CRM User Security

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SmartConnect 2017

CRM User Security

Permissions for the following can be over-ridden on a user basis:

Allow over-ride of defaults on Maps
Allow advanced messages
Allow meta data updates


CRM Connector User Permissions


Set user permissions for CRM


To set user permissions for CRM follow the steps below:

1.Select Setup >> Security from the main SmartConnect window.
2.Select the user to set permissions, select the CRM connector then select the Connector permissions button.
3.Check the permissions for this user. Note: selecting a permission in this screen will not over-ride permissions that are not selected on the main SmartConnect connector setup screen.
4.Select OK to save changes.