether the user will have ''Employee'' or ''Administrator'' access. ''Employee'' is the recommended type for most users. |
| − | + | # '''Name''': Click the '''Lookup''' button to select the corresponding contact and click the '''Select''' button. If the contact is not listed, you must complete the procedure above for ''Adding Employees as Contacts''. | |
| − | # Click the '''Lookup''' button to select the corresponding contact. If the contact is not listed, you must complete the procedure above for ''Adding Employees as Contacts''. | + | # '''User Name''': Type the desired username. The user name must be at least 6 characters long. For example, you can type the first initial plus last name. |
| − | # | + | # '''New Password''': Enter the user name as the password. |
| − | # | + | # '''Confirm Password''': Retype the user name again. |
| − | # | + | # '''Security Profile(s)''' Click the '''Lookup''' button to select an appropriate security profile for this user. |
| − | # | + | # '''Enabled''': Choose yes to enable the new user account. |
| − | # | + | # Click '''Save & Close''' when you have finished creating new user accounts. If you have additional users to create, click '''Save & New''' and repeat steps 4-10 to create the additional user names. The maximum number of users that can be enabled is based on your license agreement. |
| − | # Click '''Save & New''' and repeat steps 4-10 to create additional user | + | |
| − | |||
'''Best Practice:''' Any employee contact who may have leads or accounts assigned to them must be added as a user. If they are not licensed to use Commence On Demand the user may be deactivated by setting Enabled to No. Disabled users do not count toward your total user limit. | '''Best Practice:''' Any employee contact who may have leads or accounts assigned to them must be added as a user. If they are not licensed to use Commence On Demand the user may be deactivated by setting Enabled to No. Disabled users do not count toward your total user limit. | ||
Revision as of 16:03, 6 August 2013
TIP: Prior to creating a user account you must create a contact record for the user. See: Adding Employees as Contacts on the User Administration page.
- From the Quick Links menu, select Administration. The Users screen displays.
- Click the New button. Fill in each
- Type: From the drop down menu, select whether the user will have Employee or Administrator access. Employee is the recommended type for most users.
- Name: Click the Lookup button to select the corresponding contact and click the Select button. If the contact is not listed, you must complete the procedure above for Adding Employees as Contacts.
- User Name: Type the desired username. The user name must be at least 6 characters long. For example, you can type the first initial plus last name.
- New Password: Enter the user name as the password.
- Confirm Password: Retype the user name again.
- Security Profile(s) Click the Lookup button to select an appropriate security profile for this user.
- Enabled: Choose yes to enable the new user account.
- Click Save & Close when you have finished creating new user accounts. If you have additional users to create, click Save & New and repeat steps 4-10 to create the additional user names. The maximum number of users that can be enabled is based on your license agreement.
Best Practice: Any employee contact who may have leads or accounts assigned to them must be added as a user. If they are not licensed to use Commence On Demand the user may be deactivated by setting Enabled to No. Disabled users do not count toward your total user limit.