Create Multiple New Users from Employee Records

If employees have employee records in the Employee Info Center, you can use those records as the basis for Ajera CRM user records, for security purposes. This process generates Ajera CRM usernames for the employees. You cannot exceed the number of users that your company is licensed to set up.

To create multiple new users, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > Security > Users.
2. On the Users form, click the Generate Users tab, which lists all employee records from the Employee Info Center that do not yet have a corresponding user record.
3. Select employees.
   • To select multiple users in any order, press CTRL and select users.
   • To select multiple users in sequential order, press SHIFT and select users.
   • To select all employees listed, click the Select All button.
4. Complete the fields on the tab.
5. Click Generate to generate the new users and their usernames.
6. Click Save.