4 Administration Field Descriptions

Define User Filter Dialog Box Fields

Table 4-1 Define User Filter dialog box fields

Field	Description	Notes
Has logged in within the last n days	Number of days since a user last logged into the application.
Include deleted users	Includes users that have been previously deleted.	When you delete a user account, it is not immediately deleted from the application. This allows you to recover users that may have been inadvertently deleted. Deleted users are purged after a specified period. For more information, see Purging Deleted Items.
Save filter as	Filter name.
Filter name	Filter name.
Sort By	Sets column order on the Users screen.
Show number of users per page	Number of users that appear on the Users screen.

User Profile Tab Fields

Table 4-2 User profile fields

Field	Description	Notes
Login Name	Name or phrase the user uses to log in.
First Name	User’s first name.
Last Name	User's last name.
Email Address	User’s email address.	This email address allows users to use the Forgot Your Password? feature. If users forget their password, they need to supply this email address to reset their password.
Security Question	Security question used for authentication purposes.
Security Answer	Security answer used for authentication purposes.
Preferred Edit Mode	User’s preferred edit mode, used for creating or editing plans.	Plans automatically open in this mode.
Preferred Home Page	The page that appears when a user logs in.	If a user requests a specific screen or follows a previously bookmarked URL, that page appears after a successful login, not the Preferred Home Page.
Preferred Locale	User’s preferred geographical location.	Determines how dates and numbers are displayed and interpreted.

Edit Customer Preferences Screen Fields

Table 4-3 Edit Customer Preferences screen fields

Field	Description	Notes
Default Language	Language into which study documents are translated.	You can change document translations settings on the Locations tab.
Default Currency	Currency in which studies are planned.
Allow users to create rate cards for this many future years	Number of years through which users can create billing rate cards on the Billing Rates screen.
Number of days to keep deleted items before removing them permanently	Number of days to keep deleted items before purging them from the application.
Hide the ClearTrial Default System Template when users create new plans	Determines if the application includes the ClearTrial Default System Template in the list of available templates when users create new plans.	If False, the application includes the default template in the list of available templates. If True, users can select the default template from a link above the list of available templates.
Prevent users from creating plans from the ClearTrial Default System Template	Determines if users can use the ClearTrial Default System Template when creating plans.	If False, the application includes the default template in the list of available templates. If True, users can select the default template from a link above the list of available templates.

Change Password Screen Fields

Table 4-4 Change Password screen fields

Field	Description	Notes
Current Password	Your current password.
New Password	Your new password.	Passwords must be at least eight characters and contain at least one letter, one number, and one of the following special characters: !$*+-.=?@^_|~. Passwords must not contain your login name or any of the following words: password, oracle, guest, admin, administrator, or cleartrial. Do not use easily guessed passwords such as a pet’s name; your own name, address, or phone number; or any easily identifiable personal information.
Verify New Password	Your new password.