Option
Procedure
create a new user profile
1. Enter a user ID in the User ID field. Your entry must be 5 to 10 positions.
2. Optionally, enter a name in the Name field. Names can be 1 to 30 positions in length.
You can also enter or change the name at the User Profile Configuration screen.
3. Optionally, enter an email address in the Email field. You can also enter or change the email address at the User Profile Configuration screen. Email addresses 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.
You can also enter or change the email address at the User Profile Configuration screen.
Note: You cannot create a user profile with a disabled login; instead, follow the steps below under disable or enable the login for a user profile.
4. Click NEW. You advance to the User Profile Configuration screen, where you set the user’s authority, LDAP authentication settings, and default shipping system. Click Save when you are done.
Important: Creation of the new user profile is not complete until you click Save at the User Profile Configuration screen.
Password: When you first create a user profile that does not use LDAP authentication, the password is the same as the user ID. The user needs to change the password when first logging into Locate by completing the Change Password window. See that window for information on password requirements.
search for a user profile
Use any combination of the fields at the top of the screen to restrict the search results to matching user profiles:
• Enter a full or partial User ID to restrict your results to product user ID’s starting with your entry.
• Enter a full or partial Name to restrict your results to user profiles whose names contain your entry.
• Enter a full or partial Email to restrict your results to user profiles whose email addresses contain your entry.
• Set the Disabled logins drop-down box to Yes or No to restrict your results to user profiles that match your selection, or leave this field unselected to search for user profiles regardless of this setting.
• Click SEARCH.
change an existing user’s authority, LDAP authentication settings, or default shipping system
Click the edit icon (
) for a user profile to advance to the User Profile Configuration screen.
Note: If the User Profile Configuration screen is already open in another tab, you advance to that screen, where the previously-selected user profile is displayed.
reset the password for a user profile
Click the reset password icon (
) for a user profile to set the password back to the user ID. The user will need to change the password at the next login by completing the Change Password window.
This option is not available for a user flagged for LDAP authentication.
The disabled icon (
) indicates that the user cannot currently log into Locate; otherwise, the enabled icon (
) indicates that the user can currently log in. To switch between the settings, click the icon that is currently displayed.
If someone attempts to log in using a disabled user ID, the login screen displays an error: Log in failed.
Note: You can enable or disable the login for a user regardless of whether the user is flagged for LDAP authentication.
select a user for review
Click the user profile to open the Browse User Profile window. This window displays information about the user, including the user’s assigned authority.
Select the delete icon (
) next to a user profile to delete the user profile from Locate.
Note: You cannot delete the admin user profile. Also, you cannot delete a user profile if there is order transaction history for the user.