Accelerator License: Difference between revisions

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Navigate to the lookups
Navigate to the lookups


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


and click NEW
and click NEW
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and create a lookup as follows
and create a lookup as follows


lookup ac license.png
[[File:lookup ac license.png]]


(1) Accelerator License
(1) Accelerator License
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Save this.
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
Create a second lookup as follows


acuserlookup
[[File:acuserlookup.png]]


(1) Accelerator Users
(1) Accelerator Users
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Save this.
Save this.
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