About User Maintenance
User Maintenance refers to managing license allocation and localization settings for SAM users. The User Maintenance page displays SAM license information for your integration.
There are potentially three types of user licenses for...
Assigning User Licenses in the CRM
You can choose to maintain SAM user licensing in your CRM. To do this, you need to do the following:
Create the SAM licensing fields in the CRM and add the fields to the User form/layout.
Map the User fields in the...
Assigning User Licenses in SAM
There are two ways for you to allocate license types to CRM users within the SAM Admin Tool:
Using the User Maintenance page – use this if the CRM user will have only one type of access to all available worksheet types. ...
Setting User Language and Format Preferences
You can set user currency, date, and language information as well as licensing information using the Edit User Profile page. You can also set user prompts for certain Blue Sheet data.
Before setting user preferences, refresh the user list ...
Edit User Profile Page
The following table describes the fields on the Edit User Profile page.
Exporting User List Data
You can export a list of Sales Access Manager users and their associated settings to a CSV file.
To export a User List:
At the SAM Admin Main Menu, click the User Maintenance link.
Scroll to the bottom o...
Refresh User List
The Refresh User List function retrieves a list of active CRM users from the CRM system. When you set up SAM for the first time and whenever you add a new user to your CRM system, you need to execute the Refresh User List function to make the user...