Initial users and example data

Regardless of the client that was installed (Web Client or Win Client), the following data are available after installation:

After the installation, the following user groups are available:

PSA: Normal users (usually all internal staffs members)

PSA_ADM: Administrators with the admin top menu and access to PiSA cubes

CUSTOMIZING: Customizers and all CUSTOMIZER users that were created with the customer in the user management. The customizing assignment is necessary if customizing was carried out at the customer’s, and dialogs were cre­ated only for the CUSTOMIZING group.

The customer’s administration can create their own groups, but they should lie in the range of the cus­tomizing group. This can be helpful if access to records is to be controlled via groups.

The subgroups of PSA_ADM are:

PSA_ART_CNF: Configuration of the configuration logic using a product configurator

PSA_ADM_ART: Configuration of the configuration logic using a product configurator

PSA_ADM_PRO
PSA_ADM_DOC
PSA_ADM_ACT

Administrator with little person data. She or he adopts the role of the administrator of their Own company and can set up, adapt and customize JustRelate CRM. They can log in as the user salesadmin with the password salesadmin, and belongs to the PSA_ADM subgroup of the PSA group.

Demo user with little person data. She or he adopts the role of a usual staff member who works with JustRelate CRM, can log in as the user salesdemo with the password salesdemo, and belongs to the PSA and CUSTOMI­ZING groups. The administrator should replace this universal password with their own one after the instal­lation.

The own company with company and address data.

Sample quote "Angebot über eine neue Schmieranlage"(quote for a new lubrication plant) with the spe­cific product “Schmieranlage Typ 30-12” (lubrication plant type 30-12) in a neutral product structure, and including a cal­culation group, activities and documents.

All processes for contact groups, sales, marketing and service as objects with an operation status (proce­dures), standard activities for sales cases and escalation management.

All standard activities for contacts and sales cases.