Use the General tab to create a username for an employee, specify a password, assign the user to a security role, and set up default report settings for the user. You cannot exceed the number of users that you are licensed to set up.
Contents-Detail View
Use the Detail View of this tab to add or modify individual
Ajera CRM user records. Switch to List View if you need to enable or disable multiple users.
| Field | Description |
|---|
| Username
|
Enter a username in this field. You can use a combination of uppercase characters, blank spaces, and periods. Alternatively, you can use one of the predefined formats from the
Name Type field on the Generate Users tab.
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.
If your firm uses Windows Integrated Security, review the following guidelines:
- The
Username field is disabled and your Windows username automatically displays in this field.
- Embedded spaces (for example, Firstname_Lastname) are helpful in usernames because usernames are required to match the Windows usernames. Windows usernames often include embedded spaces.
|
| Password
|
Enter the password, and document and save it in another location.
For security purposes, after you enter and save a password
Ajera CRM converts it to an encrypted password that is stored in the database. This means that the password that you enter is not a string of characters that displays in the
Password field; the characters represent the encrypted password, which you cannot convert back to the original password.
If you leave a user's password blank, the user must leave the
Password field blank on the
Ajera CRM Login dialog box. However, you can change the user's record to include a password at any time.
Ajera CRM disables this field if you select the
Windows Authentication option for the user.
Password policies assigned on the Password Policies form do not apply to this field.
|
| Windows Authentication
|
Select this check box to set up the user for Windows Integrated Security. When you select this option, the user does not have to log in to
Ajera CRM in order to use it, as long as the user logs into Windows with the proper network credentials.
The login page detects the Windows username and domain, and attempts to log in to
Ajera CRM with that username. If the username exists as a valid
Ajera CRM user with a valid role, the user can proceed and the login page does not display.
If the user is not logged in to the network,
Ajera CRM prompts the user for a network identification and password.
If you use the
Ajera CRM cloud offering, Deltek
Ajera CRM in the Cloud, or on-premise
Ajera CRM, this check box applies if you set up single sign-on using Microsoft Azure Active Directory.
|
| Domain
|
Use the drop-down list to select the user's domain server name, which is necessary for Windows Integrated Security. The drop-down list includes the available domain servers and is enabled when you select the
Windows Authentication option.
If you use the
Ajera CRM cloud offering, Deltek
Ajera CRM in the Cloud, or on-premise
Ajera CRM, this field applies if you set up single sign-on using Microsoft Azure Active Directory.
|
| Disable Login
|
Select this option to revoke the user's ability to use
Ajera CRM. If this option is cleared, the user is automatically enabled to use
Ajera CRM.
|
| Force User to Reset Password at Next Login
|
Select this option to force the user to reset his or her password the next time the user logs in. When this option is selected, the following occurs:
- The Welcome screen displays with an active Change Password dialog box.
- The
Cancel and
Exit buttons on the dialog box are disabled.
The user must complete the fields on the Change Password dialog box and click
OK. The password is reset and the
Force User to Reset Password at Next Login option is cleared.
|
| Role
|
Use this drop-down list to select the role for the user. 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.
|
| Employee
|
Enter the employee's name or click
Search to display the Employee lookup and select an employee record.
Ajera CRM automatically creates a relationship between the selected employee record and the username that you specify in the
Username field.
|
| Support Username
|
Enter the username that you use for Deltek's Customer Care site. The field accepts user names up to fifty characters long.
|
| Support Password
|
Enter the password that you use for Deltek's Customer Care site. The field accepts passwords up to fifty characters long. The password entered on this field is encrypted for added security.
|
Default Report Settings
The options in this section determine how the user's reports display and print.
| Field | Description |
|---|
| Page Size
|
From the drop-down list, select the default page size for reports. The page size that you select in this field determines the
Page Width and
Page Height values. When you select
Custom, you can enter the width and height of your choice. Users can modify the page size in Reporting.
|
| Unit of Measure
|
From the drop-down list, select
Inches or
Millimeters as the unit of measure to use with the report measurements fields on this tab. Users can modify the unit of measure in Reporting.
|
| Page Width, Page Height
|
Your setting for the
Page Size option determines the width and height settings. The measurements display in either inches or millimeters, based on your selection in the
Unit of Measure field.
If you select
Custom in the
Page Size field, these fields are enabled so you can enter a width and height of your choice.
|
| Top Margin
|
Enter the top margin for a report page.
|
| Bottom Margin
|
Enter the bottom margin for a report page.
|
| Left Margin
|
Enter the left margin for a report page.
|
| Right Margin
|
Enter the right margin for a report page.
|
| Printer
|
Select the default printer from which to print reports. The options available in this list depend on the report printers defined on the Report Server Printers tab.
|
| Font
|
Select the default font for reports.
|
| Country
|
Select the country to populate the user's
Default Country in User Options. This drop-down list displays all values from the Country Code Table in General Configuration.
|
Contents-List View
Click the
List View option on the toolbar of the Users form to display the Users grid. The columns on the grid have the same function as above but you can use the grid options to enable or disable multiple user records at one time.
| Field | Description |
|---|
| Users Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Enable All
|
Click this option to enable all users on this grid.
|
| Disable All
|
Click this option to disable all users on this grid.
|
 Insert
|
Click this option to insert a user on this grid.
|
 Copy
|
Highlight a user and click this option to copy the user's information and create a new record with a unique username.
|
 Delete
|
Highlight a user and click this option to delete the user from the grid.
|
| User
|
This column lists usernames.
|
