Add CRM User

To add a new CRM user for a CRM organization navigate to the following path:

 

Navigation: Home » Service Director » CRM Hosting » Accounts

Click on Manage link and then select Users tab. Click on the Add User button.

Note: Existing user can be modified or disabled by clicking on Edit and Disable respectively.

The add user screen displays following:

1. User: You may create a new user or select an existing (that is used by other services e.g. Exchange, SharePoint but not CRM) active directory user account.
2. Display Name: Provide display name.
3. First Name: Provide first name.
4. Last Name: Provide last name.
5. Access Mode: Select Access mode of user.
6. CAL Type: Select CAL type.
7. Business Unit: Select business unit
8. User Role: Select the user role you wish to assign to the new user.
9. Email: This is the email address where CRM account email is sent.
10. Password: Provide password.
11. Notes: Provide notes.
12. Send Email: Check this to send and email notification and provide email address.

Click on the Save button when done.

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