Users Overview

Users are individuals who use the Ajera CRM application. When you implement Ajera CRM security, you must create a user record for each individual who will use Ajera CRM. Each user has a unique username.

There are several methods for creating users:

• Recommended: Use the Generate Users tab of the Users form to create multiple users and associate usernames with employee numbers or records already entered in the Employee Info Center. This is the recommended method for creating users because you can create the usernames, assign users to a role, and generate passwords all at one time.
• Use the General tab of the Users form to create new users who do not have an employee record in the Employee Info Center.
• Use the Copy option on the toolbar of the Users form to copy an existing user's record, modify the record, and save changes to create a new user. When you copy a user, the new user automatically inherits the first user's access rights and privileges, including record level security.

Ajera CRM verifies a user when the user logs in to Ajera CRM with a username and password. After the initial log in:

• The user cannot change his or her username.
• The user can change his or her password.