Maintenance User

If defined, the maintenance user is used by Aurea CRM web functions that write to the CRM.designer database:

• Editing field names in Aurea CRM web, >> Data Model in the Aurea CRM web Administrator Guide.
• Updating catalogs, data model and roles and CRM processes via Aurea CRM web and CRM.bulkloader, >> CRM.designer Maintenance and Data Model, CRM Processes, Roles and Catalogs in the Aurea CRM web Administrator Guide.

To perform these actions using the maintenance user instead of the currently logged-in user:

1. Create a rep and login record for the maintenance user.
2. Assign the maintenance user to his Aurea CRM user (login name and password) with the User Configuration tool, >>  .

Using a maintenance user is recommended in all cases where more than one person is allowed to modify the data model and/or the CRM.designer database.