, or use the drop-down list to select, the
ID of the company with which you work the most. This field defaults
in the company selection screen during login.Use this screen to define Costpoint users by user ID, name, and employee ID, if applicable, to assign users to companies, and set any user-specific defaults that differ from the system defaults.
You can also use this screen to maintain security information such as group membership by company, effective user ID/password, preferences the user can change, system functions the user can perform, and the data suppression needed for the user.
Use the table window to assign users to one or more companies. The user can have different rights for each company.
Before entering a new user on this screen, you must enter the user's group in the Maintain User Groups screen. Also, the system defaults that can be overridden here should already be set in the System Settings screen.
Any user ID entered in this screen must already have been established in the database and have, as a minimum, read-only rights to the User ID table.
Enter the ID the user must enter when starting Costpoint. It must match a valid database user ID. The user ID can be eight alphanumeric characters in length for SQLBase platforms, or 12 alphanumeric characters for Oracle, MS SQL Server, or Sybase platforms. The user ID cannot contain embedded spaces. In addition, do not use all-numeric IDs when using Oracle. Oracle treats numeric IDs as non-standard, and they are not supported within Costpoint.
As you enter the ID, each letter appears in uppercase even if it was entered in lowercase. This ensures that the same sequence of letters and numbers maps to one Costpoint user ID. For example, if a user enters "smithj," "SmithJ," or "SMITHJ," Costpoint assigns the attributes of Costpoint user "SMITHJ" to that user.
Enter the employee ID in this field.
Enter the user's name. If you entered an employee ID, the employee's name displays here.
Enter the database user ID that the user enters when updating the Costpoint database. Immediately after the user enters Costpoint with the initial user ID and password, Costpoint performs a second database login using the effective user ID and password. All database accesses and updates are performed under this second login.
You can enter the Effective User ID in upper or lower case, because some databases allow user IDs to be in mixed case and interpret different-case uses of the same ID as different IDs. The effective user ID can be eight alphanumeric characters in length for SQLBase platforms, or 12 alphanumeric characters for Oracle, MS SQL Server, or Sybase platforms. In addition, do not use all-numeric IDs when using Oracle. Oracle treats numeric IDs as non-standard, and they are not supported within Costpoint.
Enter the database password for the Effective User ID. If the Effective User ID is the same as the User ID, the Effective Psswrd is not required and is not saved. In this case, Costpoint performs only one database login with the User ID and password supplied to the login screen.
When you enter the password here, you are entering it only to make sure it is the same as the password already in the database for the effective user. Entering or changing the password here does not change it in the database. To change the effective password both here and in the database, use the Change Effective User Password screen.
Enter, use , or use the drop-down list to select, the
ID of the company with which you work the most. This field defaults
in the company selection screen during login.
Enter the deactivation date, if any, for this Costpoint user ID. After this date, the user is not able to log into Costpoint.
The user deactivation date is processed independently from the employee termination date. A person can be terminated as a Costpoint user and still be an employee, or be terminated as an employee and remain an active Costpoint user.
If you leave this field blank, the user is able to log in to Costpoint indefinitely.
This field displays the date the user last changed his Costpoint login password. For new users, it is automatically set to the current date. This field, in conjunction with the Password Life field in the Corporate Settings subtask of the System Settings screen, determines when a user is forced to change his password. You can change this date to a later date to give the user more time before being forced to change the password, or change it to an earlier date to force the user to change the password sooner.
System administrators can edit this date field if a user becomes locked out of Costpoint due to inactivity.
If the difference between the date a user is attempting to login and the date that displays in this field exceeds the number of days allocated in the Disable Inactive Users Period (Days) field (if not zero) found in the Corporate subtask of the System Settings application, login fails. The ID Deactivation Date field (for both Web and Client/Server) populates with the current date and the user is no longer able to log into Costpoint.
If the user logs in successfully, this field updates with the current date.
Enter the user’s business phone number.
Enter the user’s business phone extension.
Use this group box to grant or revoke read-only rights to the few tables in the database to which each Costpoint User ID must have access. You cannot choose the Grant and Revoke options unless you are logged into Costpoint with an Effective User ID of "DELTEK."
Select this option when the rights to those few tables are already set correctly. This is the default selection when in update mode.
Select this option when you need to grant read-only rights to the Costpoint user ID for those few tables. This is the default, and mandatory, selection when entering a new user ID. This selection obviates the need for the Database Administrator to run the GRANT.SQL script when setting up a new database user. This option is selected by default.
Select this option when you are deactivating a User ID, that is, when you enter a date in the ID Deactivation Date field. If you select this option and enter the date, the Costpoint User ID is not accepted by Costpoint's login screen and the user associated with the User ID is not able to read any Costpoint tables in the database.
Select this check box if the user regularly connects to Costpoint via a Wide-Area Network (WAN). Leave this check box blank for any user who is not connecting to Costpoint over a WAN.
If this check box is selected, certain Costpoint validations are turned off for the user. Essentially, the WAN feature turns off the masking when the user is setting up or using accounts, organizations, projects, and any other hierarchical field. Masking puts in the delimiters (periods or dashes) that separate the segments of the hierarchical field, and validates the structure of the segments entered against the master tables, such as the Account or Organization table. Turning this off for a WAN user makes data entry faster.
However, this check box should NOT be selected for any user, WAN or non-WAN, who sets up and maintains accounts, organizations, projects, or any other hierarchical system codes. Doing so could result in the entry of invalid data into your system. If a user connects over a WAN and sets up accounts, organizations, projects, etc., and also enters transactions such as timesheets, payables, etc., that user should have two User IDs: one with the check box checked and one without. When doing setup functions, the user should use the ID with the check box cleared, even though it is slower, to make sure that the proper validations occur. Otherwise, the user may enter invalid data into the system, and the information would have to be deleted and re-entered. When doing transaction data entry, the user should use the User ID with the check box selected, to allow for the fastest data entry.
Use this group box to indicate that you want Workflow activities and/or messages routed to email.
Select this check box to route Workflow activities to email. This check box is inactive if the Use Email for Workflow Notification check box in the System Settings screen is cleared.
Select this check box to route Workflow messages to email. This field is inactive if the Use Email for Workflow Notification check box in the System Settings screen is cleared.
Enter a valid Email ID for Workflow to use to send activities and messages to the user. This field is inactive if both the Send Workflow Activity and Send Workflow Messages check boxes are cleared. When you enter a new email name, the system sends a test email to the user to verify that the name exists.
Use these check boxes to indicate which personal preferences the user can change. If users are authorized to change any of their personal preferences, they can do so in the Preferences selection under Options on the menu bar. By default, these options are disabled for new users.
Select this check box to allow the user to change the User field in the Maintain General Preferences screen, which is accessed via the Preferences selection under Options on the menu bar.
Select this check box to allow the user to change the Phone and/or Extension fields in the Maintain General Preferences screen, which is accessed via the Preferences selection under Options on the menu bar.
Select this check box to allow the user to change the selections in the Login Company field in the Maintain General Preferences screen, which is accessed via the Preferences selection under Options on the menu bar.
Select this check box to allow the user to change the login password on the Change Password screen accessed via the Preferences selection under Options on the menu bar.
Select this check box to allow the user to change the entries on the Maintain MyMenu screen, which is the custom menu for each user. The Maintain MyMenu screen is accessed through the Preferences selection under Options on the menu bar.
Users must be assigned to at least one company and can be assigned to more than one or even to all companies. You can enter and view up to three lines of detail on the screen and you can scroll horizontally and vertically. There is no limit on the number of lines you can enter in the table.
You can resize the columns in this table window and rearrange the columns in the order in which you prefer to enter data. For example, the Company field is 10 characters, but if your company elects to use only five, you can resize the field so that five characters are displayed.
If you use letters in your company ID, the size requirement varies due to proportional spacing of characters; for example, the letter W occupies more space than the letter I.
You can also rearrange the columns in order of data entry preference. For example, you can rearrange the table to enter data by Project, Organization, and Account and move certain fields that your company does not use toward the end of the table. Once you resize and rearrange the table, you can save this setup and the change is updated for all users.
Enter, or use to select, a Company
ID to assign to this user. CompanyIDs
are set up in the G/L Settings screen in Costpoint General Ledger.
The name associated with the company in this row is displayed in this non-editable column.
Enter, or use to select, a user group ID to assign
to this user. User group IDs are set up in the Maintain User Groups screen.
The name associated with the User Group in this row is displayed in this non-editable column.
This non-editable field only displays if you also have Costpoint Web enabled and if the Enforce Segregation of Duties Rules check box is selected in the Corporate Settings subtask of the System Settings screen in the Web version. One of the following status statements populates the field:
System Approved - The system has verified that there are no segregation of duties conflicts for this right
In Conflict - The system has determined that one or more segregation of duties conflicts exist for this right. The rights cannot be used unless manually overridden using the Override Segregation of Duties Conflicts application in the Web version of Costpoint.
Delete Conflict - An attempt to delete this right has failed, since deleting the rights record would cause one or more segregation of duties conflicts.
Manually Approved - The system has determined that one or more segregation of duties conflicts exist for this right, but the conflicts have been manually overridden.
Pending - An assigned right has yet to be checked for segregation of duties conflicts. The Identify Segregation of Duties Conflicts process must be run in the Web version of Costpoint before this assigned right can be used.
Delete Requested - An attempt to delete this right must be checked for segregation of duties conflicts. The Identify Segregation of Duties Conflicts process must be run in the Web version of Costpoint before this assigned right can be deleted.
Enter, or use to select, the ID of the organizational
security group to which this user belongs.
This non-editable column displays the name of the group associated with the Org Security Group.
Enter, or use to select, a Taxable Entity ID to assign
to this user and company. Taxable Entity IDs are set up in the Set
Up Company Info screen in Costpoint General Ledger.
This non-editable column displays the name associated with the Taxable Entity in this row.
Select this check box if the user is allowed to customize the appearance of table windows and save the customizations in the Save Table Order screen in the Preferences selection under Options on the menu bar. These customizations take effect for all users of this Costpoint database.
Select this check box if the user is allowed to run the Stand-Alone System Administration Utility (SAMCLR.EXE and SAMENLOG.EXE), a backdoor for maintaining the System Administration tables in the database. Refer to Special Topic SA-2, Stand-Alone Utilities, for more information on this feature.
Select this check box if the user is allowed to start a Process Server.
Select this check box to allow the user to change the selections in the Background Color group box in the Maintain General Preferences screen, which is accessed via the Preferences selection under Options on the menu bar.
Select this check box to allow the user to change the selections in the Print Report Criteria group box in the Maintain General Preferences screen, which is accessed via the Preferences selection under Options on the menu bar.
Select this check box to allow the user to change the selections in the Multiple Active Functions group box in the Maintain General Preferences screen, which is accessed via the Preferences selection under Options on the menu bar.
Select this check box if the user is allowed to change the selections in the Input Message Buffer group box on the Maintain General Preferences screen. Do not select this check box unless you are sure that the user has sufficient knowledge about computer configurations so as to not cause harm to the workstation's environment.
Select this check box if labor cost information is not to be displayed when this user opens a screen on which labor cost data would normally appear.
Select this check box if item cost information is not to be displayed when this user opens a screen on which item cost data would normally appear.
Select this check box if item price information is not to be displayed when this user opens a screen on which item price data would normally appear.
Select this check box to suppress the Social Security Number (SSN) when this user prints reports on which this number normally appears. Blanks appear on the report instead of the number.
Select this check box to disable access to Costpoint Web.
Click this button to open the Preferences subtask, where you can override the system default preferences for individual users. This subtask is available only when a row has been selected in the child table window.
Click this button to open the MyMenu subtask, where you can enter custom menus (MyMenu) for individual users.