Users
You can set up each individual user in Administration > Users. Here you can add a new user or edit an existing user.
User Main View Interface
REPRESENTATIVE DETAILS
The Details groupbox provides basic information about a user such as First Name, Last Name, Title, Department, Job Function, and so on with a Login History panel on the right side.
Job functions define the position or function or users when related to a contact, company, or opportunity.
The Job Function code is defined under Setup > Codes > User Options.
The Profile groupbox contains details like Phones, Emails, Addresses and so on.
| Field | Description |
|---|---|
| Territories | Territories define the geographical region where the user belongs to. |
| Action Set | An Action Set is a group of actions that defines the scope of activities, typically specified in terms of job function or role. Each User must have an Action Set specified. The Action Set code is defined under Setup > Codes > Activity. |
| Groups | Groups define the set of users related to a contact or company or opportunity or any function in common. It controls the functions that are available for that user. Note: All Users should be added to the ‘Public’ group and added to one or more groups. |
| Windows Login ID | Windows Login ID defines the unique identification number of the user. |
| License Type | License Type defines the type of permission or right provided to users for access. |
| Active | Active defines the status of the administrator or user. |
IDENTITY
The Identity groupbox includes fields such as User Name, Phones, Emails, Password Creation Date, Windows ID and checkboxes like Password Expires, Account is locked out, Lockout is enabled, Must change password. These details provide the ability to identify uniquely a user and the associated settings.
The Duo Authentication groupbox includes fields like User Name, User ID, and Do Not Require 2FA checkbox. This provides an additional layer of security to your accounts.
Preferences
You can configure your administrator settings using the preferences tab. Toggle Grouped 
icon segregates the preferences groups according to their nature. You can delete a single or multiple reference group by selecting Options > Delete.
User Options
The Options button on the Main interface View page
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Change Password
You can change the password for the selected user by entering the New Password and Confirm New Password fields and then select Reset Password.
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Clear Pending Outlook Data
You can clear the App Data and delete the pending ongoing message in outlook by selecting the Clear Pending Outlook Data option. Select YES in the prompted text.
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Register Identity Email
You can map your identity email to the site using the Register Identity Email.
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Review Guidance
You can view the information of the tabs and the icons by selecting the Review Guidance option.
To Add a New User
- Navigate to the Users page.
- On the action bar,select New User(+). The New Representative dialog box opens.
- Fill in the necessary fields.
- Select save button.