Difference between revisions of "User Settings"
From AgileApps Support Wiki
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<noinclude>__NOINDEX__</noinclude> | <noinclude>__NOINDEX__</noinclude> | ||
===Basic Information=== | ===Basic Information=== | ||
:;First Name:User first name as you would like it to appear in the platform | :;First Name:User's first name as you would like it to appear in the platform | ||
:;Last Name:User last name as you would like it to appear | :;Last Name:User's last name as you would like it to appear | ||
:;Title:User's professional title | :;Title:User's professional title | ||
:;Reports To:The person on your team to whom you report. | :;Reports To:The person on your team to whom you report. | ||
:;Access Profile:The [[Access Profile]] assigned to the user | :;Access Profile:The [[Access Profile]] assigned to the user | ||
:;Flex User: | :;Flex User: A Flex User uses a free-floating license that is available to other flex users when they are logged off. | ||
:;Accessibility Mode: | :;Accessibility Mode: | ||
:;Employee Number:Optional identification number for each employee | :;Employee Number:Optional identification number for each employee | ||
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===Team Membership=== | ===Team Membership=== | ||
:;Primary Team: {{:Primary Team}} | :;Primary Team: {{:Primary Team}} | ||
{{#ifeq: {{PAGENAME}} | Users | | |||
===Startup Information=== | |||
:;Initial Application: The first application the user will see when they log in. | |||
:;Role: The user's initial Role in the application. (Additional Roles can be assigned later, using the [[Application Access]] settings.) | |||
:;Send Welcome and Login Information by Email:A message is sent to the user, welcoming them to the platform, and telling them what they need to know to log in.}} | |||
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Revision as of 23:14, 15 August 2013
Basic Information
- First Name
- User's first name as you would like it to appear in the platform
- Last Name
- User's last name as you would like it to appear
- Title
- User's professional title
- Reports To
- The person on your team to whom you report.
- Access Profile
- The Access Profile assigned to the user
- Flex User
- A Flex User uses a free-floating license that is available to other flex users when they are logged off.
- Accessibility Mode
- Employee Number
- Optional identification number for each employee
- User License Type
- User's license type: Site User or Platform User
(This option appears only in a tenant-management domain.)
Locale Information
- Time Zone
- Choose a time zone from the drop-down list.
- Learn more: Time Zone Codes
- Date Format
- Choose a Date Format from the drop-down list
- Language
- User's language. (Only shown if Multiple Languages have been selected in Company Information.)
Login Information
- 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
- Enable 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 Thru
- Supply address information for a custom authentication server.
- Single Sign-On - Delegated Authentication
- Checkbox
- If checked, Single Sign-on is enabled for this user
- Single Sign-On - SAML
- Either a Federation Id or platform User Id field is displayed.
- If blank, Single Sign-on is disabled for this user
- Enter a value to enable Single Sign-On for this user
- UserId is the Record Id of the user that is logged in
- Federated Identity acts as a user's authentication across multiple IT systems or organizations
Team Membership
- Primary Team
- Each user must be assigned to a Primary Team.
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