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Step 3 – Configure SpringCM settings for each user

This section will walk you through how to set the SpringCM User Flag and role for each user.  During the user sync process, this information will be passed to SpringCM to create, modify or delete the user record in SpringCM.

  1. In Salesforce, navigate to Setup -> Manage Users -> Users
  2. Choose any user to view
  3. Click the Edit button
  4. Scroll down to the section titled Additional Information
  5. Check the box labeled SpringCM User
  6. Select the appropriate SpringCM Role from the drop down list
  7. Click Save

Repeat the above for each user