User Configuration fields

The table below explains the fields on the User Configuration screen.

Field

Description

Amount of days to password expiring

Specifies the maximum Sage CRM user password age in days. When this period expires, the user must change their Sage CRM password. The default password age is 50 days.

Use Dynamic Password Hash Cost

Enables or disables optimum user password hash strength.

  • Yes (default). Enables optimum password hash strength based on the Sage CRM server hardware capabilities. Provides increased security but consumes more system resources because it increases the number of hashing rounds used to generate a password hash.
  • No (not recommended). Disables optimum password hash strength. Provides weaker security (less hashing rounds) but frees up system resources. System administrators might want to set this value to speed up the system performance. For example, when there is a significant number of simultaneous Sage CRM user logons.

Allow User Preferences

Specifies whether Sage CRM users are allowed to access <My Profile> | Preferences.

Account Lockout Threshold

Specifies the number of times a user is allowed to enter an incorrect password when logging on to Sage CRM. When this number is exceeded, the user's account is locked out in Sage CRM. The system administrator can unlock the account or the user can wait until the account lockout period (if any) expires.

When this field is set to 0 or left blank, the user's account is never locked out.

Account Lockout Duration (Mins)

The number of minutes a locked-out user has to wait before trying to log on to Sage CRM again.

When this field is set to 0 or left blank, the user's account remains locked out until a system administrator unlocks it.

We recommend that you set this field to 15 minutes.

User Inactivity Timeout (Mins)

The inactivity period (in minutes) after which a user is automatically logged out of Sage CRM.

Sage CRM uses the value in this field only if it is less than the value in Idle Time-out (minutes) specified for the Sage CRM application pool in Microsoft Web Server (IIS). The default idle time-out value set for the Sage CRM application pool is 120 minutes.

Use IIS Auto Login

  • Yes. Enables automatic login to Sage CRM for authenticated Windows users. Users are authenticated by Web Server (IIS) and don't need to enter Sage CRM credentials when accessing Sage CRM.
  • No. Disables automatic login.

For steps on how to enable or disable automatic login, see Configuring automatic login.

Default Domain For IIS Login

Specifies the NetBIOS name of the Active Directory domain whose users are automatically authenticated when Use IIS Auto Login is set to Yes.

Allows you to prevent unauthorized external access to Sage CRM. If you leave this field blank, Sage CRM users are matched to their Windows user accounts using their complete domain\user name combination.

For example, a user called Susan Maye with Windows user account mayes in the domain mydomain, has a Sage CRM account name mydomain\mayes. If you have only one domain, enter the domain name in this field. For example, if mydomain is your only domain, enter mydomain in this field and the Sage CRM logon ID for Susan Maye is mayes.

Plugin Version

The path and name of the current Sage CRM Plugin file. The current Sage CRM Plugin resides on the Sage CRM server and is downloaded if the client-side value does not match the value specified in this field.

Auto-Logout

Automatically logs a user out of Sage CRM when they close the web browser window or go to another web site.

Default User Date Format

The default date format for all Sage CRM users.

For example:

mm/dd/yyyy

Month/Day/Year

Individual users can override the default date format in their user preferences.

Use Fileit

Enables automatic filing of Outlook emails using a mail manager server filing address. For more information, see Email Management.

Enable Security For Groups

Enables Sage CRM user security profiles and policies for groups.