Users Form

On the Users form you set up Ajera CRM users and assign initial passwords. You can also set the Windows Authentication option on this form.

Related topics:

  • Display the Users Form
    You display the Users form in Security Configuration.
  • Toolbar of Users Form
    Use the toolbar options to save or print user records.
  • General Tab of Users Form
    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.
  • Generate Users Tab of Users Form
    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.