User - Main

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

To open the page, use one of the following navigation options:

  • The Admin > Security > User > Search menu item.
  • The Menu > My Preferences menu item.
  • The User Menu > Preferences menu item in the application toolbar.

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

Set User Enable 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 defines the display options for the user.

The following fields are related to defining a template user along with some configuration available for using a template user. This fields are modifiable only when the page is accessed through the Admin menu. Refer to template user for more information about these fields.

  • Set User Type to Template User if the user is going to serve as a template user.

  • If a user's portal preferences are to be inherited from a "template user", use the Portals Profile User to define the user ID of the template user.

  • If a user's favorite links are to be inherited from a "template user", use the Favorites Profile User to define the user ID of the template user.

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. Refer to Designing Time Zones for more information about the use of time zones.

Email Address captures the user's email address.

Sidebar Width defines the number of pixels to use for the user's sidebar area. A setting of 250 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. Setting the value to 0 will suppress the sidebar. The width setting is updated in background to retain the value based on dynamic sizing.

Sidebar Location governs whether the sidebar appears before or after the main page area. If no value is specified, the default position of the sidebar is after the main page area.

Sidebar State indicates whether the sidebar is open or closed. The state is updated in background to retain the value based on dynamic opening or closing of the sidebar.

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 Sidebar Zone.

  • Use Lower Age Limit for Yellow Bar to define the number of days old a To Do entry must be to be considered "yellow" in the age bar. To Do entries below this limit are considered "green" in the age bar.

  • Use Upper Age Limit for Yellow Bar is the high limit for the "yellow" bar. To Do entries older than this are considered "red" in the age bar.

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 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.

If your implementation has configured Object Erasure for the User maintenance object, the Object Erasure Schedule sidebar zone is visible displaying the erasure status for this user record, if applicable. Refer to Erasing User Information by Obfuscation for more information on object erasure for User records.