The Web Administration tool set is scheduled for v7.5.3 on-premise release this summer. Great! But…what exactly is it? When we refer to “administration tools” for Sage SalesLogix LAN, it usually means one of two things:

Features accessible from within the SalesLogix Client interface; a user must have appropriate permissions (function security) to see these features: (Click image to enlarge)
Features only accessible from within the LAN Administrator interface; a user must be logged on as “admin” to see these features: (Click image to enlarge)

Now, when we talk about “administration tools” for Sage SalesLogix Web, we actually combine both of these definitions! First, users with appropriate admin permissions can access the Web Administrator from the same point of entry that they use to access other end user features in the SalesLogix Web Client. Second, in addition to providing common list management functions (competitors, lead sources, products, pick lists, literature items, packages), the Web Administration tool set also includes functions that were previously only available to the designated admin user (users, departments, teams, roles*).

*New functions available only for Sage SalesLogix Web. Roles allow/restrict user access to certain Web Client or Web Administration features using secured actions—similar to “Function Security” for LAN Client users.

Everyone here is looking forward to this release making for very cool summer in Scottsdale!

The Sage SalesLogix Network Client is a powerful tool because your company can add its own customizations to better support your unique business rules and processes.

With a Sage SalesLogix Client implementation at your office, there’s always a companion installation of the SalesLogix Administrator application. This Administrator application runs as its own program, and it controls the interface—and even the data—that you see when you log on to the SalesLogix Client.

As you might expect, the actual person responsible for managing this SalesLogix Administrator application is referred to as your SalesLogix administrator. (Creative name, right?) The administrator’s most common tasks are setting up licenses, creating users and teams, and installing customization bundles/service packs. (Heavy-duty customizations, by the way, are created in a separate application called the SalesLogix Architect.)

As you work through the End User curriculum or consult the SalesLogix Help Files, you may see lots of references to your administrator. With so many options for configuration, it’s easy to get lost in the footnotes. This document provides a list of specific features controlled by your administrator that you might find useful in a discussion with your administrator during the early phases of your SalesLogix implementation.

Note:
As a user, you can configure some of your own options without having to rely on your Administrator; in fact, some settings are available in both the Client and Administrator applications. In the following table, if you see a * denoted next to an option, it indicates a setting that is available to both users and administrators. To find those settings in the Client, click Tools > Options and Tools > Client Options.

Download the Administrative Considerations Check List.