AgileApps Support Wiki Pre Release

Difference between revisions of "My Information"

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==Personal Information==
==Personal Information==
Β 
{{:User Settings}}
===Basic Information===
:;First Name:User first name as you would like it to appear in the platform
:;Last Name:User last name as you would like it to appear
:;Company:The name of the user's company
:;Title:User's professional title
:;Time Zone:Choose a time zone from the drop-down list
{{ #ifeq: {{SITENAME}}
|ISV Support Wiki
|
:;User License Type:User's license type.
}}
:;Select Default Language:If the ''Multiple Languages'' option is enabled in [[Company Information]], select your default language here.
:;Reports To:The person on your team to whom you report.
:;Employee Number:Optional identification number for each employee
Β 
===Login Information===
:;Login Information:Email address, [[Username]], Active (status), and (if configured) the [[Single Sign on Settings]]
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:;Email:The user's email address, used for sending and receiving email through the platform
:;Username:{{:username}}
:;Active:Selecting this option indicates that the user account is active
:;Single Sign-On:If [[Single Sign-On]] is enabled, this option allows a user to login to an organization's secure network with a single [[username]] and password, and then access the platform without having to login again.
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===Address and Contact Information===
This information can be used to pre-fill data in an email template or in a print template using [[Template Variables]].
Β 
:;Phone:User telephone number, including area code
:;Mobile Phone:User mobile phone number, including area code
:;Fax:User fax number, including area code
:;Street Address:User street address
:;City:User city
:;State/Province:User state or province
:;Postal/Zip Code:User postal or zip code
:;Country:User country
:;Receive Newsletter: Get newsletters the company sends by email.
:;Send Welcome and Login Information by Email: Receive login info by email.

Revision as of 22:41, 15 August 2013

{Login Name} > Account Management > My Information

An active User can Edit Personal Information associated with their user record.

In addition, several Actions are available to Login as Proxy for the user and manage Proxy Login Permissions.

Edit Personal Information

Notepad.png

Note: Empty fields are only displayed when editing.

To Edit Personal Information:

  1. Click GearIcon.png > {Login Name} > Account Management > My Information. The User page opens, showing the current settings for your personal information.
  2. Click [Edit].
    The Update User page opens. Make changes as desired.
  3. Click [Save]

Personal Information

Notepad.png

Note:

  • Empty fields are not shown when viewing user settings. They appear only when editing.
  • For a user who is recognized via LDAP Configuration, only the user's Team membership, initial Application, and application Role can be changed. All other information comes from the LDAP directory, where it can be modified.

Basic Information

First Name User's first name as it should appear in the platform
Last Name User's last name as it should appear in the platform
Title User's professional title
Reports To Manager or supervisor
Access Profile The Access Profile assigned to the user
Accessibility Mode Enables Accessibility Mode for those whose vision or motor skills are impaired.
Employee Number Optional identification number for each employee
User License Type Site user (an external user for whom there is no charge) or a Platform User (an internal user).
(This option appears only in a tenant-management domain.)

Locale Information

Time Zone Choose a Time Zone Code from the drop-down list.
Date Format Choose a Date Format from the drop-down list
Time Format Choose a Time Format from the drop-down list
Locale The user's locale setting. Determines the format for numbers, decimal fields, and percentages.
Language User's language. (Only shown if Multiple Languages are specified in Company Information.)

Login Information

Email The user's email address, used for sending and receiving email through the platform
Username Username is a unique name associated with each User. Username is required to Login, can be an email address or an alphanumeric text string.
Active Selecting this option indicates that the user account is active
Mobile Access Allows a user to access the platform using a mobile device.
Single Sign-On This option appears when Single Sign-On is enabled. It allows a user to login to an organization's secure network with a single username and password, and then access the platform without having to log in again.

The following options are displayed, depending on the configuration:

Single Sign-On - Pass Through Authentication
Supply address information for a custom authentication server.
Single Sign-On - Delegated Authentication
Select the checkbox to enable Single Sign-On for the user.
Single Sign-On - SAML
A SAML Federated Id field is displayed. A SAML Federated Id is used as authentication across multiple IT systems

Team Membership

This section appears only when adding a new user.
Primary Team The initial Team the user belongs to

Startup Information

Initial Application The first application the user sees after logging in.
Role The user's initial Role in the application. (Additional Roles can be assigned later, using the Application Access settings.)
Send Welcome Email A message is sent to the user, welcoming them to the platform, and telling them what they need to know to log in.

Contact Information

This section does not appear when adding a new user. Users can fill it in for themselves later, or the admin can fill out by editing the record after the User has been added.
Phone
Mobile Phone
Fax
Street Address
City
State/Province
Postal/Zip Code
Country