2-3.Configuration of user for integration
1.Open the Setup screen
Click the gear icon in the upper right corner.
2.Open user list screen
From the menu on the left of the screen, click "Administrations" > "Users" > "Users" to open the screen.
3.Click the "New User" icon to open the user registration screen
4.Enter the required fields in the user registration screen according to the table below. After entering configuration value, click the "Save" button to save it
| Item | Configuration value |
---|---|---|
1 | Last Name | Any String (e.g. Your own last name) |
2 | First Name | Any String (e.g. Your own first name) |
3 | Alias | Any String (e.g Your own name) |
4 | Email address for the integration account. You will need to prepare a new one. | |
5 | Username | Same as the email above. |
6 | Nickname | Any String (e.g. Jira) |
7 | Role | Any. (e.g. None Specified) |
8 | User License | Salesforce Platform |
9 | Profile | Profiles created in the 2-2. Configuration of profiles for integration. |
5.Open the Setup screen
Click the gear icon in the upper right corner.
6.Open Installed Packages list screen
From the menu on the left of the screen, click "Apps" > "Packaging" > "Installed Packages" to open the screen.
7.Click on the Manage Licenses button in the row where TeamSpirit is described
8.Click "Add Users" Button
9.Check the box in the row where the user for integration created in 2-2, "Configuration of profile for integration" is described
Configuration of users for integration is completed.
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