> For the complete documentation index, see [llms.txt](https://helpdesk.augmentt.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.augmentt.com/configuration/import-settings.md).

# Import Settings

When you connect Microsoft 365 (or Google Workspace) to Augmentt, every user in the tenant is imported by default. Import Settings let you control which accounts actually become active Augmentt employees versus which are filtered out at import time — this is the rule-based counterpart to manually [ignoring employees](/configuration/ignoring-employees.md) one at a time.

## Where to find it

1. In the Augmentt portal, go to **Configuration > Employees**.
2. Select the customer account you want to manage.
3. Click the **Import Settings** button in the top-right corner.

## What you can configure

**Import options** — choose which accounts to bring in, filtered by:

| Filter type  | Description                                    |
| ------------ | ---------------------------------------------- |
| Domain       | Import only users from specific domain(s)      |
| User         | Include/exclude specific individual users      |
| Group        | Import based on group membership               |
| Role         | Import based on assigned directory role        |
| License type | Import only users holding certain license SKUs |

**Exclude options** — quick toggles or granular rules to exclude:

* Unlicensed accounts (quick option)
* Accounts with no groups assigned (quick option)
* Specific users, roles, groups, or license types (granular)

{% hint style="info" %}
Import Settings and [Ignoring Employees](/configuration/ignoring-employees.md) solve overlapping problems from different angles: Import Settings apply *rules* at the tenant level to control what comes in going forward, while Ignore is a manual, per-user (or per-selection) action on users already in your list. If an employee is stuck ignored and won't unignore, or keeps reappearing/disappearing, check Import Settings first — the rule set can conflict with or override a one-off manual action.
{% endhint %}

## Common issues

**Import Settings page shows the wrong tenant's data.** Some customers have reported that switching to a different company's Employees page and opening Import Settings shows domain, group, and user data for a *different* tenant (often their own internal/MSP tenant) instead of the selected client. If Import Settings looks populated with unfamiliar domains or groups that don't belong to the client you selected, don't save changes — this indicates a data-scoping issue and should be reported to support rather than worked around.

**Save button greyed out / changes won't apply.** This has come up multiple times. If the **Update**/save button in Import Settings is greyed out and won't let you commit a change, this is a known category of issue — contact support with the specific tenant name rather than repeatedly retrying, as a reload or re-selecting the tenant does not reliably fix it.

**"Include" vs "Exclude" selection is mutually exclusive.** You generally choose one mode at a time: either select specific accounts to *include*, or select **All** and mark specific exceptions to *exclude* — mixing partial selections across both modes can result in zero users importing. If your exclude list won't save or shows 0 users to import, check whether the **Import** option is set to "All except (exclude)" versus a specific subset, and make sure you're not trying to combine both approaches at once.

**Excluding external/guest users from monitoring scope entirely.** If you want guest/external accounts excluded not just from your active list but from reporting, licensing insights, and activity monitoring altogether, this is configured through Import Settings' exclude rules (by user, role, or group) rather than through Ignore. If you're unsure whether your current rule fully excludes external accounts from a specific report, confirm with support for that report type.

**Reset to defaults.** If a tenant's Import Settings have drifted or been misconfigured, there is a path to reset settings back to default — if you don't see this option in your version of the UI, contact support.

{% hint style="warning" %}
Exact click paths and whether a "Reset to Defaults" button is present in the current UI weren't independently verifiable in this session — confirm current screens before publishing exact step counts.
{% endhint %}


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