imported>Aeric |
imported>Aeric |
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| <noinclude>__NOINDEX__</noinclude>
| | #REDIRECT [[Personal Settings]] |
| ===Basic Information===
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| :{| class="tight-rows"
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| |-
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| |'''First Name''' || User's first name as you would like it to appear in the platform
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| |-
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| |'''Last Name''' || User's last name as you would like it to appear
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| |-
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| |'''Title''' || User's professional title
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| |-
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| |'''Reports To''' || Manager or supervisor
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| |-
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| |'''Access Profile''' || The [[Access Profile]] assigned to the user
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| |-
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| |'''Accessibility Mode'''
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| | This option causes a menu chosen from the platform header (for example, the gear menu) to appear as a dropdown list, instead of in a pop-up window. It is intended for screen-reading software that can read such lists.
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| |-
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| |'''Employee Number''' || Optional identification number for each employee
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| |-
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| |'''User License Type'''
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| | ''Site User'' or ''Platform User'' (This option appears only in a tenant-management domain.)
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| |}
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| | |
| ===Locale Information===
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| :{| class="tight-rows"
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| |-
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| |'''Time Zone''' || Choose a time zone from the drop-down list.<br>''Learn more:'' [[Time Zone Codes]]
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| |-
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| |'''Date Format''' || Choose a [[Date Format]] from the drop-down list
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| |-
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| |'''Language''' || User's language. (Only shown if Multiple Languages have been selected in [[Company Information]].)
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| |}
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| | |
| ===Login Information===
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| :{| class="tight-rows"
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| |-
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| |'''Email''' || The user's email address, used for sending and receiving email through the platform
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| |-
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| |'''Username''' || {{:username}}
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| |-
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| |'''Active''' || Selecting this option indicates that the user account is active
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| |-
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| |'''Mobile Access''' || Allows a user to access the platform using a mobile device.
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| {{#ifeq: {{PAGENAME}} | Users |
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| |-
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| |'''Single Sign-On
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| | This option appears when [[Single Sign-On]] is enabled. It allows a user to login to an organization's secure network with a single [[username]] and password, and then access the platform without having to log in again.
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| | |
| The following options are displayed, depending on the configuration:
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| :'''Single Sign-On - Pass Thru'''
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| ::Supply address information for a custom authentication server.
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| | |
| :'''Single Sign-On - Delegated Authentication'''
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| ::If checked, Single Sign-on is enabled for this user
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| | |
| :'''Single Sign-On - SAML'''
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| ::Either a ''Federation Id'' or platform ''User Id'' field is displayed.
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| :::- If blank, Single Sign-on is disabled for this user
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| :::- Enter a value to enable Single Sign-On for this user
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| ::::'''UserId''' is the [[Record Id]] of the user that is logged in
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| ::::'''Federated Identity''' acts as a user's authentication across multiple IT systems or organizations
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| }}
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| |}
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| | |
| ===Team Membership===
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| :{| class="tight-rows"
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| |-
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| |'''Primary Team''' || The [[Team]] the user belongs to
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| |}
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| {{#ifeq: {{PAGENAME}} | Users |
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| ===Startup Information===
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| :{| class="tight-rows"
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| |-
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| |'''Initial Application''' || The first application the user sees after logging in.
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| |-
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| |'''Role'''
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| | The user's initial Role in the application. (Additional Roles can be assigned later, using the [[Application Access]] settings.)
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| |-
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| |'''Send Welcome and Login Information by Email'''
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| | A message is sent to the user, welcoming them to the platform, and telling them what they need to know to log in.}}
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| |}
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| | |
| ===Contact Information===
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| Put your personal contact information in this section
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| :{| class="tight-rows"
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| |-
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| |'''Phone'''
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| |-
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| |'''Mobile Phone'''
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| <!--
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| |-
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| |'''Forwarding Phone Number'''<br>Used when the system forwards an incoming message to the user's phone.
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| -->
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| |-
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| |'''Fax'''
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| |-
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| |'''Street Address'''
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| |-
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| |'''City'''
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| |-
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| |'''State/Province'''
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| |-
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| |'''Postal/Zip Code'''
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| |-
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| |'''Country'''
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| |}
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