Checklist: Setting Up Security

To set up Ajera CRM Security, you complete a series of steps in Security Configuration.

Step	Description	Location
1	Open Ajera CRM Security and log on.	Configuration > Security
2	Create roles.	Configuration > Security > Roles
3	Establish role security settings.	Configuration > Security > Roles
4	Select existing users or create users.	Configuration > Security > Users
5	Assign unique usernames and passwords for each user.	Configuration > Security > Users
6	Assign password policies.	Configuration > Security > Password Policies
7	Configure Windows Integrated Security.	General tab of Configuration > Security > Users