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

 

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

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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