User Management - Configuration Requirements
- Persia Xenopoulou (Deactivated)
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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 Name | Manual | Description |
|---|---|---|
User Authentication | Configuring User Authentication Settings | Define 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 Name | Module Manual | Module Description | Configuration Type |
|---|---|---|---|
| Not applicable | Not applicable | Not applicable | Not 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 Name | Module Manual | Module Description |
|---|---|---|
User Templates | Configuring User Templates | Define the User Template information which can be automatically loaded on creating a new user. |