Users | Configurations

Use the Configuration area to manage CRM.Designer configurations and assign users and groups to configurations.

The Users | Configurations page consists of two views selectable via radio buttons:

• The Users view allows you to create users and user groups and assign configurations to them. For further information, see Users View.
• The Configurations view lists all existing configurations. See Configurations View for details.

The configuration hierarchy is either fixed, i.e., it can only be changed explicitly or dynamic, i.e., the configuration is determined by the current organizational group of the rep.

Fixed Configurations:

Changes of the configuration for the default user, the user's group, or a participation of this user in a User Group do not affect the user’s configuration hierarchy. This is the default option.

If a user logs on to Aurea CRM.Web, the following checks are applied to determine the configuration for that user:

• If the user already has an entry on the Users | Configurations page, that configuration is applied.
• If there is no entry on the Users | Configurations page, but an entry for the user exists in the User Groups section, that configuration is applied.
• If no entry is found for the user or his group, the DefaultUser determines the configuration. The DefaultUser configuration is also used for the login page.

Dynamic Configurations:

When using dynamic configurations, i.e., dynamic parent is checked for a user, the user is always assigned the configuration that is defined for his current organizational group, as set in the Org. Group ID field in the rep record, independent of the configuration assigned in CRM.Designer.

If no configuration corresponding to the organizational group exists, the DefaultUser configuration is applied.