How do I create a new SuperOffice user from Active Directory user?

To create or, in other words, import a user from an Active Directory (AD) to SuperOffice CRM, please follow the steps below:

1. Log in to Settings and maintenance.
2. Click on Users (1) and select the Associates (2) tab. Click on the +Add (3) button, select the company (4) if more than one company works on the same database. Then click on the  (5) icon and select Active Directory (Windows) is responsible for user name and password.
   
   
    
3. Then Click here to select AD user.
   
   
    
4. Click on Find (1) and the list of Potential users will show up, select the user/users you want to add and click OK.
   
   
    
5. Fill in the rest of the fields that are not populated automatically. If you need help you can check this FAQ.

 

 

More information

FAQ: What do I do when I cannot see our Active Directory (AD) users for import in SuperOffice CRM?

Docs: Active Directory authentication