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admin_functionality:settings:manage_users

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How To Manage Users


After clicking on ‘Manage Users’ under 'Settings', you will navigate to screen below:

Display the entire existing MS CRM users list in his organization/domain those have access for Perfect and Merge application with 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: User can click on the addition sign to give the Perfect and Merge application access to existing MS CRM user. The UI will appear:

  • Perfect & Merge Admin will select the MS CRM user from ‘User Name’ field which is look-up.
  • User ID shall be displayed along with the Email Address of the user in bracket.
  • Perfect & Merge Admin will give Admin or Reviewer access to the user.
  • First Name, Last Name, Phone and Email will be auto-populated in the grid after adding the MS CRM user.
admin_functionality/settings/manage_users.1531916606.txt.gz · Last modified: 2018/07/18 12:23 by conor.doyle