WebSan User Update

Dynamics GP/Hosted 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 **
Request Type

Add New UserDisable Existing UserUpdate User License/AccessConfigure Permissions
Please note permissions configured by WebSan Support that are not related to license procurements is a billable request.
Company Name*
Authorized Approver*
Current support contact for your company
Email Address*
A copy of this request form will be sent to the email provided
For which product?*

Dynamics GPMicrosoft CRM
Include Multiple Users - GP

Yes
User*

NameEmail
GP Options*
User

NameEmail
GP Options
User

NameEmail
GP Options
User

NameEmail
GP Options
Include Multiple Users - CRM

Yes
User*

NameEmail
CRM Options*
User

NameEmail
CRM Options
User

NameEmail
CRM Options
User

NameEmail
CRM Options
Please list the name(s) and email address(es) of the user(s) - GP*
Please list the name(s) and email address(es) of the user(s) - GP*
Please list the name(s) and email address(es) of the user(s) - CRM*
Please list the name(s) and email address(es) of the user(s) - CRM*
Please note, all files will be deleted from a user’s shared drive when they are disabled.
Role/Screen Access (recommended)
Copy Security Role of Existing User (recommended)
Existing User ID to copy
Licensing Start Date*

MonthDayYear
Note: Named user licences are charged by calendar month and are not prorated. When making a request to add or delete users, licenses are billed for the full calendar month.

Please use the “License Start Date” field to communicate what date you would like the change to be effective.
Additional Comments
.
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
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Dynamics GP/Hosted CRM Existing Customer User Change Request Form