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Provisioning users

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Overview

To grant Salesforce users access to Revenue Grid solutions such as Email Sidebar and Sync Engine, you must provision them to a Profile in your organization’s Revenue Grid tenant.

Using the Revenue Grid Admin Panel, you can provision users individually or in bulk in just a few clicks.

How provisioning works

On the Provisioning page in the Admin Panel, you’ll see a list of active Salesforce users who haven’t been provisioned yet. From here, you can select and provision users in a few clicks.

Viewing the user list

On the Provisioning page, admins can see only Salesforce users who meet all of the following conditions:

  • They have an Active status (User Management → Setup → Users → The “Active” checkbox is selected).
  • They have not been provisioned to Revenue Grid.
  • They fall within the admin’s access permissions in Salesforce.

User details displayed

Field Description
Salesforce ID Unique user ID in Salesforce.
Name Full name of the user.
Email Must match the email used for the mailbox connection.
Country The user’s country.
Profile Salesforce profile assigned to the user.
Role Salesforce role assigned to the user.

Customizing the user list

You can modify the list of non-provisioned users to display only the most relevant information.

  • Show or hide columns – Click the Gear icon () and select or clear checkboxes to adjust which columns are visible.
  • Reorder columns – Drag and drop column headers to change their position.
  • Sort the list – Click any column header to sort users by that field.
  • Search for users – Enter a name or other details to find specific users quickly.
  • Apply filters – Use filters for Country, Profile, or Role to refine the list.

How to provision users

You can provision users individually or in bulk.

Prerequisites

Required credentials

To provision users, you must have:

  1. Platform Admin rights in the Revenue Grid Admin Panel.
  2. System Admin rights in Salesforce.

Pre-provisioning setup

Before provisioning users, ensure the following requirements are met:

  • User domains must be listed under Profile > Details > Miscellaneous in the Email domains assigned to this Profile setting. See Configure profile settings.

Mass provisioning users

  1. Log in to the Revenue Grid Admin Panel.

  2. Go to Administration → Provisioning.

  3. Select users via checkboxes.

  4. Click Provisioning.

  5. Specify the following details:

    • Profile – Select the Revenue Grid Profile to assign users to.
    • Mailbox access type – Choose how Revenue Grid should connect to users’ mailboxes. This option is only available if the Profile is set to “Any” mailbox access type. Otherwise, the preconfigured setting is used and cannot be changed.
    • License – Assign a License to provisioned users. If a default License is set for the selected Profile, it is prefilled but can be changed.
    • Synchronization – Specify whether the Sync Engine should start immediately after provisioning. (Available only for the mailbox impersonated scenarios.)

  6. Click Provisioning.

A progress dialog appears. Please do not close it until the process is complete.

Provisioning results

After provisioning, the system displays a status for each user:

  • Success – The user was provisioned successfully.
  • Error – The provisioning failed due to an issue. A message will explain the problem.

Click Close to exit. Successfully provisioned users will be removed from the list.

Provisioning a single user

To provision an individual user, follow these steps:

  1. Log in to the Revenue Grid Admin Panel.

  2. Go to Administration → Provisioning.

  3. Locate the user and click the Plus icon ().

  4. Enter the following details:

    • Profile – Select the Revenue Grid Profile to assign the user to.
    • Mailbox access type – Choose how Revenue Grid should connect to the user’s mailbox. This option is available only if the Profile is set to “Any” mailbox access type. Otherwise, the preconfigured setting is used and cannot be changed.
    • License – Assign a License to the user. If a default License is set for the selected Profile, it is prefilled but can be changed.
    • Synchronization – Specify whether the Sync Engine should start immediately after provisioning. (Available only for the mailbox impersonated scenarios.)

  5. Click Provisioning to confirm.

A progress dialog appears. Please do not close it until the process is complete.

Provisioning results

After provisioning, the system displays a status for the user:

  • Success – The user was provisioned successfully.
  • Error – The provisioning failed due to an issue. A message will explain the problem.

Click Close to exit. Successfully provisioned users will be removed from the list.