Difference between revisions of "User Administration"

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== Adding Employees as Contacts ==
 
== Adding Employees as Contacts ==
  
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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.
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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.
  
 
1. From the '''Related Info''' section of the Account detail screen, select '''Contacts''' from the drop-down menu.
 
1. From the '''Related Info''' section of the Account detail screen, select '''Contacts''' from the drop-down menu.
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== Creating User Accounts ==  
 
== Creating User Accounts ==  
  
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1. From the '''Quick Links''' menu, select '''Administration'''.
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* [http://staging1.commenceonline.com/mediawiki/index.php/Creating User Accounts Creating User Accounts]
  
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2. From the '''Administrator''' menu, select '''Users'''.
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Once an employee has been added as a contact for your organization, you can create a user account and assign a security profile.
  
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3. Click the ''New'' button. ''The User Settings screen displays.''
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== Deleting User Accounts ==
  
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4. From the drop down menu, select the user type. '''Employee''' is the recommended type for most users.
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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.
  
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5. 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''.
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* [http://staging1.commenceonline.com/mediawiki/index.php/Deleting User Accounts Deleting User Accounts]
  
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6 In the '''User Name''' field, type the user’s first initial with the last name, all lowercase. The user name must be at least 6 characters long. If first initial plus last name is too short, use first name plus last name.
 
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7. In the '''New Password''' field, enter the user name as the password.
 
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8. In the '''Confirm Password''' field, enter the user name again.
 
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9. Use the '''Lookup''' button to select an appropriate security profile for this user.
 
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10. Select the '''YES''' button to enable or activate the new user account.
 
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11. Click '''Save & New''' and repeat steps 4-10 to create additional user accounts. The maximum number of users that can be enabled is based on your license agreement.
 
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12. Click '''Save & Close''' when you have finished creating new user accounts.
 
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'''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.
 
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Deleting User Accounts
 
  
  
 
Return to '''[[Commence OnDemand Admin Guide]]'''
 
Return to '''[[Commence OnDemand Admin Guide]]'''

Latest revision as of 13:23, 2 April 2013

User administration includes adding users as contacts for your organization, creating security profiles, and creating and managing user accounts.

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 Account detail screen for your organization.

1. From the Related Info section of the Account detail screen, select Contacts from the drop-down menu.

2. Click the New Contact button. The New Contact screen displays.

3. Enter the first name, last name, and any other contact information you have for this employee.

4. Click Save & New and repeat step 3 for each employee.

5. Once all your company contacts have been entered, click Save & Close.

Creating Security Profiles

Security Profiles are created to grant or deny users access to specific modules of information and functionality within the system. As an administrator you may establish security profiles by individual, by group or by specific job function.

Note: The default security profile is named Full Access and gives access to all available modules that have been purchased for your company. You may create user accounts using this default profile, and create and assign new security profiles at a future point.

Creating User Accounts

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

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.


Return to Commence OnDemand Admin Guide

Retrieved from "http://support.commenceonline.com/mediawiki/index.php?title=User_Administration&oldid=2183"