Use the fields in this tab to set up user information, such as password, status, and preferences.
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Note: Companies frequently limit access to this screen to system administrators, who can, via checkbox selections, permit users to change a limited number of data fields (such as telephone, password, and some defaults) in the User Preferences screen (Administration\Maintain\Users). |
This tab is divided into three blocks, as follows:
The User Information block stores the employee ID, telephone, and location data.
The Status block stores user deactivation date, password change information, last login date, and batch process/report completion data.
The Preferences User Can Change block stores permissions for preferences that the user can change along with the user's default company.
Use this tab to add new user data or to edit existing user information.
If you plan to assign an employee ID to a user in this screen, you must first set up the employee in the Employee User Flow screen (People\Maintain\Employee).
If you plan to assign a default company to a user in this screen, you must first set up the company in client server in the Company Taxable Entity Information screen (Accounting\Configure\General Ledger).
Use the fields in this block to enter employee ID, telephone, and location data.
Enter, or use Lookup to select, the user's employee ID.
If you plan to assign an employee ID to a user in this screen, you must first set up the employee in the Employee User Flow screen (People\Maintain\Employee). This data is validated against the EMPL (Employee) table.
Enter up to 25 alphanumeric characters to specify the user's phone number.
Your system administrator can, via checkbox selection in the Can Change Phone and Extension checkbox in the Preferences User Can Change group box (in the Information tab), permit this user to change phone data in the User Preferences screen (Administration\Maintain\Users).
Enter up to 6 alphanumeric characters to specify the user's phone number extension.
Your system administrator can, via checkbox selection in the Can Change Phone and Extension checkbox in the Preferences User Can Change group box (in the Information tab), permit this user to change extension data in the User Preferences screen (Administration\Maintain\Users).
Enter, or use Lookup to select, the default location of the employee.
Use the fields in this block to enter the user deactivation date, password change information, last login date, and batch process/report completion data.
Enter, or use the Calendar Lookup to select, the deactivation date, if applicable, for this user. After this date, the user will not be 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 will be able to log in to Costpoint indefinitely.
This field automatically displays the date the user last changed his Costpoint login password in the User Preferences screen (Administration\Maintain\Users).
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Note: The system administrator can, via checkbox selection in the Can Change Password checkbox in the Preferences User Can Change group box (in the Information tab) of this screen, permit this user to change password data in the User Preferences screen (Administration\Maintain\Users). |
For new users, the system automatically populates this field with the current date. This field, in conjunction with the Password Life field in the Corporate Settings block in the System Settings screen (Administration\Configure\System), determines when a user will be 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.
This field automatically displays the date the user last logged into Costpoint. You may enter or, use Calendar Lookup to select, a different date.
Select this checkbox to force the user to change their password upon login.
Notify when Batch Process/Report is Completed
Select this checkbox to have the system send an email when a process/report is completed in batch mode.
Use the fields in this block to enter permissions for preferences that the user can change.
If users are so enabled to change any of their personal preferences, they can do so in the User Preferences screen (Administration\Maintain\Users).
By default, these options are disabled for new users.
Select this checkbox if the user is permitted to change his own password in the User Preferences screen (Administration\Maintain\Users).
This checkbox is unselected by default.
Can Change Phone and Extension
Select this checkbox if the user is permitted to change his own telephone and extension in the User Preferences screen (Administration\Maintain\Users).
This checkbox is unselected by default.
Select this checkbox if the user is permitted to change his own name in the User Preferences screen (Administration\Maintain\Users).
This checkbox is unselected by default.
Select this checkbox if the user is permitted to change his own default login company in the User Preferences screen (Administration\Maintain\Users).
This checkbox is unselected by default.
Select this checkbox to allow the user to change the email notification when a batch/process is completed.
Enter, or use Lookup to select the user's default company.
Company Access
Select this subtask link to open the Company Access screen.
Select this subtask link to open the Assigned User Groups screen.
Select this subtask link to open the Module Rights screen.
Select this subtask link to open the Application Rights screen.
* A red asterisk denotes a required field.
Select this link to open the Company Access subtask.
Select this link to open the Assigned User Groups subtask.
Select this link to open the Module Rights subtask.
Select this link to open the Application Rights subtask.
Changes to this screen update the following tables:
W_USER_GRP_USERS (User Group User - Web)
W_USER_COMPANY (User Company - Web)
