AgileApps Support Wiki

Difference between revisions of "User Settings"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
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:{| class="tight-rows"
:{| class="tight-rows"
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|'''First Name''' || User's first name as you would like it to appear in the platform
|align="right"| '''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
|align="right"| '''Last Name'''  
| User's last name as you would like it to appear
|-
|-
|'''Title''' || User's professional title
|align="right"| '''Title'''  
| User's professional title
|-
|-
|'''Reports To''' || Manager or supervisor
|align="right"| '''Reports To'''
| Manager or supervisor
|-
|-
|'''Access Profile''' || The [[Access Profile]] assigned to the user
|align="right"| '''Access Profile'''  
| The [[Access Profile]] assigned to the user
|-
|-
|'''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.
|-
|-
|'''Accessibility Mode'''  
|align="right"| '''Accessibility 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.
| 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.
|-
|-
|'''Employee Number''' || Optional identification number for each employee
|align="right"| '''Employee Number'''  
| Optional identification number for each employee
|-
|-
|'''User License Type'''
|align="right"| '''User License Type'''
| ''Site User'' or ''Platform User'' (This option appears only in a tenant-management domain.)
| ''Site User'' or ''Platform User'' (This option appears only in a tenant-management domain.)
|}
|}
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:{| class="tight-rows"
:{| class="tight-rows"
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|-
|'''Time Zone''' || Choose a time zone from the drop-down list.<br>''Learn more:'' [[Time Zone Codes]]
|align="right"| '''Time Zone'''  
| Choose a time zone from the drop-down list.<br>''Learn more:'' [[Time Zone Codes]]
|-
|-
|'''Date Format''' || Choose a [[Date Format]] from the drop-down list
|align="right"| '''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]].)
|align="right"| '''Language'''  
|  User's language. (Only shown if Multiple Languages have been selected in [[Company Information]].)
|}
|}


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:{| class="tight-rows"
:{| class="tight-rows"
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|'''Email''' || The user's email address, used for sending and receiving email through the platform
|align="right"| '''Email'''  
| The user's email address, used for sending and receiving email through the platform
|-
|-
|'''Username''' || {{:username}}
|align="right"| '''Username'''  
| {{:username}}
|-
|-
|'''Active''' || Selecting this option indicates that the user account is active
|align="right"| '''Active'''  
| Selecting this option indicates that the user account is active
|-
|-
|'''Mobile&nbsp;Access''' || Allows a user to access the platform using a mobile device.
|align="right"| '''Mobile&nbsp;Access'''  
| Allows a user to access the platform using a mobile device.
|-
|-
|'''Single&nbsp;Sign-On
|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.
| 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.


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:{| class="tight-rows"
:{| class="tight-rows"
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|'''Primary Team''' ||  The initial [[Team]] the user belongs to
|align="right"| '''Primary Team'''  
|  The initial [[Team]] the user belongs to
|}  
|}  


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:{| class="tight-rows"
:{| class="tight-rows"
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|'''Initial Application''' ||  The first application the user sees after logging in.
|align="right"| '''Initial Application'''  
|  The first application the user sees after logging in.
|-
|-
|'''Role'''  
|align="right"| '''Role'''  
| The user's initial Role in the application. (Additional Roles can be assigned later, using the [[Application Access]] settings.)
| The user's initial Role in the application. (Additional Roles can be assigned later, using the [[Application Access]] settings.)
|-
|-
|'''Send Welcome Email'''  
|align="right"| '''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.
| 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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:{| class="tight-rows"
:{| class="tight-rows"
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|'''Phone'''
|align="right"| '''Phone'''
|-
|-
|'''Mobile Phone'''
|align="right"| '''Mobile Phone'''
<!--
<!--
|-
|-
|'''Forwarding Phone Number'''<br>Used when the system forwards an incoming message to the user's phone.
|align="right"| '''Forwarding Phone Number'''<br>Used when the system forwards an incoming message to the user's phone.
-->
-->
|-
|-
|'''Fax'''
|align="right"| '''Fax'''
|-
|-
|'''Street Address'''
|align="right"| '''Street Address'''
|-
|-
|'''City'''
|align="right"| '''City'''
|-
|-
|'''State/Province'''
|align="right"| '''State/Province'''
|-
|-
|'''Postal/Zip Code'''
|align="right"| '''Postal/Zip Code'''
|-
|-
|'''Country'''
|align="right"| '''Country'''
|}
|}

Revision as of 00:43, 16 August 2013

Notepad.png

Note:
Empty fields are not shown when viewing user settings. They only appear when editing.

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 Manager or supervisor
Access Profile The Access Profile assigned to the user
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.
Accessibility 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.
Employee Number Optional identification number for each employee
User 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

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 Thru
Supply address information for a custom authentication server.
Single Sign-On - Delegated Authentication
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 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 is not displayed when adding a new user. Users can fill it in for themselves later, or the user record can be edited by the admin after it is added.

Phone
Mobile Phone
Fax
Street Address
City
State/Province
Postal/Zip Code
Country
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