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--- admin_functionality:settings:manage_users [2018/07/19 09:21]
conor.doyle
+++ admin_functionality:settings:manage_users [2021/07/06 09:43] (current)
conor.doyle
@@ Line 1: / Line 1: @@
-====== How To 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]]**.
-After clicking on ‘Manage Users’ under 'Settings', you will navigate to the screen below:
+How to access the Manager User section:
-{{ :admin_functionality:settings:50.png?nolink&600 |}}
+{{ :admin_functionality:settings:manage_users_nav.png?800 |}}
-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:
+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
@@ Line 15: / Line 20: @@
   * 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:
+**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:create_group.png?nolink&75 |}}
+{{ :admin_functionality:settings:manage_users_-_add_users.png?300 |}}
-{{ :admin_functionality:settings:51.png?nolink&300 |}}
+**Select User:**
-{{ :admin_functionality:settings:52.png?nolink&300 |}}
+{{ :admin_functionality:settings:manage_users_-_selection.png?400 |}}
-  * Perfect & Merge Admin will select the MS CRM user from ‘User Name’ field which is look-up.
+  * From here you can select the specific MS CRM user from the ‘select ID’ dropdown.
-  * User ID shall be displayed along with the Email Address of the user in bracket.
+  * The user ID will be displayed in brackets next to the Email Address of the user.
-  * Perfect & Merge Admin will give Admin or Reviewer access to 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.
-==== Miscellaneous Functions ====
-  * **Delete:** You can select attribute group(s) or attribute(s) and then highlighted group(s)/attribute(s) can be removed by selecting:
-{{ :admin_functionality:settings:delete.png?nolink&75 |}}
-  * **Update:** Click on the 'Update' button and you will be able to save the changes made in the SmartMerge services.
-{{ :admin_functionality:settings:update.png?nolink&50 |}}
-  * **Reset:** You can also click on the ‘Reset’ button before clicking the ‘Save’ button. The ‘Reset’ button can be used to revert these changes.
-{{ :admin_functionality:settings:reset.png?nolink&50 |}}

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