Use the Generate Users tab to create
Ajera CRM users from employee records in the Employee Info Center. This is helpful when you need to create many users at one time. You cannot exceed the number of users that you are licensed to set up.
Contents
Employees that have not been assigned a username
| Field | Description |
|---|
| Employee
|
This column lists the employee identifiers for any employees who have records in the Employee Info Center but who do not yet have
Ajera CRM usernames.
|
| Name
|
This column lists the employee's name, as specified on the employee's record in the Employee Info Center.
|
Generation Defaults
| Field | Description |
|---|
| Role
|
Use this drop-down list to select the role for the user or group of users. The role defines the user's access rights to
Ajera CRM. Each user must have one assigned role. You create and maintain roles on the Roles form.
|
| Name Type
|
Use this drop-down list to select the format for the usernames that will be generated. For example, the format
Last Name, First Initial, Middle Initial displays the username Richard M. Freeman as
FREEMANRM.
Ajera CRM defaults to all capital letters.
|
| Password
|
Use this drop-down list to select the format for the user passwords that will be generated.
|
| Printer
|
Use this drop-down list to select the default printer for the user.
|
| Active Employees Only
|
Select this option to display active employees only on this tab. These are employees designated with a status of
Active on the General tab of the Employee Info Center.
|
| Select All
|
Click this button to select all of the employee records to generate as users.
|
| Generate
|
Click this button to generate the new user and user name.
|
