12/28/2022 0 Comments Act by sage tutorialThe username is automatically filled in as the contact name – you can change it if you want (probably not necessary). You will then see this page for both options. If you chose to promote a contact to a user, select them from the list, then click Next. Select the option you want and click Next. You have the option of taking an existing contact from the database and making them a user, or creating a brand new user. In Manage Users, select Create New User from the left toolbar. Select this and click Finish, and the user will no longer be able to log in, and you will have freed up a license. The first page shows their name, password etc – skip this by clicking Next, and you will see the option to make the user inactive. To make a user inactive, go back to Tools… Manage Users, highlight the user you want and click Edit User Information from the left toolbar. Therefore you must make sure that this is the right decision and the user definitely does not need ACT! anymore! At the bottom of the screen, it will say “You have enough licenses for … additional active users.” If this number is 0, then you will either have to purchase additional licenses ( speak to us for the easiest way to do this) or make a current user inactive.īefore you make someone inactive, note that this means the person will no longer be able to log into ACT! at all – they will not be able to access contact details and history, calendars, task lists, or track opportunities. To add a new user to the database, you will first need to make sure you have purchased enough licenses. You will see a list of all users, including their security settings, their status (Active/Inactive) and the date they last logged in to the database. Hope you enjoy it and see great value in it.To see the list of current users for your database, go to Tools… Manage Users. OK, most people know you can use the Documents tab to link to individual files but linking to a folder, well that’s a whole different ball game.īelieve it or not, the process is relatively straight forward and I’ve put together a specific training video that will guide you through the whole process, step by step
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |