Setting up system settings
System settings enable you to specify what type of information you want your employees to use to log into Ajera. Caution: If using Active Directory integration, Deltek strongly recommends securing access with SSL technology. If you have a website, you may already have an SSL certificate. Work with your IT team to verify that your hardware/software configuration supports Active Directory integration. To select Login type:
Note: This option cannot be used with Active Directory integration.
To set password expiration:
To turn on Active Directory integration:
Select the Use Active Directory login check box to turn on the Active Directory integration. This option requires that all employees have an email address set up in Ajera.
Not all employees must be authenticated through Active Directory. You can set up employees so they can log into Ajera using a non-Active Directory email and password. For specific details, see Setting up employees. Enter an external server addressThis is used by and needed for features that interact with remote servers or tools, such as CRM. This address is the URL you use to access Ajera.
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Concepts About Vantagepoint CRM Integration How Ajera, PIM, and Ajera CRM Work Together Company preferences default accounts Tasks Step 1: Set up CRM Integration in Ajera Set up CRM integration in Ajera CRM/CRM Plus Set up CRM integration in Simple CRM Step 2: Choose what to sync from CRM Step 2: Choose what to sync from Simple CRM Adding the CRM Integration Log widget and other CRM widgets Maintaining the CRM mapping table Creating a project in CRM from Ajera Syncing project information to CRM Syncing projects to CRM manually Setting up general preferences Setting up general preferences for multi-company Setting up account preferences Setting up project preferences Setting up scheduling preferences Setting up billing preferences Setting up payroll preferences Setting up time and expense entry preferences Setting up integration preferences References |
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