Manage Users
Use this screen to set up user-specific data for Costpoint.
Note: Companies frequently limit access to these screens to system administrators, who can, by using options on these screens, permit users to change a limited number of data fields (such as telephone, password, and some defaults) set up on the Configure User Preferences screen.
Use this screen to add a new user or to edit existing user information. This screen has the following tabs:
- Information: Use this tab to enter user information, such as password, status, assign a preferred notification method, and assign permissions to change user information.
- Workflow: Use this tab to specify workflow and email user preferences.
- Printing Defaults: Use this tab to enter a user's default Web printing settings and locale (if they differ from the system defaults).
- Authentication: Use this tab to define how Costpoint verifies user login.
- Web Services: Use this tab to define web services access settings.
- User Interface: Use this tab to specify settings for screen configuration changes.
You must also consider the following when using this screen:
- Before you can assign a default locale to a user on this screen, you must first enter locale information on the Manage Locales screen.
- Before you can assign a default printer to a user on this screen, you must first establish a catalog of printers that will be available for selection when printing reports from Costpoint on the Manage System Printers screen. You must already have linked a user to one or more printers using the Assigned Users/User Groups subtask on the Manage System Printers screen.
- Before you can assign an employee ID to a user on this screen, you must first set up the employee on the Manage Employee Information screen.
- Before you can assign a default company to a user on this screen, you must first set up the company on the Configure Company Information screen.
- Before you can assign a default taxable entity to a company to which you have enabled user access on this screen, you must first set up the taxable entity on the Configure Company Information screen.
- Before you can assign a default organization security group to a company to which you have enabled user access on this screen, you must first set up the organization security group on the Manage Organization Security Groups screen.
- Before you can assign one or more user groups to this user, you must first enter user group information on the Manage User Groups screen.
- Before you can change the preferred notification method, Costpoint must be configured for Skype for Business.
After you specify your preferences, click Save to save your settings.
Related Topics:
Display the Manage Users Screen
You access the Manage Users screen from the Admin domain.
Contents of the Manage Users Screen
Use the fields and options to configure the Manage Users screen.
Table Information for the Manager Users Screen
Changes to the Manage Users screen updates several tables.
Tabs of the Manage Users Screen
The Manage Users screen has the following tabs: Information, Workflow, Printing Defaults, Authentication, and User Interface.