Automatically Creating User Configurations

User configurations are automatically created when Aurea CRM.Web modifies data in the CRM.Designer database to store changes in the user configuration, define lists or store private queries or analyses.

To automatically create users and configurations as children of your customized parent configuration:

1. Set the configuration of the DefaultUser to your customized configuration in the Default Users section of the Users | Configurations page.
2. Check Create new config on change.

   For any user who logs on to Aurea CRM.Web for the first time and changes, e.g., a list definition, a user and configuration is automatically created in CRM.Designer. The user's configuration is created with your customized configuration as parent.

If you are using group configurations, the same mechanism is applied if the group configuration is set to Create new config on change.

For the administrator, when using the SU (Super User) account, the On change setting is ignored to ensure that the administrator always changes his current configuration. If the administrator has the parent configuration as his configuration, changing this configuration influences all users.

If you do not want the administrator to change configuration data for all users, create an extra user and configuration for the SU.