UserProfile

User Profile Configuration

Purpose: Use the User Profile Configuration screen to specify user authority, the user’s default system, and the formats to display numbers, dates, and times on Order Broker screens. The user’s default system indicates which system product code to display to the user at the Order screen.

Temporary password: When you create a new user, you need to specify an initial, temporary password. The user needs to change the password when first logging into Order Broker.

To change the user’s password after initial creation, select the Reset Password option at the User Profiles screen.

Users anonymized? If a user has been anonymized, asterisks are displayed as the user’s name and email.

Anonymized users can still log into Order Broker and retain their current authority unless they are deactivated.

See Anonymizing Data for background.

How to display this screen:

• Create a new user or click the edit icon () for an existing user at the User Profiles screen.

• Click Edit at the Browse User Profile window.

Note:

• Only users with User Profiles authority can display this screen. See the Role Wizard for more information.

• If the User Profile Configuration screen was already open in another tab when you clicked the edit icon, you advance to this screen with the previously-selected user displayed.

In this topic:

• Options at this screen

• Fields at this screen

Options at this screen

Option	Procedure
complete creation of a new user	1. Optionally, change the User ID you entered at the User Profiles screen. Once you click Save, you can no longer change the user ID; instead, you need to delete and recreate the user. The user ID is 5 to 10 positions, alphanumeric. Always lowercase. 2. Enter the user’s Name. The name you entered at the User Profiles screen defaults, but you can override it. The user name is 1 to 30 positions, alphanumeric. 3. Optionally, enter the user’s email address. The email address must be in the format must be in the format of name@host.ext. You cannot enter more than one email address. 4. Enter a temporary password in the Password field, and confirm the entry in the Confirm Password field. The password: • must be from 8 to 25 characters long • cannot contain any spaces • must include at least 1 numeric character • must include at least 1 letter • must include at least 1 special character • cannot be the same as the user ID The first time the user logs in, Order Broker requires that the user change the password. Preferences: 5. Select the user’s Default Shipping System. This setting controls the system product code displayed as the Item # at the Order screen. This is a required field unless there are not yet any existing systems in Order Broker. 6. Data Formats: Optionally, override the settings of any of the Data Formats (Date Format, Time Format, Decimal Separator, or Thousands Separator) to control how this data is formatted on Order Broker screens. 7. Authority: Use the Authority tab to select one or more roles to which the user should have authority. 8. Click Save to create the user; otherwise, click Cancel. Note: The user needs to log out of Order Broker and then log back in to see the data format changes take effect.
	Note: • If none of the role options is selected, the user has authority only to the Orders menu and cannot change an order or order line’s status or assigned fulfilling location. • All authority is selected by default for the admin user and cannot be removed.
change any of the fields or settings for an existing user	• Change any of the enterable settings at the Preferences tab. • To change role assignment to control user authority, select the Authority tab and drag roles between the Eligible Roles and Assigned Roles areas. • Click Save to update the user. Note: • To change the password for an existing user, select the Reset Password option at the User Profiles screen. • The user should log out of Order Broker and then log back in to apply the changes.

Option

Procedure

complete creation of a new user

1. Optionally, change the User ID you entered at the User Profiles screen. Once you click Save, you can no longer change the user ID; instead, you need to delete and recreate the user. The user ID is 5 to 10 positions, alphanumeric. Always lowercase.

2. Enter the user’s Name. The name you entered at the User Profiles screen defaults, but you can override it. The user name is 1 to 30 positions, alphanumeric.

3. Optionally, enter the user’s email address. The email address must be in the format must be in the format of name@host.ext. You cannot enter more than one email address.

4. Enter a temporary password in the Password field, and confirm the entry in the Confirm Password field. The password:

• must be from 8 to 25 characters long

• cannot contain any spaces

• must include at least 1 numeric character

• must include at least 1 letter

• must include at least 1 special character

• cannot be the same as the user ID

The first time the user logs in, Order Broker requires that the user change the password.

Preferences:

5. Select the user’s Default Shipping System. This setting controls the system product code displayed as the Item # at the Order screen. This is a required field unless there are not yet any existing systems in Order Broker.

6. Data Formats: Optionally, override the settings of any of the Data Formats (Date Format, Time Format, Decimal Separator, or Thousands Separator) to control how this data is formatted on Order Broker screens.

7. Authority: Use the Authority tab to select one or more roles to which the user should have authority.

8. Click Save to create the user; otherwise, click Cancel.

Note: The user needs to log out of Order Broker and then log back in to see the data format changes take effect.

Note:

• If none of the role options is selected, the user has authority only to the Orders menu and cannot change an order or order line’s status or assigned fulfilling location.

• All authority is selected by default for the admin user and cannot be removed.

change any of the fields or settings for an existing user

• Change any of the enterable settings at the Preferences tab.

• To change role assignment to control user authority, select the Authority tab and drag roles between the Eligible Roles and Assigned Roles areas.

• Click Save to update the user.

Note:

• To change the password for an existing user, select the Reset Password option at the User Profiles screen.

• The user should log out of Order Broker and then log back in to apply the changes.

Fields at this screen

Fields	Description
User
User ID	5 to 10 positions, alphanumeric. Display-only for an existing user; otherwise, required. Always lowercase.
Users anonymized? If a user has been anonymized, asterisks are displayed as the user’s name and email. Anonymized users can still log into Order Broker and retain their current authority unless they are deactivated. See Anonymizing Data for background.
Name	1 to 30 positions, alphanumeric. Required. Asterisks are displayed if the user has been anonymized.
Email	Must be in the format of name@host.ext. You cannot enter more than one email address. Depending on your selections at the Event Logging screen, Order Broker might generate an email to this email address if the user uploads proximity data; see that screen for more information. Asterisks are displayed if the user has been anonymized. Optional.
Active	Indicates whether the user can log into Order Broker. You can also use the Disable Login option at the User Profiles screen to control whether a user can log in.
Password	The user’s initial, temporary password. The first time the user logs into Order Broker, he or she will need to enter this password and then change the password. Password requirements: • must be changed at least every 90 days • must be from 8 to 25 characters long • cannot contain any spaces • must include at least 1 numeric character • must include at least 1 letter • must include at least 1 special character • cannot be the same as the user ID The password is case-sensitive (A is not the same as a). Required when creating a new user. Not displayed for an existing user. To set a temporary password for an existing user, select the Reset Password option at the User Profiles screen.
Confirm Password	Must match the Password. Required to create a new user. Not displayed for an existing user. See the Password field for more information.
Preferences
Default Shipping System	Indicates the system product code to display as the Item # at the Order screen. This field is required unless you have not yet created any systems in Order Broker.
Data Formats The following fields control the display of data on Order Broker screens for the user. They do not control the format of data on reports or in emails, or the datetime stamps for archived file names. For more information: See Localization Settings for information on how language and data format settings are defined.
Date Format	The format to use for the display of dates on Order Broker screens: • MM/DD/YYYY (default): Month/day/year, for example: 12/31/2016 • DD.MM.YYYY: Day.month.year, for example: 31.12.2016 • DD/MM/YYYY: Day/month/year, for example: 31/12/2016 • YYYY/MM/DD: Year/month/day, for example: 2016/12/31 • DD-MM-YYYY: Day-month-year, for example: 31-12-2016 Required.
Time Format	The format to use for the display of times on Order Broker screens: • AM/PM (default): For example: 11:40 AM • 24 Hour: For example: 13:01 Required.
Decimal Separator	The character to use as a decimal separator on Order Broker screens: • Period (default): For example, 12.34 • Comma: For example, 12,34 Required. Note: The decimal separator and the thousands separator cannot be the same.
Thousands Separator	The character to use as a separator on Order Broker screens for numbers over 3 positions: • Comma (default) For example, 1,234 • Period: For example, 1.234 • Space: For example, 1 234 Required. Note: The decimal separator and the thousands separator cannot be the same.
Authority Note: All authority is selected by default for the admin user and cannot be removed. Alternate method to assign authority: You can assign authority to an existing user through this screen, or through the Users step in the Role Wizard.
Eligible Roles	This area displays all available roles set up to control authority for retailer users that are not currently assigned to this user. To assign a role, highlight it and drag it to the Assigned Roles area. For more information: See the Role Wizard, especially the Authority step, for information on setting up roles and the authority that a role can control.
Assigned Roles	This area displays all roles to which the user is currently assigned. To remove a role, highlight it and drag it to the Eligible Roles area.

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