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admin_functionality:settings_overview [2021/02/08 12:06]
conor.doyle
admin_functionality:settings_overview [2021/07/06 08:42] (current)
conor.doyle
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 ===== Settings ===== ===== Settings =====
  
-The sections below define the main functionalities within the DQ for Dynamics application. The following steps outline an overview of the sections. Select the links for more information.+The sections below define the main functionalities within the DQ for Dynamics/Workbooks application. The following steps outline an overview of the sections. Select the links for more information.
  
 {{ :admin_functionality:v3_settings_screen.png?800 |}} {{ :admin_functionality:v3_settings_screen.png?800 |}}
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 ===== Manage Users ===== ===== Manage Users =====
  
-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/Workbooks application. This section displays the following details:
  
   * User Name   * User Name
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 ===== CRM Connections ===== ===== CRM Connections =====
  
-This screen allows you to review your DQ for Dynamics CRM account details.+This screen allows you to review your DQ for Dynamics/Workbooks CRM account details.
  
 {{ :admin_functionality:crm_connection.png?800 |}} {{ :admin_functionality:crm_connection.png?800 |}}
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 ===== Advanced Settings ===== ===== Advanced Settings =====
  
-The Advanced Settings section allows you to set specific rules which you may want to embed within your DQ for Dynamics application. +The Advanced Settings section allows you to set specific rules which you may want to embed within your DQ for Dynamics/Workbooks application. 
  
 {{ :admin_functionality:advanced_settings.png?800 |}} {{ :admin_functionality:advanced_settings.png?800 |}}
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 ===== User Permissions ===== ===== User Permissions =====
  
-There are two types of User's in the DQ for Dynamics application:+There are two types of User's in the DQ for Dynamics/Workbooks application: 
   * Administrator ( full access)   * Administrator ( full access)
   * Reviewer (may only review duplicates)   * Reviewer (may only review duplicates)
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 Please refer to the **[[reviewer_functionality:permissions:reviewer_permissions| User Permissions]]** section for more details. Please refer to the **[[reviewer_functionality:permissions:reviewer_permissions| User Permissions]]** section for more details.
  
-**Note:** Each DQ for Dynamics user may have both the permissions assigned. +**Note:** Each DQ for Dynamics/Workbooks user may have both the permissions assigned. 
  
 **Note:** One Admin only user is provisioned by DQ Global’s Customer Provisioning Portal.  **Note:** One Admin only user is provisioned by DQ Global’s Customer Provisioning Portal. 
admin_functionality/settings_overview.1612785973.txt.gz · Last modified: 2021/02/08 12:06 by conor.doyle