Enabling GUMU™ Integration access to each Sage CRM user
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Last updated
Last updated
Before enabling GUMU™ Integration access to each Sage CRM user, kindly refresh the metadata.
Once GUMU™ integration is installed, the Sage CRM system administrator needs to decide which Sage CRM users will have access to GUMU™ integration.
For example, if you have purchased a total of 5 user license from Greytrix for GUMU™ integration then you will have to provide enable those 5 users as given below.
In Sage CRM, Administration -> Users -> select the user for which you want to enable integration access.
Check the GUMU™ Sage X3 Access checkbox as mentioned in the below screen.
This will enable a particular user to access GUMU™ integration.
Repeat the above steps for all the CRM users for which you want to enable GUMU™ integration access.
