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.
|The user submits a request.
|To submit an access request, a user must click Send Request as illustrated below:
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:
|An account administrator approves or rejects the request.
When you click Approve, the following message appears:
When you click Reject, the following message appears:
The user receives an email confirmation.
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: