Create a New User from an Employee Record

If an employee has an employee record in the Employee Info Center, you can use that employee record as the basis for a Ajera CRM user record, for security purposes. This process generates a Ajera CRM username for the employee. You cannot exceed the number of users that you are licensed to set up.

To create a user from an employee record, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > Security > Users.
2. On the Users form, click the General tab.
3. Click New > Select User to Copy.
4. On the Users lookup, select a user record and click Select.
5. Modify the fields on the General tab.
6. Click Save.