User Settings

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.

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