In This Article:

    User Access to Salsa CRM

    In This Article:

      Please see the Salsa Scholars User Access training course on how to log in.

      Logging In

      You will be able to login to 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 Salsa implementation specialist. Once you use that login for the first time, you can define new users as you need.

      NOTE: If you see a "Forbidden" message show in your browser when you attempt to log in to Salsa CRM, edit your URL to read https://<sitename>.crm.salsalabs.org/ui/auth/login and try again.

      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.

      Logging Out

      If you are going to be away from your desk, it is a good idea to logout 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.

      1. 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.
      2. Close your browser.

      User Search

      Salsa CRM's User Search screen is primarily used for generating a Task for another user, however it also displays a list of constituents for whom user IDs have been created. Find users easily by navigating to the Tools > Tasks > Another's Tasks menu.
      User_Search.png

      Configure Your Web Browser to Allow Pop-up Windows

      Most web browsers include a feature to block pop-up windows. This may eliminate unwanted or bothersome pop-up windows. However, the feature can interfere with Salsa CRM functionality, such as deleting a batch, which opens in a new browser tab.

      Chrome, Safari, and Firefox comprise over 86% of browser usage worldwide. We provide instructions on how to allow pop-ups for only those "top-3" desktop browsers.

      Follow the instructions below to configure your web browser to allow pop-up windows for your Salsa CRM instance.

      Note: If you have installed third party applications to block pop-ups (examples include the Google, MSN, and Yahoo! toolbars), be sure to consult the vendor documentation to allow pop-up windows for desired websites.

      Chrome (Windows/macOS)

      1. Open Chrome, and then go to your Salsa CRM instance, such as https://<sitename>.crm.salsalabs.org.
      2. In Chrome's URL window, highlight the entire web address of the current page, and then choose the Copy command from the Edit menu or right-click and choose the Copy command.
      3. Click the icon with three dots in the upper right side of the browser toolbar.
      4. Click Settings.
      5. Scroll to the bottom of the Settings section, and click Show advanced settings....
      6. In the Privacy section, click Content settings…. The Content settings window appears.
      7. Scroll to the Pop-ups section, and then ensure the Do not allow any site to show pop-ups radio button is selected.
      8. Click Manage exceptions....
      9. In the Hostname pattern field, choose the Paste command from the Edit menu or right-click and choose the Paste command, and ensure the Behavior dropdown menu is set to Allow. Chrome automatically adds all sub-pages of https://<sitename>.crm.salsalabs.org to its Allowed sites.
      10. Click Done.
      11. Close any remaining dialog boxes.

      Firefox (Windows/macOS)

      1. Open Firefox, then go to your Salsa CRM instance, such as https://<sitename>.crm.salsalabs.org.
      2. In Firefox's URL window, highlight the entire web address of the current page, then choose the Copy command from the Edit menu or right-click and choose the Copy command.
      3. Click the icon with three horizontal bars in the upper right side of the browser toolbar.
      4. Select Options (Windows) or Preferences (macOS).
      5. In the left sidebar, click on the Content icon to display the Content section.
      6. In the Pop-ups section, ensure the Block pop-up windows checkbox is selected, then click the adjacent Exceptions... button.
      7. In the Address of web site: field, choose the Paste command from the Edit menu or right-click and choose the Paste command, and then click Allow. Firefox will automatically add all pages from https://<sitename>.crm.salsalabs.org site to its Allowed sites.
      8. Click Save Changes.
      9. Close any remaining dialog boxes.

      Safari (macOS)

      Safari for macOS pop-up windows are either blocked or they are not. To allow pop-ups...

      1. From the Safari menu, choose Preferences... and click the Security tab.
      2. Ensure the Block pop-up windows option is not checked. Unchecking this option will allow pop-ups.
      3. To block pop-ups again, check the Block pop-up windows checkbox.

        Note: If you are concerned about allowing pop-ups globally for all websites that you browse, consider using another web browser that allows website exceptions such as Chrome or Firefox.
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