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Note: When an organization or a firm adds a new system to CAM, users need to be resynced and linked to the new system.
Each of the external systems must be configured separately. In the Settings page, check the box next to the external system, click Save to add it to the tab menu options (in the center of the page) as a clickable link.
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Note: To configure the external systems, the user must have credentials to validate the external system server configurations.
Required Permissions
Permissions | Allows User To | ||
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View External Systems | To view External System Configuration option in the Administration tab
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External System Setup Workflow
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