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To get to the Manage Users screen, do the following:
- Go to Settings Setup > Users > All Users
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When the "Activate" menu option is selected for a Deactivated account a popup confirming the action will appear. Once you confirm, the user will receive an Activation Email along with temporary login credentials. |
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Admins can set alerts on behalf of a user by doing the following:
- Go to Settings > to Setup > Users > All Users
- Click "Alerts" under the Actions column
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Admins can set alerts for an entire Team. To do this, do the following:
- Go to Settings > to Setup > Users > Teams
- Click "Alerts" under the Actions column
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A setting called Capture Portal User is included for clients with GoExhibit! Captello (ULC) installed. When this setting is enabled for a user they will only have access to the Capture Portal.
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To add a new user go to:
- Go to Settings > to Setup > Users > All Users
- Click Add User
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To modify a user's personalized mail merge information go to:
- Go to Settings > to Setup > Users > All Users
- Click the gear and select Edit
- Look for the section similar to the one below
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To resend user credentials, do the following:
- Go to Settings > to Setup > Users > All Users
- Click the Edit link or user's name.
- Click the gear then Resend Login Information
Authenticating through Google
If your organization is using Gmail or Google Mail for businesses, your users can authenticate through Google's SSO. To use Google's SSO, the user's username must exactly match their Gmail/Google email address. After you create and activate their account, they can select the Log in with Google option.
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For users with multiple child accounts, we advise using the Google email as the username on your primary parent account. After logging in to the parent account, you can switch to any child account without having to re-authenticate. Learn more here. |
Activating Users
For users that are deactivated you can activate their account by doing the following:
- Go to Settings > to Setup > Users > All Users.
- Click the down arrow and choose Activate.
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To deactivate a user do the following:
- Go to Settings > to Setup > Users > All Users.
- Click the Edit link or user's name.
- Click the gear then Deactivate.
OR
- Go to Settings > to Setup > Users > All Users.
- Click the down arrow and choose Deactivate.
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You can delete users who no longer need access to Lead Liaison. To delete a user, do the following:
- Go to Settings Setup > Users > All Users.
- Click on the Delete icon to the right of the user.
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After selecting Delete, the system will ask you to reassign the user's Prospects. If you have OneFocus™ CRM, you can also reassign Organizations, Deals, and Tasks.
Note that the notes left on prospects, deals and organizations by a deleted user will appear to be written by a placeholder showing "undefined".
Importing SFDC Users
Lead Liaison makes it easy when importing users from Salesforce.com. To get to the page to manage imported Salesforce.com users do the following:
- Go to Settings > to Setup > Users > All Users
- Click Actions and then Link CRM Users
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