Configure Imported User Settings

Context

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

• For users imported from a CSV file or your CRM, you can configure how Demandbase imports users without an existing department assigned. For more information about departments, see Create and Manage Departments.
• For users imported from your CRM, you can configure if Demandbase syncs changes to the users’ names, email addresses, or departments (Salesforce only).
  Tip: The sync frequency for user updates depends on the data sync settings configured for your CRM integration.

Prerequisites/Preparation

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

Steps: Configure Department Settings for Imported Users

1. From the left navigation bar, go to Settings > User Management > User Settings.
2. Toggle Enforce Departments and Create New Departments on or off.
   
   Refer to the following table for details about the outcome for configuring these settings.
   Important: You cannot toggle both options on.
   

   Enforce Departments	Create New Departments	Import action for users without a department assigned or users assigned to a department not currently in Demandbase
   Disabled (toggle off)	Enabled (toggle on)	Demandbase creates a new department and assigns the users to the new department
   Enabled (toggle on)	Disabled (toggle off)	Demandbase doesn’t import the users
   Disabled (toggle off)	Disabled (toggle off)	Demandbase imports the users and assigns them to the default Other department

3. Click Save.

Steps

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