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Difference between revisions of "User Settings"

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<noinclude>__NOINDEX__</noinclude>
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{{Note|<br>
:* 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===
===Basic Information===
:{| border="1" cellpadding="5" cellspacing="1"  
:{| class="tight-rows"
|-
|-
|'''First Name''' || The first name of the user
|align="right" width="120em"| '''First Name'''  
| User's first name as it should appear in the platform
|-
|-
|'''Last Name''' || The last name of the user
|align="right"| '''Last Name'''  
| User's last name as it should appear in the platform
|-
|-
|'''Company''' || The company where the user is employed
|align="right"| '''Title'''  
| User's professional title
|-
|-
|'''Title''' || The professional title of the user
|align="right"| '''Reports To'''
| Manager or supervisor
|-
|-
|'''Time Zone''' || Time Zone, based on [[Time Zone Codes]]
|align="right"| '''Access Profile'''  
| The [[Access Profile]] assigned to the user
<!--
|-
|-
|'''Language''' || User's initial language.<br>(Only shown if Multiple Languages has been specified in [[Company Information]].)
|align="right"| '''Flex User'''  
| A flex user acquires a "floating license" when they log in. When they log off, that license is available to another flex user.
-->
|-
|-
|'''User License Type''' || License Type; choose ''Site User'' or ''Platform User''<br> (This option appears only in a tenant-management domain.)
|align="right"| '''Accessibility&nbsp;Mode'''  
| Enables [[Accessibility Mode]] for those whose vision or motor skills are impaired.
|-
|-
|'''Reports To''' || The person on your team to whom this new user reports to
|align="right"| '''Employee Number'''  
| Optional identification number for each employee
|-
|-
|'''Access Profile''' || Select an [[Access Profile]] from the lookup window
|align="right"| '''User&nbsp;License&nbsp;Type'''
| [[Site user]] (an external user for whom there is no charge) or a Platform User (an internal user).<br>(This option appears only in a tenant-management domain.)
|}
 
===Locale Information===
:{| class="tight-rows"
|-
|align="right" width="120em"| '''Time Zone'''
| Choose a [[Time Zone Code]] from the drop-down list.
 
|-
|align="right"| '''Date Format'''
| Choose a [[Date Format]] from the drop-down list
 
|-
|-
|'''Employee Number''' || The user's work or sales territory and employee number; if a user supports multiple territories, include each territory, separated by commas
|align="right"| '''Time Format'''  
| Choose a [[Time Format]] from the drop-down list
 
|-
|align="right"| '''Locale'''
| The user's locale setting. Determines the format for numbers, decimal fields, and percentages.
 
|-
|align="right"| '''Language'''
|  User's language. (Only shown if Multiple Languages are specified in [[Company Information]].)
|}
|}


===Login Information===
===Login Information===
:{| border="1" cellpadding="5" cellspacing="1"  
:{| class="tight-rows"
|-
|-
|'''Email''' || The email address to use for sending and receiving email through the platform
|align="right" width="120em"| '''Email'''  
| The user's email address, used for sending and receiving email through the platform
|-
|-
|'''Username''' || {{:username}}
|align="right"| '''Username'''  
| {{:username}}
|-
|-
|'''Active''' || Makes this User's account active
|align="right"| '''Active'''  
| Selecting this option indicates that the user account is active
|-
|-
|'''Single Sign-On''' ||  
|align="right"| '''Mobile&nbsp;Access'''  
If [[Single Sign-On]] is enabled, one of the following options is displayed, depending on the configuration:
| Allows a user to access the platform using a mobile device.
:*'''Single Sign-On - Pass Thru'''
|-
|align="right"| '''Single&nbsp;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.
::Supply address information for a custom authentication server.
:*'''Single Sign-On - Delegated Authentication'''
 
::*Checkbox
:'''Single Sign-On - Delegated Authentication'''
::*If checked, Single Sign-on is enabled for this user
::Select the checkbox to enable Single Sign-On for the user.
:*'''Single Sign-On - SAML'''
 
::*Either a ''Federation Id'' or platform ''User Id'' field is displayed.
:'''Single Sign-On - SAML'''
:::*If blank, Single Sign-on is disabled for this user
::A '''SAML Federated Id''' field is displayed. A '''SAML Federated Id''' is used as authentication across multiple IT systems
:::*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 Information===
===Team Membership===
:{| border="1" cellpadding="5" cellspacing="1"  
:This section appears only when adding a new user.
:{| class="tight-rows"
|-
|-
|'''Primary Team''' || {{:Primary Team}}
|align="right" width="120em"| '''Primary Team'''  
| The initial [[Team]] the user belongs to
|}
|}


===Address and Contact Information===
===Startup Information===
:{| border="1" cellpadding="5" cellspacing="1"  
:{| class="tight-rows"
|-
|-
|'''Phone''' || The user's telephone number, including area code
|align="right" width="120em"| '''Initial Application'''  
| The first application the user sees after logging in.
|-
|-
|'''Mobile Phone''' || The user's mobile phone number, including area code
|align="right"| '''Role'''  
| The user's initial Role in the application. (Additional Roles can be assigned later, using the [[Application Access]] settings.)
|-
|-
|'''Fax''' || The user's fax number, including area code
|align="right"| '''Send&nbsp;Welcome&nbsp;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.
:{| class="tight-rows"
|-
|align="right" width="120em"| '''Phone'''
|-
|align="right"| '''Mobile Phone'''
<!--
|-
|-
|'''Street Address''' || The user's street address
|align="right"| '''Forwarding Phone Number'''<br>Used when the system forwards an incoming message to the user's phone.
-->
|-
|-
|'''City''' || The user's city
|align="right"| '''Fax'''
|-
|-
|'''State''' || The user's state or province
|align="right"| '''Street Address'''
|-
|-
|'''Postal/Zip Code''' || The user's postal or zip code
|align="right"| '''City'''
|-
|-
|'''Country''' || The user's country
|align="right"| '''State/Province'''
|-
|-
|'''Receive Newsletter''' || Get emailed newsletters from the company, whenever they are sent
|align="right"| '''Postal/Zip Code'''
|-
|-
|'''Send Welcome & Login Information by Email''' || Notify the user by email of changes in their account
|align="right"| '''Country'''
|}
|}
When a User is added, the record remains in the database, and the tasks and activities associated with that user are tracked in the [[Audit Log]].

Latest revision as of 04:47, 6 December 2016

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
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