Users Tab

This section includes the fields and descriptions for the Users tab.

User Island

Field	Description
Name	Enter a user name in this field when creating a user. If you create a user assigned to another type of Maconomy information (see the introduction to this workspace) and you leave this field blank, the user name is automatically generated by Maconomy. The user name is generated according to the rules specified for the selected user type in the island User Creation in the workspace User Types.
Employee No.	Here you can enter the number of a employee created in the workspace Employees. This information is used in the service module for assigning an employee to a service job, and in the workspace Time Sheets in the Job Cost module for managing access to changing, creating, approving, and printing time sheets. If you enter an employee number, the company specified on the employee’s information card is transferred to the field “Company No.” in the island Company. If the system parameter “Employee mandatory for user” has been marked, this field must be completed.
Company	Here you can enter a Company to which you associate the user. If the employee number has been entered, the user is automatically associated with the same company as the employee.
Transfer to People Planner	If this field is marked, the user will be included in the scheduled import to People Planner. Setting the Transfer To People Planner field will only have an effect if the field is included in the relevant queries in the .I files on the web server.

User Type Island

Field	Description
Type	This field shows the user type of the current user. When creating a user, specify the desired type of the user here. The user type points out the template user whose information should be copied to the new user. Maconomy copies the template user’s information in this workspace to the new user, and the new user is granted access to the same actions in the workspace Actions and the same access levels in the workspace User Access Levels as the template user. For further information about template users, see the field “Template.” In addition to pointing out a template user, the user type also determines whether or not a user being created must be assigned to another type of Maconomy information, for instance a customer. New users must be assigned to another type of information if the field “Database Relation” has been completed for the selected user type in the workspace User Types. If a relation has been specified on the user type, the user will be based on and assigned to an entry in the relation in question. You must specify the desired entry by entering its key values in the fields “Key 1-4.” For instance, if the relation Customer has been specified for the user type, you must specify the number of the customer to which the user should be assigned. When you press Enter, the new user is automatically assigned to the specified database entry. Furthermore, if you leave the field “User Name” blank, the user name is automatically generated by Maconomy. The user name is generated according to the rules specified for the selected user type in the island User Creation in the workspace User Types. Depending on the setup of the user type, Maconomy may also create a number of access levels to which the new user and the assigned database entry are automatically granted access. For further information on this, see the introduction to the workspace User Types and the description of the islands User Specific Access Level and Access List in that workspace. If you have not installed the add-on “Extended User Administration,” only one user type is available.
Administrator	When you mark this field, the user in question is granted the same rights as the special Administrator user. However, this field can only be marked and unmarked by users who are already provided with the status Administrator. Furthermore, an Administrator cannot remove the mark specified for himself in this field. A user who has been granted the status Administrator in this field will get exactly the same rights as an Administrator is usually granted in Maconomy. By marking this field, it is thus possible to have several Administrators in one Maconomy system, only do these administrators have different names and can be assigned to different access levels. However, the field “Administrator” can be unmarked at any time to make the user a “normal” user again.
Template	Mark this field if the current user should be the template user of the user type specified in the field “Type” above. A template user is a user whose information is transferred to new users assigned to the user type to which the template user is assigned. This means that when a user is created and assigned to the user type in question, Maconomy copies the template user’s static information from this workspace to the new user. Furthermore, the new user is granted access to the same actions in the workspace Actions and the same access levels in the workspace User Access Levels as the template user. It is not possible to log on to Maconomy using a template user name, and hence a template user cannot make any registrations. However, in the workspaces Users, User Access Levels and Actions, you can set up the template user as desired.

Field

Description

Type

This field shows the user type of the current user. When creating a user, specify the desired type of the user here.

The user type points out the template user whose information should be copied to the new user. Maconomy copies the template user’s information in this workspace to the new user, and the new user is granted access to the same actions in the workspace Actions and the same access levels in the workspace User Access Levels as the template user. For further information about template users, see the field “Template.”

In addition to pointing out a template user, the user type also determines whether or not a user being created must be assigned to another type of Maconomy information, for instance a customer. New users must be assigned to another type of information if the field “Database Relation” has been completed for the selected user type in the workspace User Types. If a relation has been specified on the user type, the user will be based on and assigned to an entry in the relation in question. You must specify the desired entry by entering its key values in the fields “Key 1-4.” For instance, if the relation Customer has been specified for the user type, you must specify the number of the customer to which the user should be assigned. When you press Enter, the new user is automatically assigned to the specified database entry. Furthermore, if you leave the field “User Name” blank, the user name is automatically generated by Maconomy. The user name is generated according to the rules specified for the selected user type in the island User Creation in the workspace User Types. Depending on the setup of the user type, Maconomy may also create a number of access levels to which the new user and the assigned database entry are automatically granted access. For further information on this, see the introduction to the workspace User Types and the description of the islands User Specific Access Level and Access List in that workspace.

If you have not installed the add-on “Extended User Administration,” only one user type is available.

Administrator

When you mark this field, the user in question is granted the same rights as the special Administrator user. However, this field can only be marked and unmarked by users who are already provided with the status Administrator. Furthermore, an Administrator cannot remove the mark specified for himself in this field. A user who has been granted the status Administrator in this field will get exactly the same rights as an Administrator is usually granted in Maconomy. By marking this field, it is thus possible to have several Administrators in one Maconomy system, only do these administrators have different names and can be assigned to different access levels.

However, the field “Administrator” can be unmarked at any time to make the user a “normal” user again.

Template

Mark this field if the current user should be the template user of the user type specified in the field “Type” above.

A template user is a user whose information is transferred to new users assigned to the user type to which the template user is assigned. This means that when a user is created and assigned to the user type in question, Maconomy copies the template user’s static information from this workspace to the new user. Furthermore, the new user is granted access to the same actions in the workspace Actions and the same access levels in the workspace User Access Levels as the template user.

It is not possible to log on to Maconomy using a template user name, and hence a template user cannot make any registrations. However, in the workspaces Users, User Access Levels and Actions, you can set up the template user as desired.

Validity Island

Field	Description
Period	In this field, you can specify the range of dates in which the current user is valid. It is not possible for a user whose period has expired to log on to Maconomy or the Portal. If you do not enter a validity period, Maconomy transfers the period from the template user of the specified user type.
Password Expiry Date	In this field, you can specify the last date on which the user’s access code is valid. Once the date has expired, the user will only have access to the workspace Change Password when logging on. However, the date can be changed here.
Password Blocked	This field shows whether the user’s access code has been blocked. The field is automatically marked when an incorrect access code has been entered three consecutive times when logging onto Maconomy. When this field has been marked, the user can no longer log on to Maconomy.

Portal Island

This island and its fields only appears if the Portal has been installed. For further information, see the section “Groups and Portal Roles.”

Field	Description
Standard Component	In this field, you can specify the ID of a default component for the current user. The standard component is shown in the Portal immediately after logon, and will overrule any standard components specified for the roles assigned to the user (by assigning the user to groups in the sub-tab).
Client Type	In the Portal, it is possible to open Maconomy workspaces using either Maconomy’s Java™ client or the regular Maconomy Windows client, for instance when activating a Maconomy Window component or activating a tab which shows a Maconomy workspace. In this field, you can specify the type of client to be used for the current user.

Database User Name Island

Field	Description
Name	If the current user is to have access to the Maconomy’s underlying database, enter the name of a database user in this field. This name is assigned to the current user and must subsequently be used when requesting access to Maconomy’s database. Please note that if your Maconomy system is running on a DB2 database, this field does not cause a database user to be created, as the field is only used for linking the current user to an existing database user. Therefore, the database user name must be created in the database before the name is entered in this field.
Password	When creating a database user, enter a password in this field. Note that the first character entered must be a letter and that the password cannot contain any space characters. This password must be supplied when logging on to the database using Maconomy’s ODBC driver, along with the database user name specified in the field above. Following the creation of the current user and the entry of information in the fields in this island, the contents of the fields are automatically removed by Maconomy. Consequently, the field will appear empty when this workspace is reopened, even though a password has been entered. The password can then be changed by the current user in the workspace Change Database Password. Please note that if your Maconomy system is running on a DB2 database, you cannot enter a password here, as the password is assigned when the database user is created. As the database user must be created separately before being assigned to a user in this workspace, it is therefore not possible to enter a password here.

Field

Description

Name

If the current user is to have access to the Maconomy’s underlying database, enter the name of a database user in this field. This name is assigned to the current user and must subsequently be used when requesting access to Maconomy’s database.

Please note that if your Maconomy system is running on a DB2 database, this field does not cause a database user to be created, as the field is only used for linking the current user to an existing database user. Therefore, the database user name must be created in the database before the name is entered in this field.

Password

When creating a database user, enter a password in this field. Note that the first character entered must be a letter and that the password cannot contain any space characters. This password must be supplied when logging on to the database using Maconomy’s ODBC driver, along with the database user name specified in the field above. Following the creation of the current user and the entry of information in the fields in this island, the contents of the fields are automatically removed by Maconomy. Consequently, the field will appear empty when this workspace is reopened, even though a password has been entered. The password can then be changed by the current user in the workspace Change Database Password.

Please note that if your Maconomy system is running on a DB2 database, you cannot enter a password here, as the password is assigned when the database user is created. As the database user must be created separately before being assigned to a user in this workspace, it is therefore not possible to enter a password here.

Network Username Island

Field	Description
Name	If the add-on “Single Sign On” (SSO) has been installed, you can access Maconomy using the Maconomy Portal immediately after logging on to a Microsoft network. If SSO uses the method “name mapping” to match the network name with a Maconomy user name, enter the network name of the user in this field, and the network domain name in the field “Domain Name” in the field below. When the user has logged on to the Microsoft network and launches the Maconomy Portal, the user will automatically log on to Maconomy. For more information, please see the special “Single Sign On” add-on reference documentation. Note that Microsoft automatically converts the network name to capital letters. Consequently, in order for the network name to match the name in this field, the name must be written in capitals in this field.
Domain Name	In this field, you can enter the name of the domain in the Microsoft network to which the current user belongs. For more information about the functionality of this field, please see the description of the field “Name” above. Note that Microsoft automatically converts the network domain name to capital letters. Consequently, in order for the name to match the domain name in this field, the name must be written in capitals in this field.

Field

Description

Name

If the add-on “Single Sign On” (SSO) has been installed, you can access Maconomy using the Maconomy Portal immediately after logging on to a Microsoft network. If SSO uses the method “name mapping” to match the network name with a Maconomy user name, enter the network name of the user in this field, and the network domain name in the field “Domain Name” in the field below. When the user has logged on to the Microsoft network and launches the Maconomy Portal, the user will automatically log on to Maconomy. For more information, please see the special “Single Sign On” add-on reference documentation.

Note that Microsoft automatically converts the network name to capital letters. Consequently, in order for the network name to match the name in this field, the name must be written in capitals in this field.

Domain Name

In this field, you can enter the name of the domain in the Microsoft network to which the current user belongs. For more information about the functionality of this field, please see the description of the field “Name” above.

Note that Microsoft automatically converts the network domain name to capital letters. Consequently, in order for the name to match the domain name in this field, the name must be written in capitals in this field.

User Island

See the Getting Started topic for a description of the fields in the island User.

Dimension Combination Island

Field	Description
Dim. Comb. No.	In this field, you can enter the number of a dimension combination of the type “Dimension Derivation” created in the workspace Dimension Combinations. If you specify a dimension combination, Maconomy will use the values in this dimension combination when deriving dimensions from the current user. However, any dimension derivation values specified in this island will be used instead of those specified for the same dimensions in the dimension combination. This means that the dimension combination only applies to the dimensions for which no value has been entered on the user information card.

Field

Description

Dim. Comb. No.

In this field, you can enter the number of a dimension combination of the type “Dimension Derivation” created in the workspace Dimension Combinations.

If you specify a dimension combination, Maconomy will use the values in this dimension combination when deriving dimensions from the current user. However, any dimension derivation values specified in this island will be used instead of those specified for the same dimensions in the dimension combination. This means that the dimension combination only applies to the dimensions for which no value has been entered on the user information card.

Derived Company Island

Field	Description
Company No.	In this field, you can enter a value for the dimension Company if you want a value to be derived from the current user. If you also want the specified value to overwrite existing values for the dimension, complete the field “Overwrite.” If you do not choose overwriting, the dimension value will only be derived if the dimension field for which derivation is taking place has neither been completed manually nor by entering a registration code. Even if you have specified a dimension combination in the field “Dim. Comb. No.” above, a value entered in this field will be used rather than the value (if any) found for this dimension in the dimension combination in question. This means that the dimension combination only applies to this dimension if you have not entered a value in this field. Please note that if a dimension combination has been specified in the field “Dim. Comb. No.,” a mark in the field “Overwrite” will only have effect if you have also entered a dimension value. If you mark the field “Overwrite,” but you do not enter a dimension value in this field, the “Overwrite” field is ignored, as dimension values and overwriting specification are always retrieved together from the same dimension derivation island, dimension combination or dimension combination line. See the section on dimension derivation in the chapter “Introduction to the G/L Module” as well as the description of the workspaces Dimension Derivations and Dimension Combinations in the G/L module for further information about dimension derivation.

Field

Description

Company No.

In this field, you can enter a value for the dimension Company if you want a value to be derived from the current user. If you also want the specified value to overwrite existing values for the dimension, complete the field “Overwrite.” If you do not choose overwriting, the dimension value will only be derived if the dimension field for which derivation is taking place has neither been completed manually nor by entering a registration code.

Even if you have specified a dimension combination in the field “Dim. Comb. No.” above, a value entered in this field will be used rather than the value (if any) found for this dimension in the dimension combination in question. This means that the dimension combination only applies to this dimension if you have not entered a value in this field.

Please note that if a dimension combination has been specified in the field “Dim. Comb. No.,” a mark in the field “Overwrite” will only have effect if you have also entered a dimension value. If you mark the field “Overwrite,” but you do not enter a dimension value in this field, the “Overwrite” field is ignored, as dimension values and overwriting specification are always retrieved together from the same dimension derivation island, dimension combination or dimension combination line.

See the section on dimension derivation in the chapter “Introduction to the G/L Module” as well as the description of the workspaces Dimension Derivations and Dimension Combinations in the G/L module for further information about dimension derivation.

Derived Account Island

Field	Description
Account No.	The functionality of this field is similar to that of the field “Company No.” above.

Derived Dimensions Island

Field	Description
Location	The functionality of this field is similar to that of the field “Account No.” above.
Entity	The functionality of this field is similar to that of the field “Company No.” above.
Project	The functionality of this field is similar to that of the field “Company No.” above.
Purpose	The functionality of this field is similar to that of the field “Company No.” above.
Spec. 1-3	The functionality of these fields is similar to that of the field “Company No.” above.
Local Spec. 1-3	The functionality of these fields is similar to that of the field “Company No.” above.

Object Reference Island

Field	Description
Database Relation	If the current user was created on the basis of another type of information, for example, a customer, this field shows the name of the database relation containing the type of information in question. For further information on creating users on the basis of other types of information, see the introduction to this workspace as well as the introduction to the workspace User Types and the action “Create New Users” in the same workspace.
Relation Name	This field shows the external name of the relation specified in the field “Database Relation” above.

Field

Description

Database Relation

If the current user was created on the basis of another type of information, for example, a customer, this field shows the name of the database relation containing the type of information in question. For further information on creating users on the basis of other types of information, see the introduction to this workspace as well as the introduction to the workspace User Types and the action “Create New Users” in the same workspace.

Relation Name

This field shows the external name of the relation specified in the field “Database Relation” above.