Users View

The Users view lists all currently defined users with their Configuration and Application.

The Users | Configurations page offers two views, the user and configuration view. When you select the User view the screen below appears with the following sections:

• Default Users: The DefaultUser is used for users for whom no configuration is found.
• User Groups: You can assign a configuration to an organizational group. Users that belong to that group use this configuration. Users are assigned to organizational groups via the Org. Group ID field in the Rep info area ID:2.

  To create a user group entry:

  1. Enter the group's Rep/Group ID number (ID:0) as User Group ID: Skip the leading zeros and prefix the ID with a '#'.
  2. Click Add.
  3. Select a Configuration and Application for the group.
• User: Users that have their configuration are listed here. You can manually add a user by entering his Aurea CRM login name as User Name. Select a Configuration and Application for the user.

The On change option defines whether a new configuration, with the current configuration as its parent, is automatically created when the user changes his settings in Aurea CRM.Web. The default for Default Users and User Groups is to create new config. For further details, see Editing Users.

In a standard environment, assign your customized configuration explicitly to the DefaultUser, with On change set to create new config. See Automatically Creating User Configurations for further information.