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

This window displays the existing MS CRM users list in your organisation/domain who has access to the Perfect and Merge 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 Perfect and Merge application from the existing MS CRM users. 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.

• Delete: You can select attribute group(s) or attribute(s) and then highlighted group(s)/attribute(s) can be removed by selecting:

• Update: Click on the 'Update' button and you will be able to save the changes made in the SmartMerge services.

• Reset: You can also click on the ‘Reset’ button before clicking the ‘Save’ button. The ‘Reset’ button can be used to revert these changes.