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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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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
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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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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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