Setting Up Sales.Live (General)
4. Set Up User Group(s) in Sales.Live
In Sales.Live, you can control what Users have access to which Applications by using User Groups and Users. This is done at the Portal Level. To see how to set this up, CLICK HERE and follow the steps. Need further information? Send an email ...
3. Users, Groups, Roles & Permissions
In Sales.Live, Users and User Groups are set up within the Plus.Live portal. We've created a useful table (quick screen shot, below) to explain this. CLICK HERE to see the table within another article. Roles and Permissions are explained in the ...
2. Connect Business System to Sales.Live
Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Sales.Live. This connection is via something we call a Data Connector. This allows the sharing of information between your ...
1. Create Company Portal & User
If this is your first Application within the Plus.Live portal, we first need to set up a Company Portal and Admin User, within Sales.Live. This is all done in the Plus.Live Portal, or "engine room" (screen dump below) and to get there, follow these ...
5. Add & Invite Users to Sales.Live
Adding Users Once you've set up a User Group with the appropriate Applications that you want to invite users to, you're ready to add Users. You can do this under the User Menu Item from the Plus.Live Administration Menu. To get to this menu, click ...
Setup: Roles and Permissions in Sales.Live
Article Summary This article explains how to set up Sales.Live User Roles and how to set Permissions on Roles. Important: To set up User Roles and Permissions you must be an Administrator; Users are added to a Role, so that they inherit the ...