FAQs in this section
How does Magento integrate with Vtiger CRM?
What is the Shopping Cart extension in Vtiger CRM?
What data can I sync between Vtiger CRM and Magento?
In which edition of Vtiger is the Magento integration available?
What are the benefits of Magento Integration?
How do I integrate Magento with Vtiger CRM?
How do I install the Shopping Cart extension?
How do I install the Vtiger patch in Magento?
How do I know if the Magento integration is working?
What is field mapping in the Vtiger CRM and Magento integration?
How do I configure Magento 2 in Vtiger CRM?

How do I configure users and user roles in Magento?

Once the application is set, you need to configure a soap user in Magento. Keep the details handy to connect Vtiger. 
The process of creating a new soap user consists of the following:
  • Step 1: Adding a new user
  • Step 2: Adding a New Role
  • Step 3: Assigning the role to the created user 
Step 1: Adding a new user
  1. Log in to Magento Admin.
  2. Go to System > Web Services > Soap/XML – RPC – Users.
  3. Click Add New User.
  4. Enter the details.
  5. Click Save User
Note: The Username and API key will be used to get connected with Vtiger CRM.

Step 2: Adding a New Role
  1. Log in to Magento Admin.
  2. Go to System > Web Services > Soap / XML – RPC – Roles.
  3. Click Add New Role.
  4. Enter the details.
  5. Select the Role Info tab.
  6. Enter Role Name.
  7. Select Role Resources under the Role Resources block.
  8. Set Resource Access to All from the dropdown. 
  9. Click Save Role.
Step 3: Assign the role to the created user 
  1. Go to System > Web Services > Soap / XML – RPC – Roles.
  2. Select the Role you have created.
  3. Select the Role Users tab. 
  4. Select No from the drop-down under Role Users.
  5. Click Search to search for the User you have created. 
  6. Assign the role to the user by enabling the check box on the right.
  7. Click Save Role
Note: Magento(2.x) doesn’t need a configuration in the Magento application.
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