User - Main

This page lets you view or define user information and access settings.

To open the page, either:

Note that some fields are only modifiable when the page is opened from the from the Admin menu.

Description of Page

Basic user identification information is viewed or set in the First Name, Last Name, User ID, and Login ID fields, all of which are modifiable only when the page is opened from the Admin menu. User and logon IDs must be unique. The Login ID is the id that the user uses to log in to the system. The User ID is the ID that is used throughout the application when users are assigned to tasks or when the user ID is stamped on records when logging add or update actions.

Language Code defines the language in which the user's screen prompts and messages appear.

Set User Enabled to allow the user to access the system.

Note: This field, available only when the page is accessed through the Admin menu, provides special field-level security. A user can change the field only if the Enable/Disable access mode is set.

Display Profile ID defines the display options for the user.

The next group of fields is used to view or set user preferences. For example, you can set up portal preferences on a "template user" and indicate that specified users will inherit their portal preferences from the template. Doing so provides consistency in the application of account information and dashboard zones. This fields are modifiable only when the page is accessed through the Admin menu.

The Time Zone associated with the user may be defined. Implementations may use this information for features and functions where the user’s time zone impacts display of data.

Email ID captures the user's email address.

Dashboard Width defines the number of pixels to use for the user's dashboard area. A setting of 200 is recommended as a minimum. Depending on the width of a user’s monitor, a higher setting (such as 250) will display more information without compromising the space on the main area of the application.

Home Page defines the page that appears when the user starts a session or clicks the Home link.

The To Do entry fields control how To Do entries are aged in respect of the “age bars” that appear on To Do Summary, To Do Supervisor Summary and the To Do Summary Dashboard Zone. Specifically:

The User Group collection defines the group(s) with which the user is associated and the date (if any) when the user's association expires. This feature is modifiable only when the page is accessed through the Admin menu. For more information, see The Big Picture Of Application Security. Assignments of users in a user group can also be established or maintained through the User Group - Users page.

Note: The ability to maintain the user groups on this page requires special field-level security. A user can change the field only if the System Administration access mode is set.