Logins

The Logins section allows the administrator to apply module access rights, password settings, and lock policies

Select Settings > Maintenance > Login to manage logins for Aurea CRM users.

You can:

  • Change login data, such as user name, password, module access rights, password settings, etc.
  • Delete existing logins.

To create a new login for a rep, you need to access the Rep record and select Configure Login from the context menu.

For more information, see Configuring Logins in the CRM.Core Administrator Guide.

Note:
  • The Logins menu item ID_NET_LOGIN_SEARCH is available for the SU (Super User) and users who have access to the Login File info area (US).
  • By default, users, except the SU, can only create/update/delete their login (US) record. Only the Password (US:38) and Encrypted Password (US:47) fields can be updated.. For logins of other users, only the following field values are displayed: No., User name, Alias, and Added on StNo.
  • Access to all US records is controlled via the CRM process 1.5.2.2.1.6. Manage Logins CRM process ID 70000310.
  • The Manage Logins CRM process is disabled by default.
  • Make sure you enable the Manage Logins CRM process for the SPECIAL user's rep record if it is not the SU. Otherwise, Aurea CRM.Web users cannot change their password at login. For further details see Special User in the Aurea CRM.Web Installation Guide.