Configuration and Administration

You perform most iAccess configuration and administration tasks in Ajera CRM, including setting up users and defining their access to iAccess workspaces and tabs,

Related topics:

  • Setting Up Employees
    In iAccess, you can assign employees as members of teams for opportunities. You can also designate them as team members for companies and contacts. You set up all employees in the Employee Info Center in Ajera CRM.
  • Clients and Vendors and Companies
    In Ajera CRM, clients and vendors are in separate Info Centers. In iAccess, they are both just "companies" and, for the most part, are treated the same.
  • Security and User Access
    Security configuration in Ajera CRM controls access to iAccess.
  • Setting Up Access to iAccess
    Use the Roles form in Ajera CRM (Configuration > Security > Roles) to provide access to iAccess for one or more users and define the level of access.
  • Integration of iAccess with Kona Business
    Kona from Deltek can be integrated with iAccess to support collaboration among those working on an opportunity. Kona is a private and secure collection of work spaces that members of the team associated with an opportunity can use to communicate, share documents, assign and manage tasks, and schedule events.
  • Set Up Integration with Kona Business
    To implement Kona integration with iAccess, obtain your Kona Business client ID and client secret and enter them on the Miscellaneous tab of the General System Settlings form in Ajera CRM (Configuration > General > System Settings).
  • Integration of iAccess with GovWin IQ
    GovWin IQ from Deltek is integrated with iAccess so that you can import opportunities from GovWin IQ into iAccess. Deltek's GovWin IQ helps government contractors win more business by providing a centralized and detailed platform for insight into opportunities at all stages of the contracting lifecycle. GovWin IQ provides comprehensive information surrounding each opportunity to save you critical time hunting for the right contacts, identify opportunities well in advance of public notices, and locate teaming partners.
  • Set Up Integration with GovWin IQ
    To implement the features that integrate iAccess with GovWin IQ, first contact your GovWin IQ Customer Success Manager and then use the GovWin IQ Web Service utility in Ajera CRM to configure the integration.
  • Changing System Labels
    Ajera CRM uses key terms in its default labels that are in common use among Deltek customers. Those same labels are used in iAccess. However, you can replace the default labels with those that are used in your firm (for example, replace the default "Vendor" with "Subcontractor").
  • Specifying Values for Drop-Down Selection Lists
    A number of fields in iAccess provide drop-down lists for selecting valid values. Most of these system fields have a default set of values, but you can add other values, delete default values that you do not want to use, change the order of the values in selection lists, and edit existing default values.
  • Adding Custom Fields, Grids, and Tabs
    If your firm needs to track data other than those included as standard fields in iAccess, you can define those fields in Ajera CRM and add them to one of the standard tabs in iAccess or to a custom tab that your firm has added. You can also add custom grids and tabs to iAccess.
  • Screen Designer Modifications
    Changes made to Ajera CRM using Screen Designer may also affect iAccess.
  • Autonumbering of Opportunities and Companies
    If automatic numbering is enabled for opportunities or clients in Ajera CRM, it is also enabled in iAccess and applied when you add those types of records in iAccess.
  • Activities in Ajera CRM and in iAccess
    Using the Code Table Maintenance form in Ajera CRM (Configuration > General > Code Tables), you can set up any number of activity types. Your employees then use those activity types to track and classify activity related to opportunities, clients, vendors, and contacts by entering the individual activities on the Activities tab in the Opportunities, Clients, Vendors, and Contacts Info Centers. In iAccess, on the other hand, you can only enter two types of activities: milestones (for opportunities only) and touchpoints (for opportunities, companies, and contacts).
Parent Topic: iAccess for Ajera CRM