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admin_functionality:settings:manage_users

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How To Manage Users


Note: Please see our permission page to see the difference between an admin user and a review user User Permissions.

How to access the Manager User section:

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 DQ for Dynamics 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 DQ for Dynamics application from the existing MS CRM users. The UI will appear:

Select User:

  • From here you can select the specific MS CRM user from the ‘select ID’ dropdown.
  • 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. (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.

admin_functionality/settings/manage_users.1614009660.txt.gz · Last modified: 2021/02/22 16:01 by conor.doyle