AgileApps Support Wiki

Difference between revisions of "User Settings"

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<noinclude>__NOINDEX__</noinclude>
<noinclude>__NOINDEX__ __TOC__</noinclude>
{{Note|<br>Empty fields are not shown when viewing user settings. They appear only when editing.}}
{{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===
:{| class="tight-rows"
:{| class="tight-rows"
|-
|-
|align="right"| '''First Name'''  
|align="right" width="120em"| '''First Name'''  
| User's first name as you would like it to appear in the platform
| User's first name as it should appear in the platform
|-
|-
|align="right"| '''Last Name'''  
|align="right"| '''Last Name'''  
| User's last name as you would like it to appear
| User's last name as it should appear in the platform
|-
|-
|align="right"| '''Title'''  
|align="right"| '''Title'''  
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|align="right"| '''Access Profile'''  
|align="right"| '''Access Profile'''  
| The [[Access Profile]] assigned to the user
| The [[Access Profile]] assigned to the user
<!--
|-
|-
|align="right"| '''Flex User'''  
|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.
| A flex user acquires a "floating license" when they log in. When they log off, that license is available to another flex user.
-->
|-
|-
|align="right"| '''Accessibility&nbsp;Mode'''  
|align="right"| '''Accessibility&nbsp;Mode'''  
| This option causes a menu chosen from the platform header (for example, the gear menu) to appear as a dropdown list, instead of in a pop-up window. It is intended for screen-reading software that can read such lists.
| Enables [[Accessibility Mode]] for those whose vision or motor skills are impaired.
|-
|-
|align="right"| '''Employee Number'''  
|align="right"| '''Employee Number'''  
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|-
|-
|align="right"| '''User&nbsp;License&nbsp;Type'''
|align="right"| '''User&nbsp;License&nbsp;Type'''
| ''Site User'' or ''Platform User'' (This option appears only in a tenant-management domain.)
| [[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.)
|}
|}


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:{| class="tight-rows"
:{| class="tight-rows"
|-
|-
|align="right"| '''Time Zone'''  
|align="right" width="120em"| '''Time Zone'''  
| Choose a time zone from the drop-down list.<br>''Learn more:'' [[Time Zone Codes]]
| Choose a [[Time Zone Code]] from the drop-down list.
 
|-
|-
|align="right"| '''Date Format'''  
|align="right"| '''Date Format'''  
| Choose a [[Date Format]] from the drop-down list
| Choose a [[Date Format]] from the drop-down list
|-
|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'''  
|align="right"| '''Language'''  
|  User's language. (Only shown if Multiple Languages have been selected in [[Company Information]].)
|  User's language. (Only shown if Multiple Languages are specified in [[Company Information]].)
|}
|}


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:{| class="tight-rows"
:{| class="tight-rows"
|-
|-
|align="right"| '''Email'''  
|align="right" width="120em"| '''Email'''  
| The user's email address, used for sending and receiving email through the platform
| The user's email address, used for sending and receiving email through the platform
|-
|-
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The following options are displayed, depending on the configuration:
The following options are displayed, depending on the configuration:
:'''Single Sign-On - Pass Thru'''
:'''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'''
:'''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'''
:'''Single Sign-On - SAML'''
::Either a ''Federation Id'' or platform ''User Id'' field is displayed.
::A '''SAML Federated Id''' field is displayed. A '''SAML Federated Id''' is used as authentication across multiple IT systems
:::- 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
|}
|}


===Team Membership===
===Team Membership===
This section appears only when adding a new user.
:This section appears only when adding a new user.
:{| class="tight-rows"
:{| class="tight-rows"
|-
|-
|align="right"| '''Primary Team'''  
|align="right" width="120em"| '''Primary Team'''  
|  The initial [[Team]] the user belongs to
|  The initial [[Team]] the user belongs to
|}
|}
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:{| class="tight-rows"
:{| class="tight-rows"
|-
|-
|align="right"| '''Initial Application'''  
|align="right" width="120em"| '''Initial Application'''  
|  The first application the user sees after logging in.
|  The first application the user sees after logging in.
|-
|-
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===Contact Information===
===Contact Information===
This section is ''not'' displayed 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.
: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"
:{| class="tight-rows"
|-
|-
|align="right"| '''Phone'''
|align="right" width="120em"| '''Phone'''
|-
|-
|align="right"| '''Mobile Phone'''
|align="right"| '''Mobile Phone'''

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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