Product: Omatic Cloud
Description: This solution presents the link to find the new features and updates in Omatic Cloud
The Cloud BBCRM integration pulls data out of BBCRM and pushes data into BBCRM using BBCRM web services that provide access to various BBCRM features. When Cloud accesses BBCRM, it must provide a username and password for an application user that has been configured in BBCRM. These application users are visible on the "Application users” page, accessed via the “Administration” functional area under the “Security” group:
As a best practice, the Cloud application user should be set up as a dedicated application user—a real user’s account should not be reused. Provisioning a dedicated user account allows limiting the permissions of the Cloud application user and provides better traceability when reviewing the actions taken by the Cloud application. It is not recommended to configure the Cloud application user as an administrator, since this provides more access than is strictly necessary for Cloud to do its job.
has created a BBCRM system role with the necessary permissions for Cloud to extract data from and import data to BBCRM.
To assign the Cloud application user the necessary permissions:
- Download the system role from the provided link attached to this solution
- Import the system role to BBCRM using the "Import role definition" task on the "System Roles" page, found under "Administration" > "Security"
- After importing the system role, there should be a new system role named "Omatic Cloud Role"
- Open the system role's page in BBCRM and assign the Omatic Cloud application user to the role:
As Cloud supports additional BBCRM functionality, the system role posted on site will be updated with permissions to access the new features. If the system role has already been imported, it can be and it will update the existing “ Cloud Role” with the updated permissions.