Difference between revisions of "User Settings"
From AgileApps Support Wiki
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===Locale Information=== | ===Locale Information=== | ||
: | :{| class="tight-rows" | ||
|- | |||
|'''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=== | ===Login Information=== | ||
: | :{| class="tight-rows" | ||
|- | |||
|'''Email:The user's email address, used for sending and receiving email through the platform | |||
|- | |||
|'''Username:{{:username}} | |||
|- | |||
|'''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''' | ::*'''Single Sign-On - Pass Thru''' | ||
:::Supply address information for a custom authentication server. | :::Supply address information for a custom authentication server. | ||
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:::::*UserId is the [[Record Id]] of the user that is logged in | :::::*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 | :::::*Federated Identity acts as a user's authentication across multiple IT systems or organizations | ||
|} | |||
===Team Membership=== | ===Team Membership=== | ||
: | :{| class="tight-rows" | ||
|- | |||
|'''Primary Team: {{:Primary Team}} | |||
|} {{#ifeq: {{PAGENAME}} | Users | | |||
===Startup Information=== | |||
:{| class="tight-rows" | |||
|- | |||
|'''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.}} | |||
|} | |||
===Contact Information=== | |||
{{#ifeq: {{PAGENAME}} | Users | | {{#ifeq: {{PAGENAME}} | Users | | ||
This section is not displayed when adding a new users. Users can fill it for themselves later, or the user record can be edited to add it by the admin.}} | |||
<!-- | |||
:{| class="tight-rows" | |||
: | |- | ||
|'''Phone''' || | |||
|- | |||
|'''Mobile Phone''' || | |||
|- | |||
|'''Forwarding Phone Number''' || Used when the system forwards an incoming message to the user's phone. | |||
|- | |||
|'''Fax''' || | |||
|- | |||
|'''Street Address''' || | |||
|- | |||
|'''City''' || | |||
|- | |||
|'''State/Province''' || | |||
|- | |||
|'''Postal/Zip Code''' || | |||
|- | |||
|'''Country''' || | |||
|} | |||
--> | |||
Revision as of 23:52, 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 Manager or supervisor Access Profile The Access Profile assigned to the 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 - 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
class="tight-rows"Primary Team: Each user must be assigned to a Primary Team.
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