Local Users

Local users can be used to access GRAX when:

• the connection to Salesforce becomes broken

• Salesforce is not available

• GRAX is running in "disconnected" mode

• users need access to GRAX data, but do not have Salesforce users

Creating a Local User

Local users can be managed via the "User Management" panel on the application's "Settings" page. The list can be filtered to exclude users that are disabled for readability. The "New User" button shows the form for creating a new user.

Each user can be granted the same roles that Salesforce-based users and API tokens use. Each user can also be configured to automatically expire on a specific date, after which time they will no longer be allowed to log in to the application.

Once a user is created, click "Reset Password" on their edit form. They will receive an email allowing them to generate credentials for their new user.

Disabling a Local User

Local users can be disabled to prevent further logins from that user. To deactivate the user, uncheck the "Is Active" checkbox in the user's edit form.

Logging in as a Local User

To use a local user's credentials to access a GRAX application, choose "Log in with Credentials" on the login page and enter your credentials. For local users, the username is the related email address.

Limitations

Because local users are not backed by a related Salesforce user, some features may be unavailable or behave differently for them. This includes, in part, Field Level Security checks and dynamic record page layouts.

There are currently no limits on the number of local users that can be created. This is subject to change without notice.