Accelerator License: Difference between revisions

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Click A,B and C
Click A,B and C


The configure the Lookup
Then configure the Object.
 
This object is for the license Key


[[File:UsrLicenseLookup1.png]]
[[File:UsrLicenseLookup1.png]]
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(C) BaseLookup  
(C) BaseLookup  


B. We create the Lookups
Next on this same screen we add a column (steps 1 and 2 below)
 
[[File:user license lookup column.png]]
 
And configure as
 
[[File:user license lookup column2.png]]
 
# UsrLicenseKey
# License Key
 
"'''Save and Publish'''" this object (Green button on top left of the screen)
 
'''Next''' ... we create our users lookup object
 
This object is used to control the users who have a license.
 
[[File:UsrLicensedUsers.png]]
 
# UsrLicensedUsers
# LicensedUsers
# BaseLookup<br />
 
Next we add a column. Click 1 and 2
 
[[File:UsrLicenseLookup2.png]]
 
And configure this as
 
[[File:UsrSysUser.png]]
 
(A) UsrSysUser
 
(B) System User
 
(C) SysAdminUnit
 
"'''Save and Publish'''" this object (Green button on top left of the screen)
 
B. Create the Lookups
 
Navigate to the lookups


[[File:admin lookups.png]]
[[File:admin lookups.png]]


In this step we will create 2 custom objects and the result will look like this
and click NEW
 
and create a lookup as follows
 
[[File:lookup ac license.png]]
 
(1) Accelerator License
 
(2) LicenseLookup (this is one of the objects we created previously)
 
(3) Accelerator License
 
Save this.
 
Lets add in our license now.
 
[[File:add ac license2.png]]
 
(1) Filter to find the lookup
 
(2) Click Open Content
 
[[File:add ac license3.png]]
 
(1) NEW
 
(2) CRMTogetherAC
 
(3) AC Pro License Key
 
(4) The license key as provided to you
 
Save and close this
 
Nearly there....
 
Create a second lookup as follows
 
[[File:acuserlookup.png]]
 
(1) Accelerator Users
 
(2) LicensedUsers (this is one of the objects we created previously)
 
(3) Accelerator Users
 
Save this.


....image here
User Management is covered on the [[User Management|user management]] page

Latest revision as of 09:01, 5 December 2024

WIP

Here we detail how to install the license.

You must be logged in as the "supervisor" named user for the following steps.

A. We create the "custom objects" that we need. To do this

1. Navigate to Settings -> Advanced settings

In this step we will create 2 custom objects and the result will look like this

2. On the screen that opens

Click A,B and C

Then configure the Object.

This object is for the license Key

(A) UsrLicenseLookup

(B) LicenseLookup

(C) BaseLookup

Next on this same screen we add a column (steps 1 and 2 below)

And configure as

  1. UsrLicenseKey
  2. License Key

"Save and Publish" this object (Green button on top left of the screen)

Next ... we create our users lookup object

This object is used to control the users who have a license.

  1. UsrLicensedUsers
  2. LicensedUsers
  3. BaseLookup

Next we add a column. Click 1 and 2

And configure this as

(A) UsrSysUser

(B) System User

(C) SysAdminUnit

"Save and Publish" this object (Green button on top left of the screen)

B. Create the Lookups

Navigate to the lookups

and click NEW

and create a lookup as follows

(1) Accelerator License

(2) LicenseLookup (this is one of the objects we created previously)

(3) Accelerator License

Save this.

Lets add in our license now.

(1) Filter to find the lookup

(2) Click Open Content

(1) NEW

(2) CRMTogetherAC

(3) AC Pro License Key

(4) The license key as provided to you

Save and close this

Nearly there....

Create a second lookup as follows

(1) Accelerator Users

(2) LicensedUsers (this is one of the objects we created previously)

(3) Accelerator Users

Save this.

User Management is covered on the user management page