Difference between revisions of "User Settings"

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imported>Aeric
imported>Aeric
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:;Role: The user's initial Role in the application. (Additional Roles can be assigned later, using the [[Application Access]] settings.)
:;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.}}
:;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.}}
}}

Revision as of 23:15, 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

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
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.