Enabling GUMU™ Integration access to each Sage CRM user

Before enabling GUMU™ Integration access to each Sage CRM user, kindly refresh the metadata.

Once GUMU™ integration is installed, Sage CRM system administrator needs to decide which Sage CRM users will have access to GUMU™ integration.

For example, if you have purchased total 5 user license from Greytrix for GUMU™ integration then you will have to enable access for those 5 users as given below.

  1. In Sage CRM, navigate to Administration -> Users -> select the user for which you want to enable integration access.

  2. Check the GUMU Sage Intacct Access checkbox as mentioned in below screen.

  3. This will allow particular user to access GUMU™ integration related functionality.

  4. Repeat the above steps for the other remaining users for which you want to enable GUMU™ integration access.

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