My Information

{Login Name} > Account Management > My Information

An active User can Edit Personal Information associated with their user record.

In addition, several Actions are available to Login as Proxy for the user and manage Proxy Login Permissions.

Edit Personal Information

Note: Empty fields are only displayed when editing.

To Edit Personal Information:

1. Click > {Login Name} > Account Management > My Information. The User page opens, showing the current settings for your personal information.
2. Click [Edit].
   The Update User page opens. Make changes as desired.
3. Click [Save]

Personal Information

Note: Empty fields are not shown when viewing user settings. They appear only when editing. For a user who is recognized via LDAP Configuration, only the user's Team membership, initial Application, and application Role can be changed. All other information comes from the LDAP directory, where it can be modified.

Basic Information

First Name	User's first name as it should appear in the platform
Last Name	User's last name as it should appear in the platform
Title	User's professional title
Reports To	Manager or supervisor
Access Profile	The Access Profile assigned to the user
Accessibility Mode	Enables Accessibility Mode for those whose vision or motor skills are impaired.
Employee Number	Optional identification number for each employee
User License Type	Site user (an external user for whom there is no charge) or a Platform User (an internal user). (This option appears only in a tenant-management domain.)

Locale Information

Time Zone	Choose a Time Zone Code from the drop-down list.
Date Format	Choose a Date Format from the drop-down list
Time Format	Choose a Time Format from the drop-down list
Locale	The user's locale setting. Determines the format for numbers, decimal fields, and percentages.
Language	User's language. (Only shown if Multiple Languages are specified in Company Information.)

Login Information

Email	The user's email address, used for sending and receiving email through the platform
Username	Username is a unique name associated with each User. Username is required to Login, can be an email address or an alphanumeric text string.
Active	Selecting this option indicates that the user account is active
Mobile Access	Allows a user to access the platform using a mobile device.
Single Sign-On	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. The following options are displayed, depending on the configuration: Single Sign-On - Pass Through Authentication Supply address information for a custom authentication server. Single Sign-On - Delegated Authentication Select the checkbox to enable Single Sign-On for the user. Single Sign-On - SAML A SAML Federated Id field is displayed. A SAML Federated Id is used as authentication across multiple IT systems

Team Membership

This section appears only when adding a new user.

Primary Team

The initial Team the user belongs to

Startup Information

Initial Application	The first application the user sees after logging in.
Role	The user's initial Role in the application. (Additional Roles can be assigned later, using the Application Access settings.)
Send Welcome Email	A message is sent to the user, welcoming them to the platform, and telling them what they need to know to log in.

Contact Information

This section does not appear when adding a new user. Users can fill it in for themselves later, or the admin can fill out by editing the record after the User has been added.

Phone

Mobile Phone

Fax

Street Address

City

State/Province

Postal/Zip Code

Country