When an existing user attempts to access the Sales Intelligence widget from a new CRM instance, Demandbase prevents access to the widget, in order to avoid a security violation.
To grant access to the Sales Intelligence Mashup, your account administrator must map the new CRM instance to your Sales Intelligence account.
Note: When a new CRM instance is mapped to your Sales Intelligence account, then all other users in that CRM can access the Sales Intelligence widget automatically.
| Step | Description | Details |
|---|---|---|
| 1 | The user submits a request. | To submit an access request, a user must click Send Request as illustrated below:
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| 2 |
The account administrator(s) review an access request email notification. |
Once a user submits a request, an email notification is sent to the respective account administrators as illustrated below:
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| 3 | An account administrator approves or rejects the request. |
When you click Approve, the following message appears:
When you click Reject, the following message appears:
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| 4 |
The user receives an email confirmation.
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Once the administrator approves the request, an email notification is sent to the user with the status of the request as illustrated below:
If the account administrator rejects the request, the following email notification is sent to the user as shown below:
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