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"User to Resource link has been not set correctly" error in CRM


PURPOSE

Within any of the modules within the CRM Service Suite of products you are receiving the following error when attempting certain operations:
"User Resource Link hast not been setup correctly.   Please contact your System Administrator."
This error is to be expected for users not fully configured to "use" the software (especially if you are logged in under a user that typically doesn't use the software, but mainly administers it)

In effect, Resources are what perform actions in the Service Module -- build Repair Orders, create Service Requests, Update Contact Information, etc.

Being logged in as a User (for example JDOE) does not mean your user is a Resource (Doe, John) capable of using CRM. For each user that needs to be done and is likely something you have done for the bulk of your users as part of a business process, but maybe just not for this one you are testing when this error results.

TROUBLESHOOTING STEPS

To remedy for this user: 


I. Find the Name of the resource.

1. Log on as System Administrator Responsibility
2. Navigate to Security > User > Define
3. Query the user id that receives the error
4. Note the Resource name and category (Employee, party).


II. Establish the User- Resource link

1. Log on as Customer Support Responsibility
2. Select Resources > Maintain resources
3. Open the Resource Form
4. Find the Resource using the name and category (found in step 4 above)
5. Navigate to Resource Details
6. Locate the field called User Name. If there are no values in that field
click the LOV, select the user name and save the record. If there is
a user name, clear the field and save the record. Then click the LOV
again and select the correct user name.
7. Log out of t

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