System Fields and Descriptions

The table below provides a list of system fields and their descriptions.

Field

Description

Logon ID

Do not change this ID—it is linked to projects users can see.

First /Last Name

Allows you to make name corrections.

PIN/4 Numbers

The PIN is 4 numbers and is a required field. It is randomly generated, but can be changed.

Password

Allows you to assign a temporary password, if needed.

  • If you don’t touch this field, the password created by the current user remains.

  • If users log in using a temporary password, they are redirected to a page where they are asked to create a new password.

  • If a password has expired (an additional logon requirement you can request), users are asked to create a new password.

  • Permanent passwords are encrypted and stored in your database.

  • If users forget the passwords they create, you must assign them a temporary password before they can login and create a new password.

Privileges

PROJ level has no access to the Admin information; ORG level has access to all Org and Project Manager information; ADMIN has access to everything.

City of Residence

Allows you to change the city of residence.

Email

Allows you to change the email address.

Security Org ID

This drop-down menu lists the org structure you use. The level you choose here gives the user access to that level and any children below that level. (Please see more details regarding security levels in the Appendix.)

  • All users have the same access levels that are defined in your accounting system.

Home Org ID

This field reflects the organization the user’s costs resolve to.

Labor Suppress

  • If you click the check box, then some labor analysis reports will not be accessible.

  • Check the box if you do not want a user to be able to back into the hourly rates of resources.

Alternate Menu

If  you check the box here, you are able to restrict what reports and actions the user has access to.

Role

Enables you to create a customizable rights setup so that when assigned a role, the user has all the rights of that role, subject to the user’s security org.

User Locked Out

Check this box if you want to block a user from accessing the application.

  • If a user gets locked of B&P, uncheck this box to allow access.

  • You must delete a user if you want to give their seat to someone else.