What does this section cover?

What is Bulk Users Creation

CRM.COM allows creating bulk users in a batch process. The Generate Bulk Users process allows the creation of a large number of user accounts in one go and based on a pre-defined User Template. Settings such as user activation, email, password and phone extension can be specified for each user that will be generated.

Validations & Restrictions

Bulk Users Creation Attributes 

Bulk Users Creation

1. Navigate to FOUNDATION > USER MANAGEMENT > BULK USERS CREATION

   

2. MAIN INFORMATION

   1. User Template: Select from the drop down
   2. Number of Users: Specify the number of users that will be generated
   3. Password Settings: Select how the password should be set up
      1. Same as Username
      2. Manual
   4. Email Settings: Select how the email should be set up
      1. Username@domain
      2. Manual

3. USERS TO BE GENERATED
   

   1. Click CREATE

      1. The number of rows are generated is equal to the number of users specified in the previous section
      2. For each user, specify:
         1. Username
         2. First Name
         3. Last Name
   2. Click on SET EMAIL to automatically generate the email as per settings or manually specify an email 
   3. Click on SET PASSWORD to automatically generate the password as per settings or manually specify a password
   4. Click on SET ACTIVE to set the user state as active. 
   5. If the user is CTI enabled, as per the user template, then the Phone number must be also defined 
   6. Click ADD/REMOVE if you need to add or remove users respectively
4. From the Action Menu click on SUBMIT

System Processing

1. New User accounts have been created based on the user template and the settings specified