WebSan User Update

Dynamics GP/CRM Existing Customer User Change Request Form

**This form is for existing WebSan customers only. If you wish to become a client, please contact info@websan.com. Please note this request is not final until you receive confirmation from accounting@websan.com **
Company Name *
Name of Authorized Approver *
Current support contact for your company
Approved Submitter Email *
A copy of this request form will be sent to the email provided
Do You Wish to: *
Need to add another user?

I have multiple users to update/add
Name of User *

First Name Last Name
User Email *
Additional User Name

First Name Last Name
Additional User Email
Additional User Name

First Name Last Name
Additional User Email
Effective Date *

Month Day Year
Please select all that apply:
Dynamics GP

Add GP Full (default) Add GP light (read-only) Access to SRS Reporting Access to SmartConnect Create Email Mailbox (To email specific documents from GP) Disable Existing User
Please note, all files will be deleted from a user’s shared drive when they are disabled.
Management Reporter (GP Use Only)

Viewer (default) Designer Disable MR Access
Microsoft CRM

Add Professional Add Essential Disable Existing User
Role/Screen Access *
Copy Credentials of Existing User (if applicable)
Existing User ID to copy
Additional Notes
.
If you are adding and deleting a user, or changing a user's license type to a hosted environment wherein you are invoiced for named users, you will be invoiced for both users in the month of the update. If you would like this update to occur at the next month end, please select the check box provided.
After you complete the form please click "submit" below and WebSan Support will contact you if any further information is needed. Thank you for choosing WebSan!

**Taxes and fees may apply**
*
Signature *

Clear
Should be Empty:

Dynamics GP/CRM Existing Customer User Change Request Form