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admin_functionality:settings:manage_users [2018/07/13 07:44]
luke.swanton created
admin_functionality:settings:manage_users [2021/07/06 09:43] (current)
conor.doyle
Line 1: Line 1:
-manage users+====== How To Manage Users (Dynamics ONLY) ====== 
 +---- 
 +**Note:** Please see our permission page to see the difference between an admin user and a review user **[[reviewer_functionality:permissions:reviewer_permissions| User Permissions]]**. 
 + 
 +How to access the Manager User section: 
 + 
 +{{ :admin_functionality:settings:manage_users_nav.png?800 |}} 
 + 
 +How to use the Manage Users screen: 
 + 
 +{{ :admin_functionality:settings:manage_users_v2.png?800 |}} 
 + 
 +This window displays the existing MS CRM users list in your organisation/domain who has access to the DQ for Dynamics application. This section displays the following details: 
 +  * User Name 
 +  * First Name 
 +  * Last Name 
 +  * Phone 
 +  * Email 
 +  * Administrator (Active if role is assigned to the user): Admin will able to modify the role access details. 
 +  * Reviewer (Active if role is assigned to the user): Admin will able to modify the role access details. 
 + 
 +**Add User:** You can click on the addition sign to give access to the DQ for Dynamics application from the existing MS CRM users. The UI will appear: 
 + 
 +{{ :admin_functionality:settings:manage_users_-_add_users.png?300 |}} 
 + 
 +**Select User:** 
 + 
 +{{ :admin_functionality:settings:manage_users_-_selection.png?400 |}} 
 + 
 +  * From here you can select the specific MS CRM user from the ‘select ID’ dropdown. 
 +  * The user ID will be displayed in brackets next to the Email Address of the user. 
 +  * Now you can choose which rights to give the user; Admin or Reviewer. (**[[reviewer_functionality:permissions:reviewer_permissions|Differences can be found here]]**). 
 +  * First Name, Last Name, Phone and Email will be auto-populated in the grid after adding the MS CRM user. 
 + 
 +**NOTE:** Records/groups can only be processed by the reviewer/admin that has been allocated to the record/group. 
 + 
admin_functionality/settings/manage_users.1531467872.txt.gz · Last modified: 2018/07/13 07:44 by luke.swanton