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New Employee Needs Access to Sage SalesLogix
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Only the system administrator and users with an administrator role can access these features.
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When someone requires access to Sage SalesLogix,
use this checklist to ensure you complete all steps to add the new user.
(You may find it helpful to print a copy of this checklist as well as
some of the linked topics containing additional information.)
- Look
at the Windows’ folder sharing permissions for the Sync Logs, Library,
and Documents folders to ensure the new user has access to these folders.
- Determine
what type of user you need to add.
- Ensure there is a license available for this type of user.
- Decide how you will configure the user's profile:
- Do you plan to add several users with identical profiles? If so, determine if you should use a user template.
- Does
an existing user's profile contain the settings you want to apply to the
new user? If so, note the existing user's name so that you can select
the correct profile to copy from when adding the new user. If some settings
should not be copied, note which tabs to exclude when you copy the profile.
- Will
this user require a distinct profile with settings that differ substantially
from user templates or existing users? If so, plan to manually modify
each tab in the User Detail view to configure the settings.
- Add the user.
- If
necessary, modify
the user’s profile. When you are done, verify the Login Enabled box is
selected in the User Detail view.
- If
your organization uses teams for account ownership (recommended), add the user to the appropriate team(s). Since the teams a user belongs to
determine which accounts he or she can access, ensure you understand how teams work in
Sage SalesLogix.
- If your company is using Intellisync for Sage SalesLogix, do one of the following:
- If your company is using Outlook Integration to synchronize contact and calendar
information between the Sage SalesLogix and Outlook, configure
the SyncSalesLogix group.
- If your company is using Intellisync
for Sage SalesLogix to synchronize contact and calendar information between
Sage SalesLogix and a supported Groupware
application, configure Intellisync for Sage SalesLogix.