Knowledge Base
Adding Users to SmartConnect.com
Browse Common Categories
- Setting up a Dynamics CRM Connection
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Bulk Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Real-Time Data Source
- Setting up an Integration to Dynamics CRM
- Using an Entity Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using a Multi Lookup
- Using a List Option Lookup
- Using a Relationship
- Using a MultiList Option Lookup
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Creating a Dynamics 365 Business Central Bulk Data Source
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up an Integration to Dynamics 365 Business Central
- Using an Odata Field Lookup
- Using an Entity Lookup
- Using an Activity Party
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi 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
- Using an Entity Reference
- Creating a Dynamics CRM Bulk Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Real-Time Data Source
- Setting up an Integration to Dynamics CRM
- Using an Entity Lookup
- Using an Activity Party
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Using a MultiList Option Lookup
- Creating a REST Service Definition
- Adding a REST Service Connection
- Configuring OAuth2 Authentication
- Configuring Exchange Token Authentication
- Creating a Service Data Source Definition
- Adding a Bulk Service Data Source
- Configure Data Source Paging
- Creating a Service Destination Definition
- Setting up an Integration to a REST Service
- Creating a Service Lookup
- Configuring Service Entities for Data Sources
- Configuring Base Settings
- Using a Service Lookup
- Using Service Variables
- Using Error Handling
Adding Users to SmartConnect.com
Users can be added and removed within any account directly within the SmartConnect.com app. Login to SmartConnect.com through login.smartconnect.com.
Once logged in, navigate to the System section of the menu bar on the left hand side of the interface and select Security.
From the User Security window, existing users can be modified or deactivated if needed. New users can be added using the Create New User button at the top right of the interface.
When entering an email address when adding a new user, SmartConnect will check to see if the email already exists on an existing user. It will check all existing users across all SmartConnect tenants to ensure if an email address is provided that is already in use it will associated that existing user to the current SmartConnect tenant rather than creating a new user.
When adding a new user (email not in use across any SmartConnect tenants), a password along with first and last name must be provided.
When adding a user that exists in another SmartConnect tenant, the first and last name will autofill and the password cannot be set and/or changed from this window. Only the user with that email can change their password, either within app or by using the Forgot Password link on the main login page.
As many users as needed can be added to a SmartConnect.com tenant through these steps. Future updates will allow for specific control over what functionality user accounts can access within the application.