User

A user [User] is either an employee (an employee working for your company or a subcontractor), a generic resource (virtual or placeholder resource that represents a staffing need) or a guest user (a customer that can sign in to your OpenAir account and view information that is associated with them and the projects that your company delivers to them). Employees and guest users can sign into your company's OpenAir account. Employees (named resources) and generic resources can be booked to projects and tasks.

Review the Usage Guidelines for the User object.

XML

SOAP

REST

Database table

Object

User

oaUser

user

Supported Commands

CreateUser, Read, Modify, Delete

createUser(), read(), modify(), upsert(), delete()

The User object has the following standard properties:

Note:

User object properties may also include custom fields. The object type supports the custom equal to read method and the enable_custom read attribute.

XML

SOAP

Database

Description

account_workscheduleid

account_workscheduleid

account.workschedule_id

The ID of the associated company work schedule [UserWorkSchedule].

acct_code

acct_code

acct_code

Optional accounting code that can be used for integration with external accounting systems.

active

active

active

A 1/0 field indicating if the user is designated as an active user.

addr

The user's address. See Address Fields.

The Address object must include an email.

addr_addr1

address1

First line of the user's address.

addr_addr2

address2

Second line of the user's address.

addr_addr3

address3

Third line of the user's address.

addr_addr4

address4

Fourth line of the user's address.

addr_city

city

The user's city.

addr_contact_id

The internal ID of the associated Contact object.

addr_country

country

The user's country.

addr_email

email

[Required] The user's Email address.

addr_fax

fax

The user's fax number.

addr_first

first

The user's first name.

addr_id

The internal ID of the associated Address object.

addr_last

last

The user's last name.

addr_middle

middle

The user's middle name.

addr_mobile

mobile

The user's mobile number.

addr_phone

phone

The user's phone number.

addr_salutation

salutation

The user's salutation.

addr_state

state

The user's state or region.

addr_zip

zip

The user's ZIP code or postal code.

az_approvalprocess

az_approvalprocess

az_approvalprocess

The internal ID of the approval process for expense authorizations submitted by the user. Mutually exclusive with az_approver.

az_approver

az_approver

az_approver

The internal ID of the User who approves expense authorizations submitted by the user (expense authorization owner), if a single approver process is used. Mutually exclusive with az_approvalprocess.

Other possible values:

  • -1 — the expense authorization owner’s manager.

  • -2 — the manager of the expense authorization owner’s manager.

  • -4 — self (expense authorization owner).

book_assign_stamp

book_assign_stamp

Internal hash key.

br_approvalprocess

br_approvalprocess

br_approvalprocess

The internal ID of the approval process [ApprovalProcess] for booking requests for the user (requested resource) or for booking requests submitted by the user, depending on the OpenAir account configuration. Mutually exclusive with br_approver.

br_approver

br_approver

br_approver

The internal ID of the User who approves booking requests for the user (requested resource) or booking requests submitted by the user, depending on the OpenAir account configuration, if a single approver process is used. Mutually exclusive with br_approvalprocess.

Other possible values:

  • -1 — the requested resource or the requester's manager.

  • -2 — the manager of the booked resource or the requester's manager.

  • -4 — self (booked resource or the requester).

  • -9 — submitter (requester). This option may not be available depending on your OpenAir account configuration.

code

code

acct_code

Optional accounting code that can be used for integration with external accounting systems.

See also acct_code. In the XML and SOAP API, the code property duplicates the acct_code for back compatibility purposes.

cost

cost

loaded_cost.cost

[Write-only] New cost value.

Used with update_cost Updating User Loaded Costs.

cost_centerid

cost_centerid

cost_center_id

The internal ID of the cost center [Costcenter] associated with the user.

cost_currency

cost_currency

loaded_cost.currency

[Write-only] Currency of the cost.

Used with update_cost Updating User Loaded Costs.

cost_end_date

cost_end_date

loaded_cost.end_date

[Write-only] End date for the new loaded cost. If left blank, the new cost will have no end date. See Date Fields.

Used with update_cost Updating User Loaded Costs.

cost_lc_level

cost_lc_level

loaded_cost.lc_level

[Write-only] If multiple loaded cost levels are enabled, use this field to hold the level of the loaded cost.

Used with update_cost Updating User Loaded Costs.

cost_start_date

cost_start_date

loaded_cost.start_date

[Write-only] Start date for the new loaded cost. If left blank, the new cost will assume the current date as it's start date. See Date Fields.

Used with update_cost Updating User Loaded Costs.

created

created

created

[Read-only] The date and time when the record was created. See Date Fields.

currency

currency

currency

The user's currency. Three-letter currency code.

cv_attachment_id

cv_attachment_id

attachment_id

The internal ID of the attachment [Attachment] associated with this user (the user's latest CV).

departmentid

departmentid

department_id

The internal ID of the department [Department] associated with the user.

dr_approvalprocess

dr_approvalprocess

dr_approvalprocess

The internal ID of the approval process [ApprovalProcess] for deal booking requests for the user (requested resource) or for deal booking requests submitted by the user, depending on the OpenAir account configuration. Mutually exclusive with dr_approver.

dr_approver

dr_approver

dr_approver

The internal ID of the User who approves deal booking requests for the user (requested resource) or deal booking requests submitted by the user, depending on the OpenAir account configuration, if a single approver process is used. Mutually exclusive with dr_approvalprocess.

Other possible values:

  • -1 — the requested resource or the requester's manager.

  • -2 — the manager of the booked resource or the requester's manager.

  • -4 — self (booked resource or the requester).

  • -9 — submitter (requester). This option may not be available depending on your OpenAir account configuration.

external_id

external_id

external_id

The unique external ID of the user, if the record was imported from an external system.

externalid

externalid

external_id

The unique external ID of the user, if the record was imported from an external system.

In the XML and SOAP API, the externalid property duplicates the external_id property.

filterset_ids

filterset_ids

A comma delimited list of internal IDs of filter sets [Filterset] that this object belongs to.

filterset_stamp

filterset_stamp

A unique string which changes when the primary filter set changes for the user.

flags

flags

User-specific settings. See Company and User Settings.

generic

generic

generic

A 1/0 field indicating whether this is a generic resource. Cannot be modified.

hierarchy_node_ids

hierarchy_node_ids

A comma delimited list of internal IDs of hierarchy nodes [HierarchyNode] that this object belongs to.

hint

hint

hint

The user's password hint.

id

id

id

[Read-only] The unique internal identifier of the user. Automatically assigned by OpenAir.

is_user_schedule

is_user_schedule

[Write-only] A 1/0 field indicating whether the user should draw their workschedule from an account_workschedule or draw from a custom workschedule. 0 sets the user workschedule to the account workschedule specified in account_workscheduleid, 1 constructs a custom workschedule from the supplied workschedule_workdays and workschedule_workhours fields.

Used with update_workschedule Setting User Work Schedule.

job_codeid

job_codeid

job_code_id

The internal ID of the job code [Jobcode] associated with the user.

km_filter_set

km_filter_set

km_filter_set

The internal ID of the filter set override [Filterset] for the Workspaces application (module).

line_managerid

line_managerid

line_manager_id

The internal ID of the user's line manager (internal ID of another User). The user must exist, must not be marked as deleted, must be active and must not be a generic user.

locked

locked

locked

A 1/0 field indicating if the user is locked out of your company's OpenAir account.

logintime

logintime

user_login.logintime

The date and time of the user's last sign-in. See Date Fields.

ma_filter_set

ma_filter_set

ma_filter_set

The internal ID of the filter set override [Filterset] for the My Account application (module).

mfa_status

mfa_status

mfa_status

The user's two-factor authentication (2FA) status. The property is read-only if two-factor authentication is not enabled for your company's OpenAir account.

Possible values:

  • 0 – 2FA is not required.

  • 1 – 2FA is required and the user must set up 2FA.

  • 2 – 2FA is required and the user has paired an authenticator app with OpenAir.

  • 7 – 2FA is required and the user has completed the 2FA setup.

name

name

name

The display name for the user in lists. This is generated automatically if not set.

nickname

nickname

nickname

[Required] The users nickname. This must be unique.

om_filter_set

om_filter_set

om_filter_set

The internal ID of the filter set override [Filterset] for the Opportunities application (module).

password

password

password

[Required] The user's password. Not returned when reading objects.

password_forced_change

password_forced_change

password_forced_change

A 1/0 field indicating if the user must change password on next sign in.

payroll_code

payroll_code

payroll_code

The payroll code for this user.

pb_approvalprocess

pb_approvalprocess

pb_approvalprocess

The internal ID of the approval process [ApprovalProcess] for proposals submitted by the user. Mutually exclusive with pb_approver.

pb_approver

pb_approver

pb_approver

The internal ID of the User who approves proposals submitted by the user (proposal owner), if a single approver process is used. Mutually exclusive with pb_approvalprocess.

Other possible values:

  • -1 — the proposal owner’s manager.

  • -2 — the manager of the proposal owner’s manager.

  • -4 — self (proposal owner).

picklist_label

picklist_label

Label as shown on form picklist.

pm_filter_set

pm_filter_set

pm_filter_set

The internal ID of the filter set override [Filterset] for the Projects application (module).

po_approvalprocess

po_approvalprocess

po_approvalprocess

The internal ID of the approval process [ApprovalProcess] for purchase orders submitted by the user. Mutually exclusive with po_approver.

po_approver

po_approver

po_approver

The internal ID of the User who approves purchase orders submitted by the user (purchase order owner), if a single approver process is used. Mutually exclusive with po_approvalprocess.

Other possible values:

  • -1 — the purchase order owner’s manager.

  • -2 — the manager of the purchase order owner’s manager.

  • -4 — self (purchase order owner).

po_filter_set

po_filter_set

po_filter_set

The internal ID of the filter set override [Filterset] for the Purchases application (module).

pr_approvalprocess

pr_approvalprocess

pr_approvalprocess

The internal ID of the approval process [ApprovalProcess] for purchase requests submitted by the user. Mutually exclusive with pr_approver.

pr_approver

pr_approver

pr_approver

The internal ID of the User who approves purchase requests submitted by the user (purchase request owner), if a single approver process is used. Mutually exclusive with pr_approvalprocess.

Other possible values:

  • -1 — the purchase request owner’s manager.

  • -2 — the manager of the purchase request owner’s manager.

  • -4 — self (purchase request owner).

primary_filter_set

primary_filter_set

primary_filter_set

The internal ID of the user's primary filter set [Filterset]. Defaults to the default primary filter set if not set when adding a user.

project_access_nodes

project_access_nodes

project_access_nodes

Comma delimited list of internal IDs of hierarchy nodes [HierarchyNode] for project level access control.

rate

rate

rate

The hourly billing rate for the user's time.

report_filter_set

report_filter_set

report_filter_set

The internal ID of the filter set override [Filterset] for the Reports application (module).

rm_filter_set

rm_filter_set

rm_filter_set

The internal ID of the filter set override [Filterset] for the Resources application (module).

rm_approvalprocess

rm_approvalprocess

rm_approvalprocess

The internal ID of the approval process [ApprovalProcess] for bookings for the resource (user). Mutually exclusive with rm_approver.

rm_approver

rm_approver

rm_approver

The internal ID of the User who approves bookings for the user (resource), if a single approver process is used. Mutually exclusive with rm_approvalprocess.

Other possible values:

  • -1 — the booked resource’s manager.

  • -2 — the manager of the booked resource's manager.

  • -4 — self (booked resource).

  • -9 — submitter. This option may not be available depending on your OpenAir account configuration.

role_id

role_id

role_id

The internal ID of the role [Role] associated with the user. Defaults to the default role if not set when adding a user.

rpc_api_updated

rpc_api_updated

rpc_api_updated

The date and time when the user's resource profile was last updated using OpenAir API. See Date Fields.

rpc_updated_by

rpc_updated_by

rpc_updated_by

The internal ID of the User who last updated the user's resource profile.

rpc_user_updated

rpc_user_updated

rpc_user_updated

The date and time when the user's resource profile was last updated using OpenAir UI. See Date Fields.

sr_approvalprocess

sr_approvalprocess

sr_approvalprocess

The internal ID of approval process [ApprovalProcess] for schedule requests (time-off requests) submitted by the user. Mutually exclusive with sr_approver.

sr_approver

sr_approver

sr_approver

The internal ID of the User who approves schedule requests (time-off requests) for the user (schedule request owner), if a single approver process is used. Mutually exclusive with sr_approvalprocess.

Other possible values:

  • -1 — the schedule request owner’s manager.

  • -2 — the manager of the schedule request owner’s manager.

  • -4 — self (schedule request owner).

ssn

ssn

ssn

The user's social security number. Returned only if the authenticated user is an account administrator.

ta_approvalprocess

ta_approvalprocess

ta_approvalprocess

The internal ID of the approval process [ApprovalProcess] for timesheets submitted by the user. Mutually exclusive with ta_approver.

ta_approver

ta_approver

ta_approver

The internal ID of the User who approves timesheets submitted by the user (timesheet owner), if a single approver process is used. Mutually exclusive with ta_approvalprocess.

Other possible values:

  • -1 — the timesheet owner’s manager.

  • -2 — the manager of the timesheet owner’s manager.

  • -4 — self (timesheet owner).

ta_filter_set

ta_filter_set

ta_filter_set

The internal ID of the filter set override [Filterset] for the Timesheets application (module).

tag_end_date

tag_end_date

entity_tag.end_date

[Write-only] End date for the new tag. If left blank, the end date for the new tag will be undefined and the new tag will assume default status for the user. See Date Fields.

Used with update_tag Updating User Entity Tags.

tag_group_attribute_id

tag_group_attribute_id

entity_tag.tag_group_attribute_id

[Write-only] The ID of the tag group attribute [TagGroupAttribute] that is being assigned to the new tag.

Used with update_tag Updating User Entity Tags.

tag_group_id

tag_group_id

entity_tag.tag_group_id

[Write-only] The ID of the tag group [TagGroup] for the new tag.

Used with update_tag Updating User Entity Tags.

tag_start_date

tag_start_date

entity_tag.start_date

[Write-only] Start date for the new tag. If left blank, the start date for the new tag will be set to the current date. See Date Fields.

Used with update_tag Updating User Entity Tags.

tb_filter_set

tb_filter_set

tb_filter_set

The internal ID of the filter set override [Filterset] for the Invoices application (module).

te_allowance_approvalprocess

te_allowance_approvalprocess

te_allowance_approvalprocess

The internal ID of the approval process [ApprovalProcess] for allowance reports submitted by the user. Mutually exclusive with te_allowance_approver.

te_allowance_approver

te_allowance_approver

te_allowance_approver

The internal ID of the User who approves allowance reports submitted by the user (allowance report owner), if a single approver process is used. Mutually exclusive with te_allowance_approvalprocess.

Other possible values:

  • -1 — the allowance report owner’s manager.

  • -2 — the manager of the allowance report owner’s manager.

  • -4 — self (allowance report owner).

te_approvalprocess

te_approvalprocess

te_approvalprocess

The internal ID of the approval process [ApprovalProcess] for expense reports submitted by the user. Mutually exclusive with te_approver.

te_approver

te_approver

te_approver

The internal ID of the User who approves expense reports submitted by the user (expense report owner), if a single approver process is used. Mutually exclusive with te_approvalprocess.

Other possible values:

  • -1 — the expense report owner’s manager.

  • -2 — the manager of the expense report owner’s manager.

  • -4 — self (expense report owner).

te_filter_set

te_filter_set

te_filter_set

The internal ID of the filter set override [Filterset] for the Expenses application (module).

timezone

timezone

timezone

The user's timezone. Defaults to the time zone for the company's account if not set when adding a user.

type

type

Legacy field.

update_cost

update_cost

[Write-only] Set to 1 to update loaded cost information automatically when adding or modifying a user. See Updating User Loaded Costs.

update_tag

update_tag

[Write-only] Set to 1 to update entity tag information automatically when adding or modifying a user. See Updating User Entity Tags.

update_workschedule

update_workschedule

[Write-only] Set to 1 to update work schedule information automatically when adding or modifying a user. See Setting User Work Schedule.

updated

updated

updated

[Read-only] Date and time when the record was last updated or modified. See Date Fields.

user_locationid

user_locationid

user_location_id

The internal ID of the user location [UserLocation] associated with the user.

week_starts

week_starts

week_starts

The first day of the week for the user:

  • 0 – Monday

  • 6 – Sunday

Defaults to the first day of the week for the company's account if not set when adding a user.

workschedule_workdays

workschedule_workdays

A CSV list of workdays, with each value indicating a day in the schedule and values ranging from 0 (Monday) to 6 (Sunday). For example, “0,1,4” indicates that a user works on Monday, Tuesday and Friday.

Used with update_workschedule Setting User Work Schedule.

workschedule_workhours

workschedule_workhours

A CSV list of values for the user's default workhours and workhours for each day. At least one value for workschedule_workhours must be submitted, but a value for each day may be submitted as well. For example, if the user's workschedule_workdays is set to “0,1,4”, then submitting a value of only “8” for workschedule_workhours sets the user's default hours to 8 and each workday assumes this value as well. In addition, submitting a workschedule_workdays value of “8,1,2,3” sets the user's default workhours to 8, sets Monday to 1, Tuesday to 2, and Friday to 3.

Used with update_workschedule Setting User Work Schedule.

workscheduleid

workscheduleid

workschedule_id

The internal ID of the user's work schedule [UserWorkSchedule].

Usage Guidelines

Review the following guidelines:

Updating User Loaded Costs

You can set or update user loaded cost information when creating or updating a user object. To do so, use the following property values:

Property

Value

Notes

update_cost

1

cost_start_date

  • Start date for the new loaded cost. See Date Fields.

  • Empty value to use the current date.

cost_end_date

  • End date for the new loaded cost. See Date Fields.

  • Empty value to leave the end date undefined, until the same level loaded cost is updated again.

If an empty value is used, the cost_end_date will be set automatically to a date preceding the cost_start_date of the new default loaded cost when the same level loaded cost is updated again. It is not possible to set a default value. All loaded cost information updated using this method is historical information

cost

New loaded cost value.

cost_currency

The currency of the new loaded cost value.

cost_lc_level

The loaded cost level, if multiple cost levels are enabled for your account. Defaults to 0 (primary loaded cost) if not specified.

To read user loaded cost information, use the LoadedCost object.

Updating User Entity Tags

You can set or update the user entity tags when creating or updating a user object. To do so, use the following property values:

Property

Value

Notes

update_tag

1

tag_start_date

  • Start date for the new entity tag. See Date Fields.

  • Empty value to use the current date.

tag_end_date

  • End date for the new entity tag. See Date Fields.

  • Empty value to leave the end date undefined, until the entity tag is updated with an empty value for tag_end_date again.

Use an empty value to set the entity tag as the default entity tag for the user valid from tag_start_date. If a default entity tag was set previously, the tag_end_date for the previous default entity tag is set automatically according to a date preceding the tag_start_date of the new default entity tag.

tag_group_id

ID of the tag group for the new entity tag.

tag_group_attribute_id

The ID of the tag group attribute assigned to the new entity tag.

To read user entity tag information, use the Entitytag object.

Setting User Work Schedule

You can set or update the user work schedule when creating or updating a user object. To do so, use the following property values:

Property

Value

Notes

update_workschedule

1

is_user_schedule

  • 1 to define a work schedule specific to the user.

  • 0 to use the company work schedule with ID account_workscheduleid.

workschedule_workdays

Comma-separated list of numbers for usual work days. Each day of the week is represented by a number from 0 (Monday) to 6 (Sunday).

Used if is_user_schedule = 1.

workschedule_workhours

  • Comma-separated list of numbers, if your account configuration allows for different work hours per day. The first value is the default number of hours per day, subsequent values are the number of hours for each work day listed in workschedule_workdays.

  • Default number of hours per day, otherwise.

Used if is_user_schedule = 0.

To allow for different work hours, check the Enable distinct work hours per day on work schedule box on the Optional Features administration form (Administration > Global Settings > Optional Features)

account_workscheduleid

The ID of the company work schedule.

Used if is_user_schedule = 0.

To read user work schedule information, use the UserWorkschedule object.