Difference between revisions of "LoggingOn"

From Commence CRM-Help

 
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Since On-Demand is a web-based service, you log on in the same way as other web sites requiring a Username and Pass-word.
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Since On Demand is a web-based service, you log in the same way as you would to other websites requiring a username and password.
  
 
== Your Access URL ==
 
== Your Access URL ==
Like other sites on the World Wide Web (WWW) you will access On-Demand by using a web address called a Uniform Resource Locator (URL).  Your address will be provided to you by your Commence sales representative or your organization’s System Administrator
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You will access On Demand using a web address provided to you by your Commence sales representative or your organization’s system administrator
  
 
{|
 
{|
|'''''Note:''' To facilitate future access to On-Demand, use your browser’s normal procedure to create a <nowiki>“Favorite”</nowiki>or <nowiki>“Bookmark”</nowiki> for the site.''
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|'''''Note:''' To facilitate future access to On Demand, use your browser’s normal procedure to create a <nowiki>“Favorite”</nowiki> or <nowiki>“Bookmark”</nowiki> for the site.''
 
|}
 
|}
  
 
== Your Username and Password ==
 
== Your Username and Password ==
Your System Administrator will provide you with your Username and initial Password.  It is strongly suggested that you change your initial password the first time you log on, and at least monthly thereafter. Your Personal Profile and Passwords can be managed in the “Preferences” section located under the Quick Links tab on the left side of the screen.
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Your system administrator will provide you with your username and initial password.  It is strongly suggested that you change your initial password the first time you log on, and at least monthly thereafter. Your personal profile and passwords can be managed by selecting '''Preferences''' located in the '''Quick Links''' section on the left side of the screen.
  
== How to Log Onto On-Demand ==
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== Logging Into On Demand ==
  
# Follow your normal procedure to access the Internet via your web browser.
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1. Follow your normal procedure to access the Internet via your web browser.
# Go to the address provided for On-Demand access.
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# Enter your login name and password.
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2. Go to the web address provided for On Demand access.
# If this is the first time you have logged in, you will need to read the <nowiki>“Services and License Agreement” </nowiki> which appears on your screen.
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# If you have read the statement and are in agreement with it, place a checkmark in the box provided.
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3. Enter your username and password. If this is the first time you have logged in, you will need to read the <nowiki>“Services and License Agreement” </nowiki> which appears on your screen.
# If you have read the statement and do not agree with it, you will not be able to use Commence On-Demand.
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* If you have read the statement and are in agreement with it, place a checkmark in the box provided.
# Click on the <nowiki> “I Agree” </nowiki> button if this is your first use of On-Demand or click on the <nowiki> “Login” </nowiki> button if you have used On-Demand previously.
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* If you have read the statement and do not agree with it, you will not be able to use Commence On Demand.
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4. Log into On Demand:
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* Click the '''I Agree''' button if this is your first use of On Demand.
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* Click the '''Login''' button if you have logged in previously.
  
 
[[File:ScreenHunter_01_Sep._27_14.46.jpg]]
 
[[File:ScreenHunter_01_Sep._27_14.46.jpg]]
These steps will take you to the On-Demand Digital Dash-board. This is your <nowiki> “Home Page” </nowiki> when using the software.  Your Digital Dashboard is customizable and as such will appear simi-lar, but not necessarily identical to the screen shown at the be-ginning of the next chapter.  Procedures for customizing the dashboard can be found in Section 3.
 
  
[[Commence OnDemand User Help]]
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The On Demand '''CRM dashboard''' displays. This is your On Demand home page. 
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[[File:useradmin.jpg|left]]
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Return to [[Commence OnDemand User Help]]

Latest revision as of 19:44, 28 May 2013

Since On Demand is a web-based service, you log in the same way as you would to other websites requiring a username and password.

Your Access URL

You will access On Demand using a web address provided to you by your Commence sales representative or your organization’s system administrator.

Note: To facilitate future access to On Demand, use your browser’s normal procedure to create a “Favorite” or “Bookmark” for the site.

Your Username and Password

Your system administrator will provide you with your username and initial password. It is strongly suggested that you change your initial password the first time you log on, and at least monthly thereafter. Your personal profile and passwords can be managed by selecting Preferences located in the Quick Links section on the left side of the screen.

Logging Into On Demand

1. Follow your normal procedure to access the Internet via your web browser.

2. Go to the web address provided for On Demand access.

3. Enter your username and password. If this is the first time you have logged in, you will need to read the “Services and License Agreement” which appears on your screen.

  • If you have read the statement and are in agreement with it, place a checkmark in the box provided.
  • If you have read the statement and do not agree with it, you will not be able to use Commence On Demand.

4. Log into On Demand:

  • Click the I Agree button if this is your first use of On Demand.
  • Click the Login button if you have logged in previously.

ScreenHunter 01 Sep. 27 14.46.jpg


The On Demand CRM dashboard displays. This is your On Demand home page.

Useradmin.jpg

Return to Commence OnDemand User Help