Settings: Difference between revisions
Created page with "If you want to change the settings of your Woodford, select '''Settings''' from the '''Administration''' menu. == Organization settings == ; Auto-assign licenses : When..." |
No edit summary |
||
| Line 4: | Line 4: | ||
; Auto-assign licenses | ; Auto-assign licenses | ||
: When selected, each user that logs into the CRM with a mobile device | : When selected, each user that logs into the CRM with a mobile device is granted a license to use the Woodford customization, as long as there's a free (or recycled, see below) license available. | ||
: When cleared, an administrator has go to [[Mobile users]] configuration in Woodford and manually change users' licensing state from Pending to Enabled. Until then the users will not be able to use the Woodford customization. | : When cleared, an administrator has go to [[Mobile users]] configuration in Woodford and manually change users' licensing state from Pending to Enabled. Until then the users will not be able to use the Woodford customization. | ||
: You can also see the number of available/total licenses. | : You can also see the number of available/total licenses. | ||
| Line 10: | Line 10: | ||
; Auto-free up unused licenses (not synchronized in last 90 days) | ; Auto-free up unused licenses (not synchronized in last 90 days) | ||
: Select if you want the system to purge unused licenses after 90 days of inactivity. These licenses will become available again. | : Select if you want the system to purge unused licenses after 90 days of inactivity. These licenses will become available again. | ||
: The exact behavior is: When all licenses are assigned (there are no free licenses), both '''Auto-assign licenses''' and '''Auto-free up unused licenses''' are enabled, there's at least one user that has not synchronized for at least 90 days, and a new user tries to synchronize; in this case, the license from the user that has not synchronized (in at least 90 days) is transferred to the new user trying to synchronize. | |||
== User settings == | == User settings == | ||
Revision as of 07:11, 8 November 2019
If you want to change the settings of your Woodford, select Settings from the Administration menu.
Organization settings
- Auto-assign licenses
- When selected, each user that logs into the CRM with a mobile device is granted a license to use the Woodford customization, as long as there's a free (or recycled, see below) license available.
- When cleared, an administrator has go to Mobile users configuration in Woodford and manually change users' licensing state from Pending to Enabled. Until then the users will not be able to use the Woodford customization.
- You can also see the number of available/total licenses.
- Auto-free up unused licenses (not synchronized in last 90 days)
- Select if you want the system to purge unused licenses after 90 days of inactivity. These licenses will become available again.
- The exact behavior is: When all licenses are assigned (there are no free licenses), both Auto-assign licenses and Auto-free up unused licenses are enabled, there's at least one user that has not synchronized for at least 90 days, and a new user tries to synchronize; in this case, the license from the user that has not synchronized (in at least 90 days) is transferred to the new user trying to synchronize.
User settings
- Use European date format within Woodford. (day.month.year 24hours)
- Check for updates on startup
- Send licenses assignment notifications
- When selected, you will receive notifications about each assigned license, delivered to the email address specified in your profile. You can also add additional email addresses that should receive notification about licenses. Enter one email address per line.