SuperOffice Audience is an internet based collaborative tool, and allows each SuperOffice CRM user to give their external contacts access to the world’s most user-friendly and open CRM system. Audience provides full access to shared projects and gives secured access to documents, e-mails, meeting notes and much more.
Registering the necessary licences
Before you try to install SuperOffice Audience on your web server you need to get a new keycode from SuperOffice to open up the access for SuperOffice Audience. You will need to open up the following licences:
Expander for collaboration
Assigning the licence in SuperOffice 7.x
Audience licence is a site licence therefore after you have received the licence with Audience and Expander for collaboration you need to assign the Audience licence to the Main site or a Satellite.
1. Go to SuperOffice Admin - Replication screen.
2. Click on the Satellites button and select the appropriate site where you want to use Audience. It can be the Main database or one of your Satellites.
3. Click on the Licences button.
4. A new dialog will appear. Tick the Audience licence and click the Save button.
Giving SuperOffice CRM users the necessary privileges
Administration of External Users
When you have added the new licenses, you need to give all users that should be able to create and maintain external users this access right. Go to the SuperOffice Admin client, select a user in the user-panel, and click Licences. Check the checkbox “External users administrator” for each user that should have this possibility.
Publish to External Users
You must grant users that should be able to publish data to Audience this access right. Go to the SuperOffice Admin client, select a user in the user-panel, and click Licences. Check the checkbox “Publish to external” for each user that should have this possibility.
Setting up the possibility to autogenerate and email external users
This is a small application that comes with SuperOffice CRM.
You have to add the file “CreateExternalUsers.EXE” located in the SuperOffice CRM program folder as an external application in the SuperOffice Admin client.
You will also need to customize the text in the file called “MailText.TXT” located in the same folder. This file contains the default text that will be used as a body in the e-mail that is sent to the new users that is created.