Configuration
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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.
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:
Navigate to Maplytics App → Settings → License Registration
Click on Configure
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.
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