Configuring User File Maintenance for Palm SFA

Before you can use the Palm SFA application, you must modify the host system to work with Palm SFA. Set the following Palm SFA parameters in User Maintenance for Palm SFA users:

• Authorization keys

• Scheduler

• Job Queue

• Product download

Authorization Keys

An administrator must set the following authorization keys and parameters for users to access Palm SFA features.

To set authorization keys for Palm SFA users:

1. From the System > System Files / User Control menu, select User Maintenance to display the User Maintenance screen.

   

2. In the User ID field, enter a user ID to display the corresponding user record.

3. Use the Auth Keys hot key to display the Authorization Key/Template Maintenance screen.

   

4. Assign the following authorization keys:

5. SFA.ALLOWED

6. SFA.MAINT

We recommend you not assign the SFA.MAIN authorization key to users if you are using the Access Control List from Contact Maintenance and Customer Maintenance or using Mass Load to add your user ID to individual records.

3. DAILY.PLANNER

5. Press Esc until you exit User Maintenance to save changes to the user record.

See Also:

Setting Up Palm SFA on the Host

Setting Up Palm SFA on the Palm Device