2011 Administrator’s Guide Copyright

Add Users

More information: Manage a User's Record (on page 16)

Can I do this task?

This task requires the System Administrator security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

The number of users you can add is limited by the number of licenses purchased by your organization with the subscription. Each user must have a unique Windows Live ID.

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Users.
   
2. 
   On the Actions toolbar, point to New, and then click Multiple Users. The Add Users wizard opens.
   
3. 
   If you work with more than one business unit, in the Select Business Unit dialog box, select the business unit you want to work with, and then click Next.
   
4. 
   On the Select Security Roles page, select one or more security roles, and then click Next.
   
5. 
   On the Select Users page, enter the user information, and then click Add. Repeat this step for all users you want to add, and then click Next. Each user must have a unique Windows Live ID.
   
6. 
   If, on the Select Security Roles page, you selected security roles for the new users, you can send an invitation to use the application now or send invitations later. More information: Invite Someone to Use Microsoft Dynamics CRM Online
   
7. 
   If you need to add more users, for example with a different set of security roles, click Add More Users. The wizard will start over.
   
8. 
   After adding all your users, click Close.
   

• 
  To edit a specific user record, close the wizard, and then open the user record from the list.
  
• 
  When you reach the number of licenses you have purchased with your subscription for Microsoft Dynamics CRM Online, the Next button is no longer available in the Add Users wizard.
  
• 
  To add additional users, you must either disable any user records that you no longer need, or purchase additional licenses for your subscription.
  

Related Topics Manage a User's Record 16 Work with salespeople 39 Work with Teams 14 Managing Users 16

Enable or disable a user record

This task requires the System Administrator security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

You can disable a user's record to prevent the user from being able to access Microsoft Dynamics CRM. If you enable a disabled user record, you must send a new invitation for the user to access the system.

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Users.
   
2. 
   Do one of the following:
   

• 
  Enable a user's record
  

1. 
   Click Disabled Users in the view drop-down list.
   
2. 
   In the list of users, select the user records that you want to enable.
   
3. 
   On the Record Management tab, click Enable.
   
4. 
   In the confirmation message, click OK.
   

• 
  Disable a user record
  

1. 
   Click Enabled Users in the view drop-down list.
   
2. 
   In the list of users, select the user records that you want to disable.
   
3. 
   On the Record Management tab, click Disable.
   
4. 
   In the confirmation message, click OK.
   

• 
  If you select a user record that is already enabled and follow the steps to enable it, the user record remains enabled.
  
• 
  If you disable a user record and that user is the owner of a workflow rule or active system job, those system jobs may fail.
  

Related Topics Manage a User's Record 16 Work with salespeople 39 Work with Teams 14 Managing Users 16

Reassign user records individually or in bulk

This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Users.
   
2. 
   In the list of users, select the user records that you want to change.
   
3. 
   To reassign the selected user records to a different business unit, on the Users tab, in the Actions group, click Change Business Unit.
   

8. 
   In the Business Unit field, click the Lookup button , select a business unit, and then click OK.
   
9. 
   In the Change Business Unit dialog box, click OK.
   

4. 
   To reassign the selected user records to a different manager, on the Users tab, in the Actions group, click Change Manager.
   

10. 
    In the Manager field, click the Lookup button , select a manager, and then click OK.
    
11. 
    In the Change Manager dialog box, click OK.