UserProfile

User Profile Configuration

Purpose: Use the User Profile Configuration screen to specify user authority, LDAP authentication options, and the user’s default system. The user’s default system indicates which system product code to display to the user at the Order screen.

Vendor user profiles: See the Vendor User Profiles screen for information on working with vendor user profiles that control authority to the Vendor Portal.

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. 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. Optionally, select the Use LDAP flag to configure the user for LDAP authentication. If you select this flag: • the Domain is required. If a domain is flagged as the default, this domain defaults here, but you can override it. • enter the LDAP User Id if the Locate User ID does not match the user ID in the domain used for LDAP authentication. See the LDAP User Id for background. 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. 6. Use the Authority tab to select one or more roles to which the user should have authority. 7. Click Save to create the user; otherwise, click Cancel.
	Note: • If none of the above 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. • If the user is not flagged for LDAP authentication, the password is initially the same as the user ID, but the user must change the password when first logging into Locate. See the Change Password window for a summary of password requirements.
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: The user should log out of Locate 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.

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. Optionally, select the Use LDAP flag to configure the user for LDAP authentication. If you select this flag:

• the Domain is required. If a domain is flagged as the default, this domain defaults here, but you can override it.

• enter the LDAP User Id if the Locate User ID does not match the user ID in the domain used for LDAP authentication. See the LDAP User Id for background.

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.

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

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

Note:

• If none of the above 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.

• If the user is not flagged for LDAP authentication, the password is initially the same as the user ID, but the user must change the password when first logging into Locate. See the Change Password window for a summary of password requirements.

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: The user should log out of Locate 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.
Name	1 to 30 positions, alphanumeric. Required.
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, Locate might generate an email to this email address if the user uploads proximity data; see that screen for more information. Optional.
Active	Indicates whether the user can log into Locate. You can also use the Disable Login option at the User Profiles screen to control whether a user can log in.
Use LDAP	Select this flag if the user should log into Locate with his or her network password rather than a password specific to Locate. If you select this flag, the Domain is required. Optional. For more information: See Domain Configuration for LDAP Authentication for background.
Domain	The domain to authenticate the user’s login information. If a domain is flagged as the default, that domain defaults here, but you can override it. Required if the user is flagged for LDAP authentication, See Domains for information on setting up domains.
LDAP User Id	The user’s ID in the domain used for LDAP authentication. Up to 255 positions. Complete this field only if the user’s ID in the specified domain is different from the Locate User ID. For example, you might complete this field if the user’s domain identifies the user with a name that is longer than 10 positions, since that is the maximum length of the Locate user ID. Your entry must not match the Locate User ID or LDAP User Id of an existing Locate user. Optional. This field is enterable only if the user’s Use LDAP flag is selected.
Preferences
Default Shipping System	Controls the system product code to display as the Item # at the Order screen. Required.
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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