Import Users fields

Field or Option	Description
Last Name	Contains search on the user's last name.
Email	Contains search on the email address.
Remove Existing CRM Users From The List	Selected by default. Remove selection if you want to view and select users already in Sage CRM.
User List	List of users from the data source chosen in step 1. This list can be modified by using the Filter fields, the Select / Deselect buttons, and the check boxes next to individual users. The Select/Deselect buttons apply to the current filter. Please also note that the filtering in Step 2 applies to the data source selected in Step 1 (it is not re-querying Active Directory each time).
Licensing	Shows the number of seats available and number of users selected. In a Named User install, an error message is displayed if the number of licenses is exceeded. "Seats available" refers to the number of licenses minus the number of current active (does not include resources) users. If concurrent licensing is being used, this panel gives you the option to import users as either named or concurrent licenses. It will show the remaining seats available (total licenses minus named users). The total number of users currently selected to import includes the number of existing Sage CRM users in the system who are also in Active Directory. To clear this number down to zero: Deselect Remove Existing CRM Users From The List. Click Find (so that all users are displayed in the list). Click Deselect All.
Generate Random Password	Random passwords are generated which follow the rules set in <My Profile> \| Administration \| Users \| Security \| Password Policies. Please see Configuring password policies for more information. This setting is not available if IIS Auto Login is enabled (from My Profile> \| Administration \| Users \| User Configuration).
Include Generated Password In Welcome Email	Password will be included in the welcome email. If this is not selected, the System Administrator must notify users separately of their password. If the Generate Random Password option has been selected but the welcome email option is not selected, the System Administrator must reset the password in Sage CRM and notify users separately. This setting is not available if IIS Auto Login is enabled (from <My Profile> \| Administration \| Users \| User Configuration).
Use The Same Password For All Users	Sets the same password for all users in the import.
Password	Enter a common password for all users in the import. The password must conform to the rules set in <My Profile> \| Administration \| Users \| Security \| Password Policies.
Overwrite Existing User Details	Data in the mapped fields is overwritten. Please see Active Directory mapping for a list of the mapped fields. All other Sage CRM properties, including the password, remain unchanged.
Select User Template	Select a user template. New templates can be added in <My Profile> \| Administration \| Users \| User Templates. Please see User templates for more information.
Resource	Read-only. All users are imported with the Resource field set to False.
Send Welcome Email To New Users	Select to send a welcome email to users. A mail server must be available and configured in <My Profile> \| Administration \| Email And Documents \| Email Configuration. Please see Email/SMS settings for more information. If you are using Email Manager, the welcome email does not get filed by the mail manager filing service.
Select Email Template	A standard template for the welcome email is supplied. This includes "tokens" for the Sage CRM user name logon ID, password, and a link to access the system. The tokens are specially formatted so that they cannot be reused anywhere else in the system (for example, document templates). The tokens are: %CRMUserName% - The user display name from Step 2 of the wizard, for example, Maye, Susan. %CRMLogin% - The Sage CRM user name logon ID, for example, mayes. %CRMPassword% - The Sage CRM password. Displays "Password not available" if Include Generated Password In Welcome Email is deselected in Step 3, or if you have selected Use The Same Password For All Users. %CRMLink% - The URL to access Sage CRM. The template can be modified in <My Profile> \| Administration \| Email And Documents\| Email Templates. Please see Setting up email templates for more information.

Last Name

Contains search on the user's last name.

Email

Contains search on the email address.

Remove Existing CRM Users From The List

Selected by default. Remove selection if you want to view and select users already in Sage CRM.

User List

List of users from the data source chosen in step 1. This list can be modified by using the Filter fields, the Select / Deselect buttons, and the check boxes next to individual users. The Select/Deselect buttons apply to the current filter. Please also note that the filtering in Step 2 applies to the data source selected in Step 1 (it is not re-querying Active Directory each time).

Licensing

Shows the number of seats available and number of users selected. In a Named User install, an error message is displayed if the number of licenses is exceeded. "Seats available" refers to the number of licenses minus the number of current active (does not include resources) users. If concurrent licensing is being used, this panel gives you the option to import users as either named or concurrent licenses. It will show the remaining seats available (total licenses minus named users).

The total number of users currently selected to import includes the number of existing Sage CRM users in the system who are also in Active Directory. To clear this number down to zero:

Deselect Remove Existing CRM Users From The List.
Click Find (so that all users are displayed in the list).
Click Deselect All.

Generate Random Password

Random passwords are generated which follow the rules set in <My Profile> | Administration | Users | Security | Password Policies. Please see Configuring password policies for more information.

This setting is not available if IIS Auto Login is enabled (from My Profile> | Administration | Users | User Configuration).

Include Generated Password In Welcome Email

Password will be included in the welcome email. If this is not selected, the System Administrator must notify users separately of their password. If the Generate Random Password option has been selected but the welcome email option is not selected, the System Administrator must reset the password in Sage CRM and notify users separately.

This setting is not available if IIS Auto Login is enabled (from <My Profile> | Administration | Users | User Configuration).

Use The Same Password For All Users

Sets the same password for all users in the import.

Password

Enter a common password for all users in the import. The password must conform to the rules set in <My Profile> | Administration | Users | Security | Password Policies.

Overwrite Existing User Details

Data in the mapped fields is overwritten. Please see Active Directory mapping for a list of the mapped fields. All other Sage CRM properties, including the password, remain unchanged.

Select User Template

Select a user template. New templates can be added in <My Profile> | Administration | Users | User Templates. Please see User templates for more information.

Resource

Read-only. All users are imported with the Resource field set to False.

Send Welcome Email To New Users

Select to send a welcome email to users. A mail server must be available and configured in <My Profile> | Administration | Email And Documents | Email Configuration. Please see Email/SMS settings for more information.

If you are using Email Manager, the welcome email does not get filed by the mail manager filing service.

Select Email Template

A standard template for the welcome email is supplied. This includes "tokens" for the Sage CRM user name logon ID, password, and a link to access the system. The tokens are specially formatted so that they cannot be reused anywhere else in the system (for example, document templates). The tokens are:

%CRMUserName% - The user display name from Step 2 of the wizard, for example, Maye, Susan.

%CRMLogin% - The Sage CRM user name logon ID, for example, mayes.

%CRMPassword% - The Sage CRM password. Displays "Password not available" if Include Generated Password In Welcome Email is deselected in Step 3, or if you have selected Use The Same Password For All Users.

%CRMLink% - The URL to access Sage CRM.

The template can be modified in <My Profile> | Administration | Email And Documents| Email Templates. Please see Setting up email templates for more information.