5.2 ADDING USERS TO THE CRM SITE

User role in iGlobe CRM

iGlobe CRM App uses SharePoint site group access and permission. Site owners have the Full Control permission level on that site. They can perform administrative tasks on the site, and on any list or library within that site. Use the following link to learn more on access and permission in SharePoint Online -  http://office.microsoft.com/en-us/support/introduction-control-user-access-with-permissions-HA102771919.aspx

In iGlobe CRM site owners are granted admin access to iGlobe App and have access to the administration and configuration area of the CRM app. To be able to configure iGlobe App you will need to have access to the administration. 

Figure 9 iGlobe CRM Homepage with the administration tab

Site Members are users of the CRM app that will not require access to the administration part. CRM Users must be added into the “member” group. 

After you have configured user access on the iGlobe CRM site collection, you are ready to add the iGlobe app to your site.