Configuration

To configure Dashboards, Entity maps, Shape files, etc., for use in Maplytics, click on the Configure button.

These records will be based on the modules installed in CRM (Sales, Customer Service, and Field Service & Census data). The user can choose the records they want to configure. By default, all the records will be checked.

Create Personalized Records: For existing customers, if the User Configuration Detail records are not there, the user can select this option and click on ‘Proceed’ to create the User Configuration Detail records for all users who are there of the Maplytics team.

• If the Entity Maps are not created for any entity, they will be created while reconfiguration.

• If the Entity Map is already created for any entity, changes made to the Entity Map by the user will remain intact.

• Modules that are not installed in the organization will get listed in the Maplytics Configuration window, but they will be deactivated. The user cannot select the Entity Maps /Dashboards for that module.

• By default, the Census data records are not checked for configuration. If the user wants to configure the Census data, please select the check boxes for Census data before clicking on ‘Proceed’. While reconfiguring, the existing Census data territories, geographies, and categories set within will be deleted.

When you enable the Territory Management or Auto-Scheduling add-on, you need to configure it to create the respective security team—Maplytics - Territory Management or Maplytics - Auto-Scheduling—and add users to these teams to grant access.

To create the Maplytics - Territory Management or Maplytics - Auto-Scheduling team, follow the steps below:

1. Navigate to Maplytics App → Settings → License Registration

2. Click on Configure

3. Click Proceed (refer to the screenshot below for guidance)

Clicking Proceed will create the Maplytics - Territory Management or Maplytics - Auto-Scheduling team, depending on the add-on selected. Once created, open the relevant team and add the users who require access to Territory Management or Auto-Scheduling.

For any queries, reach out to us at [email protected]