Create user

Create User

In order for a given user to be able to use ChannelCRM two conditions must be satisfied:

1.	The user must be able to log on to SQL Server, and must be created as a user or group in the database CCRMDB and have the role crm_user

2.	The user must be created in the CRM system itself.

Condition 1 is handled via scripts or via the administrative tool that comes along with SQL Server. The tool is SQL Server 2005 Managemment Studio (or it 2008 successor) and the procedure is described here.

Condition 2 is handled from within the ChannelCRM system under Administration | User Management

Using this function, a menu like this opens up:

Remember to use the same User IDs that your users are using in the Windows operating system. Fill out as much information as you want, however you must supply:

UserId - Maximum 20 characters correpsonding to the ID the user is known under in the domain. If the full ID of the user is CRM\DEMO then you should use "DEMO"

FirstNames + LastNames - If you leave these fields blank the user will not be recognizable in the system.

IsActive - Must be checked in order for the user to be able to log on and to use the system

SecLevel - Must have a value different from 0

All other information is clearly useful but not required.

Page url: http://www.channelcrmhelp.com/index.html?net_administrationcreateuser.htm