Create Users
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Create Users
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The users created here can access the application with specific permissions based on their user type and authentication method. The User Type can be:
Admin: Has full access rights across all modules in the application.
User: Has restricted access rights and limited privileges.
To add a new user:
Click Add User. The User Name and Password and User Info tabs are populated.
Enter the User name.
Select the User Type from the following:
Admin: The user is an Administrator for the application and has full rights across all the modules.
User: The user is an administrator and has restricted rights only.
Control Operator: The user is a control operator and has access to.
Note:
This is currently not available for. This is applicable only for.
For authentication type, select Database Authentication.
This standard authentication method consisting of a username and a password, is used for different database systems. An instance of SQL Server can have multiple user accounts (using SQL authentication) with different usernames and passwords. SQL authentication is preferred on shared servers where various users have access to various databases. SQL Authentication is required when a client (remote computer) connects to an instance of SQL server on a computer other than the one the client is executing on.
Note:
This type of authentication does not offer the feature of password policy with respect to password composition or password expiry. For an effective password policy, use Windows Authentication. Your domain administrator can enforce the domain password policy for access to the application.
Enter a Password to access the SQL server if your authentication type is Database Authentication. This field is mandatory.
Re-enter to Confirm Password to access the SQL server if your authentication type is Database Authentication. This field is mandatory.
Password and Confirm Password fields are disabled if your choice is Windows Authentication. Continue with steps 9 through 13 if the user handles Salesforce CRM campaigns on. Else skip to Step 14.
Enter Domain Name if your authentication is selected as Windows Authentication. This is disabled if Database Authentication is selected.
Enable SF Credentials toggle icon if the user handles SF CRM campaigns.
Enter the SF User name.
Enter the SF Password.
Enter the SF Token details.
Note:
SF Token is not a mandatory field. If you do not enter a token, the SF application validates the users based on the configured SF Username and SF Password fields.
Click VALIDATE SF CREDENTIAL to complete user authentication.
Set the Concurrent Login switch ON if you allow the user to log in to the application concurrently. If you set this switch OFF, the application logs out the user from the earlier login after receiving confirmation.
Go to the User Info section.
User Info
Enter the Home Phone number of the user.
Enter the Mobile number of the user.
Enter the City that the user belongs.
Enter the State that the user is from.
Enter the Zip code for the home location.
Enter the user’s Email address.
Complete the Address1 and Address2 fields.
Enter any Comments.
Click Save to complete.
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