As the Address Book administrator; you already have a user ID set up for you. Log in as an administrative user in Administrator to perform setup or administrative tasks.
Before a user can log in to Maximizer; you must assign that person a Maximizer user ID. All security in Maximizer is based on user IDs and the rights you assign to them. You should also assign a user Display Name; which easily identifies the user throughout Maximizer. When you fill in the First name and Last name fields in the Add User dialog box; the Display name field is completed automatically to include the user’s first and last name together. You can change this display name.
Use the User Properties dialog box to enter a user’s name and contact information; specify access rights; and add a user to security groups and sales/marketing teams. Note that you can also add users to security groups and sales/marketing teams using the Groups/Teams module.
To add a new user to the Address Book
- In the left pane; click Users. The list of users is displayed.
- Click Add. The Copy User’s Properties dialog box opens.
- To copy the properties from an existing user; select the user from the drop-down list; and click OK.
- In the General tab; fill in the basic information for this user.
- In the User ID field; enter unique identification for the user. The user must specify the User ID to log in to Maximizer.
- The Display name field fills in automatically with the user's first and last names. You can change the display name.
- The Dept and Division fields affect where the user is displayed in user-selection lists (for example; in the Add Appointment dialog box).
- In the Email field; enter an email address for the user. The user must have an email address specified to send email from Maximizer.
- Under Module login; ensure Enabled is selected next to Windows Access or Web access. Users enabled for Web Access can log in to Maximizer Web Access and Mobile Access. You must have an available user license to enable the user.
- Under Time Zone; specify the time zone for the user. Users can also specify the time zone in Maximizer.
- Select the Access Rights tab.
- Click Modify User Access Settings; and set up the access settings for the user.
- Click Save Settings to save the changes to the access settings.
- In the Groups/Teams tab; select any security groups and sales/ marketing teams to which the user should belong.
- Click Save.
The new User ID and its associated information now appear in the User list.
| | The default user password is maximizer. Ensure that you or the user create a new password from the Manage Users dialog box. |
Enabled and Disabled Users
You can create any number of users in your Address Book. However; you must have licenses for all enabled users. The total number of users across all products cannot exceed the number of available licenses. Any additional users must be disabled. Disabled users cannot log in to Maximizer. But other users can add disabled users to appointments and can specify disabled users as opportunity and customer service case monitors.
You cannot enable a user when you are at your limit of licensed users. You must first disable an existing enabled user; and then enable the user.