Login

Logging in to your Aurea CRM.

You can access data in Aurea CRM according to your user rights. You need to log in with your user name and password. You can change your password later. For further details, see Changing Passwords.

Note: Your administrator can define that your Windows login (user name and password) also apply to Aurea CRM web, in which case you do not need to log in to Aurea CRM web. This setting is especially useful in conjunction with CRM.phone.

Selecting Your Language

You can choose the language version from the login screen. The application is then started in the selected language. German and English are supported out of the box.

Note: Your administrator can assign a default language to you which is used if you do not select a language when logging on to Aurea CRM web.

Starting Aurea CRM web

You can access data in Aurea CRM according to your user rights. You need to log on with your user name and password. You can change your password later. For further details, see Changing Passwords.

Note: Your administrator can define that your Windows login (user name and password) also apply to Aurea CRM web, in which case you do not need to log in to Aurea CRM web. This setting is especially useful in conjunction with CRM.phone.

To start Aurea CRM web:

  1. Enter the address (URL) of Aurea CRM in your browser. The Login page is displayed.
    Note: Please ask your administrator for the correct address.

    Note: The type of Aurea CRM installation and version number is visible on the bottom left of the page. The screenshot above shows that it is an Enterprise edition installation.
  2. Enter your user name and password.
  3. Click on More Options to select a different language.
    Note: Your administrator can determine that the More Options button is not displayed.
  4. Click on Log In. Your personal start page is displayed.

Selecting Roles

Your administrator can define roles and assign specific access rights to them, see Roles and CRM Processes. Your administrator can also determine whether you can select which roles to log in with or whether your roles are fixed.

To select a role:

  1. Click on More Options on the Login page. The extended login page is displayed.

  2. Enable Select roles and click on Log In. The dialog used to select your roles is displayed.

  3. Select the role(s) you want to log in with. You can select multiple roles.
  4. Click on OK to log on.
Note: If single sign-on is enabled on your system (i.e. you are automatically logged on based on your Windows login), your administrator is responsible for defining which role(s) you are logged on with. Roles can also be specified in links. If a user clicks on a link that includes a specific role, the user is logged on the system using that role.

Switching between Telephone Profiles

If you also have access to CRM.phone, you can switch between profiles if several profiles have been defined for you. The selected profile is only active for the current session; next time you log on to Aurea CRM web, your default profile is used again.

The name of the telephone profile in use is displayed in the system information. For further details, see System Information.

To change your telephone profile:

  1. Click on More Options on the Login page to display additional options. Enable the Change telephone profile check box.

  2. Enter your user name and password.
  3. Click on Log In. The Select Settings for this Session dialog box is displayed.

  4. Select the desired profile from the Telephone Profile drop-down list. By default, Do not show phone toolbar is selected.
  5. Click on OK.
  6. Aurea CRM web is started and CRM.phone uses the selected profile.

Logging Out

For security reasons, always exit Aurea CRM web by clicking on and selecting Log Out from the menu.

The login screen is then displayed again.