AgileApps Support Wiki

Difference between revisions of "User Settings"

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===Basic Information===
===Basic Information===
:{| border="1" cellpadding="5" cellspacing="1"
:;First Name:User first name as you would like it to appear in the platform
|-
:;Last Name:User last name as you would like it to appear
|'''First Name''' || The first name of the user
:;Title:User's professional title
|-
:;Reports To:The person on your team to whom you report.
|'''Last Name''' || The last name of the user
:;Access Profile:The [[Access Profile]] assigned to the user
|-
:;Flex User:
|'''Company''' || The company where the user is employed
:;Accessibility Mode:
|-
:;Employee Number:Optional identification number for each employee
|'''Title''' || The professional title of the user
:;User License Type:User's license type: ''Site User'' or ''Platform User''<br> (This option appears only in a tenant-management domain.)
|-
|'''User License Type''' || License Type; choose ''Site User'' or ''Platform User''<br> (This option appears only in a tenant-management domain.)
|-
|'''Reports To''' || The person on your team to whom this new user reports to
|-
|'''Access Profile''' || Select an [[Access Profile]] from the lookup window
|-
|'''Employee Number''' || The user's work or sales territory and employee number; if a user supports multiple territories, include each territory, separated by commas
|}


===Locale Information===
===Locale Information===
:{| border="1" cellpadding="5" cellspacing="1"
:;Time Zone:Choose a time zone from the drop-down list.
|-
::''Learn more:'' [[Time Zone Codes]]
|'''Time Zone''' || Time Zone, based on [[Time Zone Codes]]
:;Date Format:Choose a [[Date Format]] from the drop-down list
|-
:;Language: User's language. (Only shown if Multiple Languages have been selected in [[Company Information]].)
|'''Date Format''' || Choose a [[Date Format]] from the drop-down list.
|-
|'''Language''' || User's initial language.<br>(Only shown if Multiple Languages has been specified in [[Company Information]].)
|}


===Login Information===
===Login Information===
:{| border="1" cellpadding="5" cellspacing="1"
:;Email:The user's email address, used for sending and receiving email through the platform
|-
:;Username:{{:username}}
|'''Email''' || The email address to use for sending and receiving email through the platform
:;Active:Selecting this option indicates that the user account is active
|-
:;Enable Mobile Access:Allows a user to access the platform using a mobile device.
|'''Username''' || {{:username}}
:;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 Thru'''
|'''Active''' || Makes this User's account active
:::Supply address information for a custom authentication server.
|-
::*'''Single Sign-On - Delegated Authentication'''
|'''Single Sign-On''' ||
:::*Checkbox
If [[Single Sign-On]] is enabled, one of the following options is displayed, depending on the configuration:
:::*If checked, Single Sign-on is enabled for this user
:*'''Single Sign-On - Pass Thru'''
::*'''Single Sign-On - SAML'''
::Supply address information for a custom authentication server.
:::*Either a ''Federation Id'' or platform ''User Id'' field is displayed.
:*'''Single Sign-On - Delegated Authentication'''
::::*If blank, Single Sign-on is disabled for this user
::*Checkbox
::::*Enter a value to enable Single Sign-On for this user
::*If checked, Single Sign-on is enabled for this user
:::::*UserId is the [[Record Id]] of the user that is logged in
:*'''Single Sign-On - SAML'''
:::::*Federated Identity acts as a user's authentication across multiple IT systems or organizations
::*Either a ''Federation Id'' or platform ''User Id'' field is displayed.
:::*If blank, Single Sign-on is disabled for this user
:::*Enter a value to enable Single Sign-On for this user
::::*UserId is the [[Record Id]] of the user that is logged in
::::*Federated Identity acts as a user's authentication across multiple IT systems or organizations
|}


===Team Membership Information===
===Team Membership===
:{| border="1" cellpadding="5" cellspacing="1"
:;Primary Team: {{:Primary Team}}
|-
|'''Primary Team''' || {{:Primary Team}}
|}
 
===Address and Contact Information===
:{| border="1" cellpadding="5" cellspacing="1"
|-
|'''Phone''' || The user's telephone number, including area code
|-
|'''Mobile Phone''' || The user's mobile phone number, including area code
|-
|'''Fax''' || The user's fax number, including area code
|-
|'''Street Address''' || The user's street address
|-
|'''City''' || The user's city
|-
|'''State''' || The user's state or province
|-
|'''Postal/Zip Code''' || The user's postal or zip code
|-
|'''Country''' || The user's country
|-
|'''Receive Newsletter''' || Get emailed newsletters from the company, whenever they are sent
|-
|'''Send Welcome & Login Information by Email''' || Notify the user by email of changes in their account
|}
 
When a User is added, the record remains in the database, and the tasks and activities associated with that user are tracked in the [[Audit Log]].

Revision as of 23:05, 15 August 2013

Basic Information

First Name
User first name as you would like it to appear in the platform
Last Name
User last name as you would like it to appear
Title
User's professional title
Reports To
The person on your team to whom you report.
Access Profile
The Access Profile assigned to the user
Flex User
Accessibility Mode
Employee Number
Optional identification number for each employee
User License Type
User's license type: Site User or Platform User
(This option appears only in a tenant-management domain.)

Locale Information

Time Zone
Choose a time zone from the drop-down list.
Learn more: Time Zone Codes
Date Format
Choose a Date Format from the drop-down list
Language
User's language. (Only shown if Multiple Languages have been selected 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
Enable 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 Thru
Supply address information for a custom authentication server.
  • Single Sign-On - Delegated Authentication
  • Checkbox
  • If checked, Single Sign-on is enabled for this user
  • Single Sign-On - SAML
  • Either a Federation Id or platform User Id field is displayed.
  • If blank, Single Sign-on is disabled for this user
  • Enter a value to enable Single Sign-On for this user
  • UserId is the Record Id of the user that is logged in
  • Federated Identity acts as a user's authentication across multiple IT systems or organizations

Team Membership

Primary Team
Each user must be assigned to a Primary Team.
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