This article specifically deals with adding users to the RealNex CRM database. For information on assigning users to your subscription, click here.
To add a user to your RealNex CRM Desktop, you'll need to add the user through the administration tools in the CRM, as well as install the CRM Desktop Workstation software on the user's PC.
Adding a User to your RealNex CRM Desktop Software
Please note, you must be an administrator for your RealNex CRM to add or edit user accounts.
To add a user, in the Desktop CRM, go to Tools > Administration > User Management.
Click the New button.
This will open the User Properties window.
User ID: This is the ID that will show up on timestamps in the system
User Name: The user's full name
Login: The user's login name for the CRM Desktop
RealNex Email: The email address the user uses to log in at www.realnex.com
Default Team: The team that is used when the user adds records to the system.
Fill in the details in this form, and click Account is Enabled. Click Change Password to assign a password for this account.
If you need to make any changes to the Teams the user has access to or Permissions for that user, click the Teams or Permissions tab accordingly.
After the user has been set up, you'll need to download and install the CRM Desktop Workstation software on the user's PC. You'll need the user's login and password that were created, as well as the server name. You can find the server name in your desktop CRM at the bottom-left corner of the software, where it will show the Server name (SERVER\REALNEX) followed by the user that is logged in. We only need the Server Name itself.
Installing the CRM Desktop software on the user's Workstation PC
Once the file has finished downloading, run through the prompts to install the CRM Desktop software.
Once the software has installed, when you open the CRM, it will initially ask for the Server, Login and Password. Enter those details on this screen, then click OK.
This user should now have access to the data in the RealNex CRM Desktop, and this process also adds the user to have online access to CRM Live at www.realnex.com.
Adding a User to your RealNex CRM Online
Within the online CRM, click My Account > Administration > User Management:
This will display the User Management window, showing all of the current users on your account. Next, click the Add New button:
Fill out the user details on this screen:
User ID, User Name and Login Name are all generally going to be the user's full name, unless you have a specific reason to change these.
RealNex Email must be the email address that the user's RealNex.com account is linked to.
From this screen, you are also able to assign Team memberships as well as set up permissions for the user, such as the ability to Edit or Delete certain types of records.
Once you have filled in the appropriate details and click the Save button.
Now, when this user logs in to their account at www.realnex.com and clicks on the CRM, they will be able to access this database.