Difference between revisions of "Adding New Users"

From Commence CRM-Help

(Created page with "Select from the sidebar on the left side of the Home Page. This will bring you to which allows you to manage users . TIP: Be sure to let your on-boarding specialist kn...")
 
 
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Select  from the  sidebar on the left side of the Home Page. This will bring you to  which allows you to manage users .
 
  
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TIP:  Be sure to let your on-boarding specialist know if you have employees who will login  to Commence internationally (outside the USA) or from various regions of the country. Please take a moment to confirm the Server Settings are appropriate for your company before adding each user.Adding Users is as easy as clicking the “New” button• Select the desired type of user from the Type drop down. For example:
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1. From the '''Quick Links''' menu, select '''Administration'''.
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::o Employee is the recommended type for most users.
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::o Administrators will have access to the “Administration” module. They can also view any record in the database.
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2. From the '''Administrator''' menu, select '''Users'''.
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::o Customers will have limited access to the database via the Customer Portal.• Next, select the corresponding contact by clicking the “Lookup” button to fill in the User Name. If the contact is not listed, open your Company profile in the Accounts tab and add the missing contact.  
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::o Best Practices: 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” (see below for more info). “Disabled” users do not count toward your total user limit.• Type a New Password and re-enter this in the Confirm Password box.
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3. Click the '''New''' button. ''The User Settings screen displays.''
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• Use the Lookup button to select an appropriate Security Profile for this user, such as “Full Access”.  
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• Select the YES button to enable or activate the new user. The maximum number of users that can be enabled is based on your license agreement.
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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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• Click Save & New to add additional users or Save & Close if you are finished adding new users.
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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 for Adding Employees as Contacts.
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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.

Latest revision as of 17:45, 11 October 2012

1. From the Quick Links menu, select Administration.

2. From the Administrator menu, select Users.

3. Click the New button. The User Settings screen displays.

4. From the drop down menu, select the user type. Employee is the recommended type for most users.

5. Click the Lookup button to select the corresponding contact. If the contact is not listed, you must complete the procedure for Adding Employees as Contacts.

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.

7. In the New Password field, enter the user name as the password.

8. In the Confirm Password field, enter the user name again.

9. Use the Lookup button to select an appropriate security profile for this user.

10. Select the YES button to enable or activate the new user account.

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.

12. Click Save & Close when you have finished creating new user accounts.

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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