User's first name. For example, Susan.

User's last name. For example, Maye.

Work email address.

Each Sage CRM user must have a unique email address assigned. You cannot assign the same email address to two or more Sage CRM users.

User's logon ID.

Each user name must be unique. A user name entered with a leading or trailing space is trimmed automatically to remove these.

User's logon password. The password is encrypted in the database after the first password change. A minimum password length can be defined within the Configuration settings. For more information, see User Configuration fields.

Sets the administration rights of a user. Select from:

No Admin Rights—for a basic user with no access to Administration.

Info Manager—has the rights to edit existing reports and add new ones, and has rights to the Marketing button. Also has limited access to Administration. The choices available in the Administration context area are dependent on the Info Admin Rights defined in Info Admin Rights field. For more information, see Creating an Info Manager.

System Admin—has full access to Administration.

From Template—assigns the administration rights set in the template selected from the User Template drop-down list.

Select a predefined user template from the list of existing templates. When you select a template, all fields you specified when you created the template are applied to the current user.

The default team that's displayed when the user clicks Team CRM. It's also the only team that's displayed if no teams have been selected in the Display Teams field.

Security territory of the user. For example, USA. A user with a Home Territory of USA can access records in the USA territory, and records in subordinate territories—for example, West, East, Mid-West, South, North. If no security territories are set up, this defaults to the World Wide territory. The World Wide territory allows access to records in all territories. For more information, see Adding records to a territory.

Read-only field available when Exchange Server Integration is enabled. Only visible when the user record is in view mode. When a user's mailbox has been enabled for synchronization with Exchange, the check box is selected. For more information, see Enabling user mailboxes for synchronization.

Set to True, the user exists in the user table and is selectable from all user selection lists in the system. However, the user does not have rights to log into the system (and does not require a user license). This means that, for example, a meeting room resource can be set up as a “user” to facilitate meeting scheduling, without using up a user license.

Available when Exchange Server Integration in enabled. Set to Yes to display a new tab, Exchange Integration Logs, in My CRM. This gives the user access to their own logs, which display information on conflicts, skipped items and synchronization, specific to their Exchange mailbox.

Only available in installs with Concurrent licensing. Select from Named or Concurrent. Named should be selected for users who require permanent access. For example, System Administrators and permanent staff. Select Concurrent for shift workers, part-time staff, data entry temporary staff etc.