Sage Software 5.8 manual Self Service page before user is enabled

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Enabling a Person for Self Service

Self Service page before user is enabled

3.Select the Self Service Enabled checkbox.

You can change the person’s login ID and password by typing the new values in the Logon ID and Password fields.

4.Select the Save button.

The person is enabled for Self Service.

5.The next time you select the Self Service tab for that person, Self Service and Person details are displayed.

Self Service page after user has been enabled

Self Service Guide 5–5

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Contents Sage Accpac CRM Self Service Guide Page Contents Self Service Functionality Chapter Introduction What is CRM Self ServiceChapter Summary Chapter SummaryInstalling Self Service Prerequisites for Self Service ImplementationsChapter Getting Started Now you can… Setting up Self ServicePlanning a Self Service Web Site Chapter Self Service Web SiteTo begin creating a Self Service Web site Accessing the Site Understanding Basic Self Service ArchitectureEWaress.js File Without the Extensibility Module Customizing the Self Service Web SiteBlock Name Type of Block Description With the Extensibility Module Application Level Security Chapter Self Service Security„ Explain Self Service security Self Service Administration Chapter Self Service Administration in CRMVisitor List To view the Self Service administration area in CRM Self Service ConfigurationField Description To remove anonymous visitors Enabling a Person for Self ServiceVisitor Maintenance To enable a person for Self ServiceSelf Service page before user is enabled Enabling a Company for Self Service To log onto the Self Service Web site Chapter Self Service FunctionalityLogging On Anonymous Visitors To access the Newsletter area of the siteNewsletter Registered Visitors Reviewing Existing Cases To access the Support area of the Self Service siteProblem details Requesting Information Logging a New CaseTo find a solution Finding SolutionsSolutions list CRM Document Version Code IMP-SEL-ENG-580-1.0

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