4.9. Control Panel > Users
The Users area of the Control Panel is likely the one most visited by Admins. This is where you will be able to activate Salesforce Uses for MME. The list presented comes from Salesforce. Initially, it will only show Users with full SFDC licenses. If an Admin has selected Additional User Types, the list will contain the names of those Users with other types of licenses.
Activation of Users is described in detail in the app setup guides found on the Self-Setup page under Step 3. Choose the correct guide and use the Table of Contents to find the section that references activating users. For those that use Microsoft 365 or Google Workspace and a company-level email service connection, the guides are clear on how to use either the bulk activation option or activate one-by-one.
Clicking on a User’s name (not the toggle) will access a menu for that User.
User > Personal Profile
Personal Profile allows an Admin to modify a few settings for when this User signs into MME. The default view of the Activity Dashboard is to show 20 messages per page for the full email retention period (All Period which is 45 days maximum) with a status of All, Excluding Ignore. While there is always the option to change the filters in the Activity Dashboard to see messages and events meeting different criteria, this might require the user to change the filters every time they land here which can be annoyingly repetitive. In some cases, it may be desired to allow a User, by default, to see perhaps 50 messages on page that have just No Match status for the past week in order to make sure they haven’t forgotten to add a Lead or Contact.
User > Permissions
Users that are System Administrators in Salesforce are automatically Administrative Users in MME. By default, they have the boxes checked to receive alert messages for themselves and for other Users that are active. Alert messages are emailed out to Users to indicate a break in connectivity either to Salesforce or to the email hosting. Some organizations may have many Salesforce System Admins but may not wish all of them to receive alert messaging. In Permissions, it is possible to uncheck the boxes for receiving alerts, though it is not possible to remove the administrative permission from a User that is a Salesforce Admin. If you uncheck the Administrative Permissions box, the system will reset it based on information coming from Salesforce.
Conversely, however, if an End User in Salesforce such as an Executive Assistant needs to have administrative rights in MME in order to help manage the account, checking the box for Administrator would give those permissions. Because this feature is embedded in each User’s permissions, this has also been made available in a Alert Settings menu label described in ###.
User > Salesforce Settings
In most cases, the company-level Salesforce Settings established for matching and upload rules govern the behavior of all Users. However, it is possible to adjust these rules for specific Users. In this individual User >Salesforce Settings area, you can click the Override Domain Rules box at the top. This then allows you to override the company-level strategy and allow this User to behave differently. It may be that there is an employee that only needs to match Leads and does not need to upload attachments. That can be accomplished by checking the boxes in this example for Leads and unchecking Upload Attachments.
It is worth noting that troubleshooting matching can sometimes be tricky when individual Users each have a customized matching and upload rule plan. When possible, it is advised to not override domain rules and have all Users match email in the same manner.
User > Imports
Clicking Imports will reveal another panel to the right with a list of imports that have been created for this User. An icon to the left will indicate if it is an email import or calendar import and the email address from which the data is coming will be indicated. Imports with blue toggles are active imports and those that are grey are inactive or disabled. Clicking the toggle switch for any import that is blue will prompt an option to disable an import.
Disabling means the import is still in the system but is not active. Clicking the toggle and confirming disablement will do this. The use case would be if you wanted to temporarily stop importing but at a future date want to resume it and have the system remember folder selection and potentially what has already been imported (within limits).
Clicking the label of any import will reveal a further panel on the right with details of that import. To edit import details, click the pen tool at the top. This would allow for changes to import folder selection. Clicking the trash can at the top of the import details panel will delete the import from the system. Deleting means to completely remove evidence of the import from the system. This is the more appropriate choice when a User is no longer with the company or no longer needs to use MME. This can be the better choice is a User leaves. If an email account is deactivated or an email password changed but the import in MME is only disabled, alerts will continue to be sent of a break in connection. By deleting an import, it removes all memory of the import from the system.
At the top of the panel is a + sign allowing the option to add further imports. It is possible to add multiple imports for a User. These can be from multiple accounts for which the User is responsible. These can also be imports that use different email services such as one from Microsoft 365 and one from an onsite exchange system. You can also piggyback imports for other Users that do not have SFDC licenses here. It is important to only do so when there is no concern for the main User being able to see all emails to and from a piggybacked import. If this is a concern, please contact our support staff for guidance.
