Importing users

User Requirement: System Administrator

You can add users stored in Microsoft Active Directory to Sage CRM in a batch process using the Import Users wizard.

1. Click <My Profile> | Administration | Users | Import Users.
2. Complete the Active Directory Parameters fields and click Connect. When you've successfully connected to the Lightweight Directory Access Protocol (LDAP) server, the Active Directory List is populated.
3. Select the node containing users from the Active Directory List and click Expand Selected Node. Drill down to select a single or organizational group of users.
4. Click Continue.
5. Select the users to import by filtering or changing the selections in the list of users and click Continue.
6. Complete the Import Users fields and click Continue.
7. Click View Log File to open or save the log. You can also access the log file from <My Profile> | Administration | System | System Logs, and from
   %ProgramFiles(x86)%\Sage\CRM\<InstallName>\Logs.
8. Click Continue.