Add a new user

1. Preparing the Creation of the New User

Before creating a new user in the system you should consider the following questions:

•	What access rights should the user have? There are two levels: Database role and User role:

•	Database role ? crm_user = plain ordinary users crm_administrator = a user with rights to create new users and give access rights to users

•	User role? Administrator = has access to setup the ChannelCRM system Sales Management = has access to sales management functions, budgeting. Can see forecast of all sales reps Marketing = has access to marketing functions and can create campaigns.

•	How will the user access the system (network, domain, etc.)?

•	WHich User ID should the user use

2. Create User

In the menu Administration / System Setup / User Management /Add User

Fields marked in red are mandatory and must be filled out. The rest of the fields are not strictly necessary.

You may define and choose among 9 different security levels. Definition of Security Levels, where you define levels 1-9 takes place at the Security Matrix tab, where you decide what the individual levels are entitled tol.Choose a SecLevel for the user.

If the database server has been set up with Windows-authentication and the new user belongs to a domain-group, which has already been given acces to the CRM system, you are done. If not you have to make sure that there is a defined login and correpsonding password. You can not define this directly in ChannelCRM. Instead you have to start the CRM Manager program (preferably on the server to make sure you have access rights). In the CRM administrator you can then define the user as a databse user and activate the login and give a password.

3. Check that Everything is Working

Both with Windows authentication and SQL Server authentication there are stumbling blocks. Do not consider the work done until you have seen or confirmed that the user is able to log on from his own PC and from the location where he/she is going to use the system.

4. Next Step

If you are using SQL Server authentication today, you might want to consider shifting to Windows authentication. It will give you lees adminsitrative overhead and the users will find it much easier

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