How to set Multiple Users and User Permissions in DejaOffice PC CRM

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When using DejaOffice PC CRM in Multi-User mode, you may want to assign Permissions to certain users to limit things like Deleting or Reassigning records. The following guide will explain how to set User Permissions when in Multi-User Mode. For our guide on setting up Mult-User Mode in DejaOffice PC CRM Pro Click Here.

User Permission Levels

There are four user permission levels in DejaOffice PC CRM Pro for Users.

  1. Master - This user level has complete access to the database. Users with this permission level can Add or Delete any Users in the database.
  2. Full - This user level has full access to the data within the database. They can create\edit\delete records and reassign records between users. Full User's can create other users of lower permission levels.
  3. Limited - This user level can re-assign only "Unassigned" records to their own user; they can not take ownership of other records already assigned to other Users in the database. They can create\edit\delete records which are assigned to that user. This user level can not delete other users.
  4. Read Only - This user level can only View Records in DPC. They are unable to Modify, Create, or Take Ownership of records in DPC.



Creating Users with Permission Levels

Userman1.png

To create a new user with a permission level:

  1. Open DejaOffice PC CRM Pro, Select Settings, Select Database Settings, and click "User Management".
  2. Select "Add User", enter a Name for the user and click Ok.
  3. Once the user appears in the list, select the box for "User Level" and set the users' Permission level.
  • Note: When first setting up DPCP, if you want a "Master" user, the first user you create should be set to "Master" permission level.





Changing an Existing User's Permission Level

To Modify an existing users Permission Level:

  1. Open DejaOffice PC CRM Pro, Select Settings, Select Database Settings, and click "User Management".
  2. Select a current user, select the box for "User Level" and set the user's Permission level.
  • Note: Your current user must be of sufficient access level to change another user's access level.


Set up DPC Pro on a second PC via DejaCloud

  1. Setup DejaCloud sync from the PC CRM Pro on the primary machine with users. (Ensure in the DejaCloud Settings under the Users Tab that All Users are set to sync to transfer all data to a second machine).
  2. Install DejaOffice PC CRM Pro on the second machine and Open. Skip the Setup Wizard by clicking the X in the top right.
  3. Select Settings in PC CRM and choose Database Settings. Enable the Multi-User Mode here.
  4. Select Sync Settings, choose DejaCloud as the "Mobile" device.
  5. Click Settings under DejaCloud and enter the Email\Password for DejaCloud from Machine 1.
  6. Select the DPC tab and click the box to "Download User List from DejaCloud. Select "All Users" for all data or Select a specific user to sync only their data to this PC (Pipeline).
  7. Sync.
  8. When the sync completes, close DejaOffice PC CRM and reopen, you will be prompted to log in using one of the users from PC 1


You can repeat this process on as many PC's as you like.

Set up Android and iPhone Sync for Multi-User DejaCloud Account

DJOMultiUser.jpg

The latest versions of DejaOffice for Android and DejaOffice for iPhone\iPad now fully support a Multi-User sync to a single DejaCloud account. Once you have the DPC Users created and assigned any passwords:

  1. Create a DejaCloud account that all users will connect to. Click Here to create an account.
  2. Setup the DPC Sync to DejaCloud under Settings > Sync Settings > Mobile Phone or Tablet section. Enter the DejaCloud User\Password in the Sync Settings and under the "Users" tab, select All Users to sync.
  3. Sync from DPC to DejaCloud
  4. Install the DejaOffice App on your Android or iPhone\iPad,
  5. Follow the Setup Wizard, select DejaCloud as the sync method. Enter your DejaCloud email\password from Step 1 and select the Owner field and choose the DPC Owner\User that should sync with this device. Enter the User Password from DPC if one was assigned.
  6. Complete the Wizard and Sync from the Mobile Device


All "Unassigned" and records "Owned" by the connected User\Owner will appear in this mobile device. You can repeat the above steps for each mobile device, entering the User\Owner that should sync with that specific device.

Changing the synced Owner in DejaOffice for Android\iPhone:

If you have already connected an Owner to a device, you can change this at any time. Changing the Owner synced to a device will remove all previous owners records and resync the newly assigned owner's records. Unassigned records will remain unchanged.

  1. Open DejaOffice on the Mobile device, tap Settings, tap Sync settings and tap DejaCloud Settings.
  2. Select the Owner Field and choose the new Owner to sync with this device. Enter the new Owner's DPC User Password if needed.
  3. Tap "Yes\Ok" on the prompts about switching Owners.
  4. Return to the main DejaOffice menu and tap Sync.


When the sync completes the new Owner's Records now appear in the device.

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