AdvologixPM

Add Users from the Quick Start Menu

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You must enter each staff member as an AdvologixPM user. At minimum you will need to know the login name they will use to log into AdvologixPM, their first name, last name, time zone and their email address.

Quick Start Menu

Quick Start Menu
  1. Go to the Quick Start tab.
  2. Click Read more in the Step 2: Setting up Your Staff (users) section.
  3. Click Go There Now to navigate to the Employee List page.

Add a New Employee to the Employee List

Add A New Employee to the Employee List

Choose New Employee

Add Required and Optional Information (Part 1)

Add Required and Optional Information (Part 1)
  1. Provide the user's first and last names.
  2. The Alias (Short name to identify user on list pages, reports, and other pages where the entire name does not fit) will auto-populate the first letter of first name and first 4 letters of last name.  
    • This can be changed to a custom Alias if desired  -- Up to eight characters are allowed in this field.
  3. Provide the user's email address.
  4. Provide the user's login username.
  5. The Community Nickname will auto-populate.
  6. Enter any data relevant to your organization in the Optional fields.

Add Required and Optional Information (Part 2)

Add Required and Optional Information (Part 2)
  1. Select a Role
  2. Select  a Profile (normally Full Access and Advologix Beginner).
  3. If this user will have access to the mobile application, check "Mobile User".
  4. Check off CRM Content user if they will need to use Content
  5. Optionally, enter phone, fax, mobile and other non-required fields.

Add Additional Optional Information

Add Additional Optional Information
  1. Optionally, enter Mailing Address information for the user.
  2. Optionally, enter Additional Information for the user.
  3. Optionally, enter Local Settings information for the user.

Approver Settings

Approver Settings

Set preference for receiving approval request emails (For more information See Force.com's Change your Approval user Settings).

Salesforce.com Newsletter Settings

Salesforce.com Newsletter Settings and Generate Password w/ Notification
  1. Optionally choose to have the user Receive the salesforce.com newsletter or Receive the salesforce.com administrator newsletter.
    • (Opt in to receive user-targeted or administrator-targeted promotional emails from salesforce.com. This field is not available if your organization has disabled your choice to receive emails from salesforce.com.)
  2. Check Generate new password and notify user immediately so that your new user will receive an email with their login information.
  3. Click Save to Finish and go elsewhere in the AdvologixPM application OR Save & New to Finish  to create another Staff (User) record.
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