Creating user settings in Aurea CRM

Learn how to create user settings in Aurea CRM.

On start-up, connector SE requests a user list from Aurea CRM. This list is based on the Enable Connector settings flag in the rep table. In other words, in order to add a user to the synchronization process, you have to enable the Enable Connector settings check box for the rep, and enable at least one of the options Synchronize e-mails or Synchronize appointments for this user.

Note: The value in the "E-mail address 1" field must match the rep's mail address in Domino Server.
Note: As of Service Pack 2 it is possible to define additional conditions on the ID table.


Note: If you want to synchronize a mailbox of a user, this user needs to be created in Aurea CRM as a rep with a person assigned. In addition, the user must have the module right for groupware connector.
In other words, if you want to synchronize the mailbox of "Simon Seller" the following must exist:
  • a KP record for Simon Seller,
  • an ID record for Simon Seller,
  • Login for Simon Seller with the "groupware connector" module rights and the "Enable Connector settings" option for the rep Simon Seller has to be activated.
If you have set the CRM.interface option "use FI/KP from rep" to true, CRM.interface always takes the KP record linked to the relevant ID record of the user. If not set to true, it is mandatory that the e-mail addresses of the Reps have to be unique in the KP table.

Recommended: If the person "Simon Seller" has meetings with other employees of your enterprise (whose mailboxes are not synchronized) and you want to synchronize the full information, you have to create an entry in the rep table for these colleagues, too, but there is no need to create a login for them as well.