User Administration - Revision history

J.collier at 13:23, 2 April 2013

2013-04-02T13:23:10Z

2013-04-01T17:32:00Z

Creating User Accounts

2013-04-01T17:30:19Z

2013-04-01T17:21:42Z

Deleting User Accounts

2013-04-01T17:21:14Z

Deleting User Accounts

2013-04-01T17:12:46Z

Deleting User Accounts

2013-04-01T17:10:52Z

Deleting User Accounts

2013-04-01T17:10:12Z

2013-04-01T17:05:39Z

2013-04-01T17:02:38Z

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 == Deleting User Accounts ==
-Before you can delete a user account, an administrator must move everything owned by that user to another active user using the '''Territory Realignment''' tool. Then the old user account can then be safely be deleted.
+Before you can delete a user account, an administrator must move everything owned by that user to another active user using the '''Territory Realignment''' tool. The old user account can then be safely deleted.
 * [http://staging1.commenceonline.com/mediawiki/index.php/Deleting&nbsp;User&nbsp;Accounts Deleting User Accounts]

@@ Line 28: / Line 28: @@
 * [http://staging1.commenceonline.com/mediawiki/index.php/Creating&nbsp;User&nbsp;Accounts Creating User Accounts]
-. From the '''Quick Links''' menu, select '''Administration'''.
+Once an employee has been added as a contact for your organization, you can create a user account and assign a security profile.
 == Deleting User Accounts ==

@@ Line 3: / Line 3: @@
 == Adding Employees as Contacts ==
-You must add a contact record for each Commence On Demand employee user at your company. This is required before you can create user accounts. You will add employee contacts in the same Account detail screen from which you updated your company profile information.
+You must add a contact record for each Commence On Demand employee user at your company. This is required before you can create user accounts. You will add employee contacts in the Account detail screen for your organization.
 . From the '''Related Info''' section of the Account detail screen, select '''Contacts''' from the drop-down menu.
@@ Line 25: / Line 25: @@
 == Creating User Accounts ==
 . From the '''Quick Links''' menu, select '''Administration'''.

@@ Line 55: / Line 55: @@
 == Deleting User Accounts ==
-Before you can delete a user account, an administrator must move everything owned by that user to another active user using the Territory Realignment tool. Then the old user account can safely be deleted.
+Before you can delete a user account, an administrator must move everything owned by that user to another active user using the '''Territory Realignment''' tool. Then the old user account can then be safely be deleted.
 * [http://staging1.commenceonline.com/mediawiki/index.php/Deleting&nbsp;User&nbsp;Accounts Deleting User Accounts]

← Older revision		Revision as of 17:21, 1 April 2013
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	== Deleting User Accounts ==		== Deleting User Accounts ==
		+
		+	Before you can delete a user account, an administrator must move everything owned by that user to another active user using the Territory Realignment tool. Then the old user account can safely be deleted.

	* [http://staging1.commenceonline.com/mediawiki/index.php/Deleting User Accounts Deleting User Accounts]		* [http://staging1.commenceonline.com/mediawiki/index.php/Deleting User Accounts Deleting User Accounts]

← Older revision		Revision as of 17:10, 1 April 2013
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	== Deleting User Accounts ==		== Deleting User Accounts ==
		+
		+	* [http://staging1.commenceonline.com/mediawiki/index.php/Deleting_User_Accounts]


−	* [http://staging1.commenceonline.com/mediawiki/index.php/Deleting_User_Accounts/Deleting Deleting User Accounts]

	Return to '''[[Commence OnDemand Admin Guide]]'''		Return to '''[[Commence OnDemand Admin Guide]]'''

@@ Line 52: / Line 52: @@
 '''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.
-* [http://staging1.commenceonline.com/mediawiki/index.php/User&nbsp;Administration/Administration Deleting User Accounts]
+== Deleting User Accounts ==
 Return to '''[[Commence OnDemand Admin Guide]]'''

← Older revision		Revision as of 17:02, 1 April 2013
Line 54:		Line 54:
	Deleting User Accounts		Deleting User Accounts

		+	* [http://staging1.commenceonline.com/mediawiki/index.php/Deleting_User_Accounts]

	Return to '''[[Commence OnDemand Admin Guide]]'''		Return to '''[[Commence OnDemand Admin Guide]]'''