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admin_functionality:settings:manage_users [2018/07/23 13:12]
luke.swanton
admin_functionality:settings:manage_users [2021/07/06 09:43] (current)
conor.doyle
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-====== 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]]**.+**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:
  
-After clicking on ‘Manage Users’ under 'Settings', you will navigate to the screen below:+{{ :admin_functionality:settings:manage_users_nav.png?800 |}}
  
-{{ :admin_functionality:settings:50.png?nolink&600 |}}+How to use the Manage Users screen:
  
-This window displays the existing MS CRM users list in your organisation/domain who has access to the Perfect & Merge application. This section displays the following details:+{{ :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   * User Name
   * First Name   * First Name
Line 17: Line 20:
   * Reviewer (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 & 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.   * 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 |}} 
admin_functionality/settings/manage_users.1532351547.txt.gz · Last modified: 2018/07/23 13:12 by luke.swanton