Knowledge Base
Adding an Initial User to SmartConnect.com
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Getting Started with SmartConnect.com
- Determining your Subscription Tier
- Signing Up for a Plan
- Adding an Initial User to SmartConnect.com
- Logging into the SmartConnect.com App
- Adding Users to SmartConnect.com
- Switching Companies within SmartConnect.com
Installing and Configuring SmartConnect 21
Creating an Integration Process
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
Importing and Exporting Integrations
Maintaining Setup Options
Navigating the Dashboard
Setting Up Additional Functionality
Working with Dynamics 365 Business Central
Working with Dynamics 365 Sales
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
Working with Dynamics CRM
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Using an Activity Party
- Using an Entity Lookup
Working with Dynamics NAV
Working with File Options
Working with Generic Connections
Working with Salesforce
Working with SQL Server
Working with the REST Connector
Adding an Initial User to SmartConnect.com
After the purchase of a SmartConnect subscription, a user will need to be added from the account management page to login with for the first time. Login to the eOne site and navigate to the Renewals/Keys section under My Account.
Once in that section, the initial user can be created for the SmartConnect.com account. If logged in as a partner, the user can be created for any customer that owns a SmartConnect subscription.
Select a SmartConnect subscription product and choose the Add SC User option from the list.
On the Add SC User page, enter the email and details for the account. The password will be needed when logging into login.smartconnect.com, so ensure that is recorded somewhere. If the email that is used in this form already exists in SmartConnect on another tenant/account, the user will still be added to this SmartConnect instance but the password will not be reset. It will use the password that is already configured for that email. If the password needs to be reset, it can be done on the main login.smartconnect.com page by the owner of that email address.
Note that only the first user should be created from this account management page. Additional users should be added within the SmartConnect.com app by following the instructions here.