You will be able to access your Salsa CRM database using your web browser from any computer that has an internet connection and an internet browser.
Salsa CRM server addresses, or URLs, are in the format https://ABCD.crm.salsalabs.org, where the ABCD represents your website domain. So if your organization is the Organization for International Change, and your website is oicintl.org, your Salsa CRM URL will be https://oicintl.crm.salsalabs.org.
At first, only the admin login is defined for your organization, with a default password set up automatically and communicated to your organization by your CRM implementation specialist. Once you use that login for the first time, you can define new users as you need.
Pro Tip: Since the system tags all data entry with who entered it (based on the user logged in) and when it was entered, everyone should have a unique login for Salsa CRM.
If you are going to be away from your desk, it is a good idea to log out of Salsa CRM before you leave. If you close your browser, you will remain logged into Salsa CRM for a short period of time, so log out first.
- Click the Logout link (top right corner, near your username). The Salsa CRM Log in dialog box appears. You will need to enter your user ID and Password again in order to access Salsa CRM.
- Close your browser.
Salsa CRM's User Search screen is primarily used for generating a Task for another user, however it also functions to display a list of constituents for whom user IDs have been created. Find users easily by navigating to the Tools > Tasks > Another's Tasks menu.