Authorise external message via Profit

Authorise the functions that you need to configure and use this process.

Configure authorisation:

1. Go to: General / Management / Authorisation tool.
2. Go to the tab: Group maintenance.
3. Select the group to authorise.
4.  Go to the tab: Menu.
5. Select the check box for the menu options to be authorised:
   •  General / Management / Communication connector
   • General / In & OutSite / Site
   • CRM / Organisation/person / Organisation/person
   • CRM / Dossier / Dossier
6. Go to the tab: Authorisation.
7. Go to: CRM / Organisation/person / Organisation.
   • Authorise the tab: Communication connector.
8. Go to: CRM / Dossier / File type.
   • Authorise the tabs: Settings, Workflows and Response templates.
9. Close the Authorisation tool.
10. Click on Yes in the message.

    De omgeving opent automatisch opnieuw, met de nieuwe instellingen.

 See also

• Configure authorisation