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Configurations
Connection Configuration Wizard
Adding / Editing a connection can be a straight-forward process. Starting with the Display Name Setting.
| Setting Name | Description |
|---|
| Display Name | The name of the connection. |
On the Next Page, enter credentials for Active Directory User.
On the Next Page, enter Api URL, Application parameters and then click 'Connect' button.
SuperOfficeCRMOnline login page will be displayed and you have to log in using Index User account. Access and Refresh tokens will be delivered and then you can click 'Next' button.
On the Next Page select Project Member Type Name for Project Customer, Project Lead and Project Manager.
