Configure Imported User Settings

  • Updated

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 CRM, you can configure how Demandbase handles users who do not have a department assigned. For more information about departments, see Create and Manage Departments.
  • For users imported from a CRM, you can configure whether Demandbase syncs updates to users’ names, email addresses, and departments (Salesforce only).
    Tip: The sync frequency for user updates depends on the data sync settings configured for your CRM integration.

Prerequisites

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.

  • 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.
  1. From the left navigation bar, go to Settings N.png Settings > User Management > User Settings.
  2. Toggle Enforce Departments and Create New Departments on or off.
    Important: You cannot enable both settings at the same time.

    The following table explains 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 N.png Settings > User Management > User Settings.
  2. Toggle on Auto Update User Attributes.
  3. Click Save.

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