Configure Imported User Settings

The User Settings page allows you to manage the following settings for users you add in bulk.

• Department assignment: Configure how Demandbase handles imported users without an assigned department. See Create and Manage Departments.

• CRM user updates: Configure whether Demandbase syncs changes to imported users' names, email addresses, and departments (Salesforce only).
  Tip: The frequency of user updates depends on your CRM integration's data sync settings.

Prerequisites to Configure Imported User Settings

You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

Configure Department Settings

Use department settings to control how Demandbase handles imported users who do not have a valid department assignment.

1. From the left navigation bar, go to Settings > User Management > User Settings.

2. Toggle on or off the following:

   • Enforce Departments: Requires all imported users to be assigned to a valid department.
   • Create New Departments: Automatically creates a new department for imported users if the department does not already exist in Demandbase.
     Important: You cannot enable both settings at the same time.

   The following table shows how Demandbase handles users based on these settings.

   Enforce Departments	Create New Departments	Import Behavior
   Disabled	Enabled	Demandbase creates a new department and assigns the users to the new department
   Enabled	Disabled	Demandbase doesn’t import the users
   Disabled	Disabled	Demandbase imports the users and assigns them to the default Other department

3. Click Save.

Auto-Update User Attributes

Automatically sync supported user information from your CRM based on your CRM integration’s data sync settings.

1. From the left navigation bar, go to Settings > User Management > User Settings.
2. Toggle on Auto Update User Attributes.
3. Click Save.