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How to add a CRM license to an existing user

• Synopsis

  This guide will show you how to add a CRM license to an existing user in the Control Panel.

• Applicable to

  All SherWeb hosted CRM accounts.

• Prerequisite

  • administrative rights to log into the Control Panel
  • a user account on the Control Panel.?

    Please refer to the FAQ #34: How to create a user in the Control Panel (Exchange 2007).

    
     

• How to

  Note: Because of the record tracking abilities of CRM in regards to ownership and permissions, you cannot delete a user from your Control Panel once he has been assigned a CRM license. If you must remove the user, the only way is to entirely delete your CRM organization. Therefore, when creating test users, use great caution not to assign a user login name that you may intend to actually use in a live environment.

  1. Log into the Control Panel.
  2. Select the user for whom you wish to assign a CRM license.
  3. Click on Add to CRM, located in the Setup section, .
  4. You will now be asked to determine the role of your user. Checkmark your user’s role and then click on Add.
      

  Note: If you have never worked with Dynamics CRM 4.0, we recommend that you give the system administrator role to at least one of your users. This user will have full access to the site and should generally be used by the person whom is implementing CRM for your organization.

  5. The screen will change informing you that your user has been successfully added to your CRM site.

  If you need further assistance, please do not hesitate to contact us.

• Keywords

  add, Control Panel, CRM, user