Inviting End Users from the CRM

Desktop Plus Admins can invite groups of users by using the Import from CRM option. Admins can use this feature to include users that already exist in Salesforce, cutting down on data entry and manual user management. In this section, you will learn how to add new users using the CRM import option.

Admin Only: This article outlines functionality available only to Desktop Plus Admins. Standard Users should advance to the next article in this User Guide.

Warning: We highly recommend that you do not invite any users to the account until your question decks and answers are complete as part of the initial implementation for your account. Once users have access to Meeting Recap, they will be able to configure their own Profiles, download the mobile application, and begin to submit Meeting Recaps. Inviting users prior to finalizing the question decks can cause confusion and result in inaccurate or inconsistent data capture.


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Inviting End Users from the CRM


Log in to Desktop Plus and select Organization in the left navigation.



Locate the End Users section and note the available data columns. You can click on the column headers to sort the data by either Name, Email Address, Enabled, Team, Security Role, or Status.

Tip_Web Tip: For first-time access and setup, the only User listed will be the Organization Administrator.

Step_3 Select the Import from CRM option.


Tip_Web Tip: You will need to make sure you are connected to Salesforce in order to proceed with the import

Step_4 Enter criteria in the Search field, and click the Search button. You can search by name or by a Salesforce Profile.

Step_5 Select the checkbox for each user you want to invite. Click the checkbox at the top of the column to select all listed users. This will move the selection to the Selected Users table on the right side of the screen.

TTip_Web ip: Importing users by Profile is especially useful if all members of the Salesforce Profile will be assigned to the same Desktop Plus Edition Team.

Step_6 Select the Deck for all of the selected users to have access to when entering their meeting notes.


Tip: Decks are sets of questions and answers used with Meeting Recap. These are configured during the implementation process. Depending on your configuration, you have may have multiple Deck options.

Step_7 Select the Team that you want to assign to all of the Selected Users.


Step_8 Enter the Team Role that you want to assign to all of the Selected Users.


Tip_Web Tip: The same Team Role may not apply to all of the users on a specific Team. You can leave the Team Role blank for the import process and manually assign each Team Role to the users as applicable. Alternatively, you can import a smaller batch of users so that only users who should be on the same Team and the same Team Role are selected.

Additional Resources: Refer to the Reviewing Organization Options section of this User Guide for more information.

Step_9 Select the Security Role that you want to assign to all of the Selected Users.


Tip_Web Tip: The same Security Role may not apply to all of the users on a specific Team. The majority of your users should be assigned the Standard User Security Role. If you are importing an entire team, and one User should be designated as Team Administrator, assign all of the users to the Standard User Security Role. When the import is finished, you can manually edit the single User who should be a Team Administrator and change their Security Role.

Step_10 Click the Import Selected button. Then click the Close button in the Invite Confirmation window.


Tip: Desktop Plus Edition will send an automated email to each User with Setup Wizard instructions.

Step_11 Note that the imported Users are listed in the End User table for the Organization.


Tip_Web Tip: The Status column indicates whether the User has clicked the link in their invitation email to configure their Profile via the Setup Wizard. Once the User Profile is configured, the Status will be Accepted. Admins can resend the invitation at any time by selecting the Reinvite link.



Download_WebDownload: Access the complete LinkPoint Connect: Desktop Plus Edition User Guide in .pdf format. Get the User Guide

Support_Web Still need help? Contact our Support Team.