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User Management - Configuration Requirements

User Management - Configuration Requirements

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Learn to set up User Management related business processes and rules. 

 Mandatory Configuration: Links to manuals of User Management configuration modules that are required for the module to work correctly.

 Related Configuration: Links to manuals of configuration modules other than User Management that offer additional functionality or are required for the module to work correctly.

 Optional Configuration: Links to manuals of User Management configuration modules that offer additional functionality but are not required for the module to work correctly.

Mandatory Configuration

The following modules must be configured in order to use the User Management :

Module NameManualDescription

User Authentication

Configuring User Authentication SettingsDefine User Settings related to CRM. COM software access. Authentication Policies, as well as policies on passwords and usernames, can be defined.

Related Configuration

The following modules are related to, but are not a part of, User Management. Such entities either:

  • Must be configured accordingly in order to be able to start using the User Management module (Configuration Type = Mandatory) 
    OR 
  • May be configured to use the User Management module at its full capacity (Configuration Type = Optional).

 

Module NameModule ManualModule DescriptionConfiguration Type
Not applicableNot applicableNot applicableNot applicable


Optional Configuration

The following entities are available and can be configured under User Management.  A working CRM.COM model can exist without them being configured.

Module NameModule ManualModule Description

User Templates

Configuring User TemplatesDefine the User Template information which can be automatically loaded on creating a new user.

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