Package: Daxtra

Sync a New User for Daxtra Search

Daxtra auto syncs new Users from Salesforce, but sometimes human intervention is needed. Follow these steps to manually sync new Users.

The below steps are best actioned by Users with System Admin permissions.

1. Go to the Daxtra Search Tab.

2. Click on Admin.
   

3. Log in with the Admin credentials.

   • If you do not know the Admin credentials, connect with JobscienceCustomer Success.

4. Click Users.
   

5. Scroll to the bottom of the page and click Synchronize Users from RMS button.