---
title: "Synchronising user records"
canonical: "https://support.soutron.net/space/HG/3278887/Synchronising%20user%20records"
format: markdown
---
If you import user records from another source such as Active Directory, the User Synchronisation facility allows you to schedule how often updates will happen.
If you manage your user records manually, then this section does not apply.
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**To access Task Maintenance, select** **System Management > Task Centre > Task Maintenance**.
To create a task for processing User Synchronisation, click **Create task** in the Actions menu.
The following screen opens:
# General settings
On the General Settings tab, define overall settings for the task:
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| --- | --- |
| **Task Active** | Leave this option ticked if the task is to be active; un-tick if not |
| **Task Description** | Enter a name for the task, such as "User Synchronisation" |
| **Task Accessibility** | Select whether the task is private (only visible to you) or can be seen by all staff |
# Task specific settings
1. Click on the Task Specific settings tab to display the following screen:> Macro (inline-media-image)
2. Select the task type "Data maintenance" from the drop-down list.
3. A second drop-down list then appears: select "User synchronisation".
# Scheduler settings
Click on the Scheduler settings tab to display the following screen:
Admin Help
Synchronising user records
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| Users > Synchronising user records |
# Description
If you import user records from another source such as Active Directory, the User Synchronisation facility allows you to schedule how often updates will happen.
If you manage your user records manually, then this section does not apply.
---
**To access Task Maintenance, select** **System Management > Task Centre > Task Maintenance**.
To create a task for processing User Synchronisation, click **Create task** in the Actions menu.
The following screen opens:
| |
| --- |
|  |
# General settings
On the General Settings tab, define overall settings for the task:
| | |
| --- | --- |
| **Task Active** | Leave this option ticked if the task is to be active; un-tick if not |
| **Task Description** | Enter a name for the task, such as "User Synchronisation" |
| **Task Accessibility** | Select whether the task is private (only visible to you) or can be seen by all staff |
# Task specific settings
1. Click on the Task Specific settings tab to display the following screen:
2. Select the task type "Data maintenance" from the drop-down list.
3. A second drop-down list then appears: select "User synchronisation".
# Scheduler settings
Click on the Scheduler settings tab to display the following screen:
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| --- |
| ![image]() |
Click **Create new schedule** in the Schedule Actions menu
The schedule page will appear, in which the timings are defined:
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Define the following:
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| --- | --- |
| **Schedule type** | This can be set to Recurring or One Time - both will use the assigned Frequency where applicable |
| **Enabled** | Tick if the schedule is to be active; leave un-ticked if not |
| **Frequency** | The options on the drop-down list are Daily, Weekly or Monthly
> Macro (nested-table) |
| **Daily Frequency** | This setting refers to the time of day the task is to run. You can define one of these options:
- specify the exact time the task is to run. This has to be entered in the format HH:MM::SS
- specify the task to run every x seconds / days / hours between two specific times. Note that this option is not particularly useful for overdues, as loans do not include the time in the issue date. |
| **Duration** | Select the dates that the task is to start and finish. If the task is to be a continuous one, select the **No end date** option. |
| **Summary** | This summaries the selected settings. |
When you have completed the schedule settings, click **Save and Exit** in the Schedule Actions menu.
You are then returned to the list of scheduled tasks.
### Naming the scheduled task
Enter a name for the scheduled task:
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| --- |
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Then click **Update** to finish.
# Finishing the process
When you have finished, click **Save** in the Actions menu, or **Save and Close** to return to the list of defined tasks.
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**Experiencing problems with managing user records? See the **[**Troubleshooting Guide**](https://soutron.atlassian.net/wiki/spaces/HG/pages/3278771)**.**