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	Manager or supervisor
Access Profile	The Access Profile assigned to the 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 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

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