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admin_functionality:settings:manage_users [2021/01/26 10:22]
conor.doyle
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]]**.
  
-To access this, go to: 'Settings' -> 'Manage Users'.+How to access the Manager User section:
  
-{{ :admin_functionality:settings:50.png?nolink&600 |}}+{{ :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: 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:
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 **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: **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 |}}
  
-  * From here you can select the specific MS CRM user from ‘User Name’ dropdown. +  * From here you can select the specific MS CRM user from the select ID’ dropdown. 
-  * User ID will be displayed in brackets next to the Email Address of the user. +  * 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]]**).+  * 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. **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 'Save' button and you will be able to save the changes made in the SmartMerge services. 
- 
-{{ :admin_functionality:settings:save-2.png?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.1611656568.txt.gz · Last modified: 2021/01/26 10:22 by conor.doyle