MANAGE USERS

Use this screen to set up user-specific data for Costpoint.

Companies frequently limit access to these screens to system administrators, who can, by using options in these screens, permit users to change a limited number of data fields (such as telephone, password, and some defaults) set up in the Configure User Preferences screen

Use this screen to add a new user or to edit existing user information. This screen has the following tabs:

• Information — Use this tab to enter user information, such as password, status, and assign permissions to change user information.

• Workflow — Use this tab to specify workflow and email user preferences.

• Printing Defaults — Use this tab to enter a user's default Web printing settings and locale (if they differ from the system defaults).

• Authentication — Use this tab to define how Costpoint verifies user login.

• User Interface — Use this tab to specify settings for screen configuration changes.

You must also consider the following when using this screen:

• Before you can assign a default locale to a user in this screen, you must first enter locale information on the Manage Report Locales screen.

• Before you can assign a default printer to a user in this screen, you must first establish a catalog of printers that will be available for selection when printing reports from Costpoint on the Manage System Printers screen. You must already have linked a user to one or more printers using the Assigned Users/User Groups subtask on the Enter/Manage System Printers screen.

• Before you can assign an employee ID to a user in this screen, you must first set up the employee in the Manage User Information screen.

• Before you can assign a default company to a user in this screen, you must first set up the company in client server on the Configure Company Information screen.

• Before you can assign a default taxable entity to a company to which you have enabled user access in this screen, you must first set up the taxable entity on the Configure Company Information screen.

• Before you can assign a default organization security group to a company to which you have enabled user access in this screen, you must first set up the organization security group on the Manage Organization Security Groups screen.

• Before you can assign one or more user groups to this user, you must first enter user group information on the Manage User Groups screen.

After you specify your preferences, click on the toolbar to save your settings.

Location

Identification

Use the fields in this block to create new identification parameters for a user or retrieve an existing user identification for which you want to update data. To retrieve an existing user data, you can either use or the User Name field.

User ID

Use this field to create an identification code for new user data or view an existing user ID retreived using or the User Name field.

When creating new user data, use this field enter the identification code you want to use for the new user. As you enter the ID, each letter displays on the screen in uppercase, even when you enter it in lowercase. This ensures that the same sequence of letters and numbers will map to one Costpoint user ID. For example, if a user enters smithj, SmithJ, or SMITHJ, Costpoint will assign the attributes of Costpoint user SMITHJ to that user.

User Name

Use this field to create a descriptive name for this User ID or retrieve an existing user name for which you want to update data.

When creating new user data, use this field to enter a descriptive name for the user identification you enter in the User ID field.

When updating user data, use this field to enter, or click to select, the descriptive name of the user ID for which you want to update data.

You can select the Can Change Name check box in the Information tab to allow this user to change his/her user name as he/she desires.

Subtask

• Table Information

  Changes to this screen updated the following tables:

  • W_ACTION_RIGHTS

  • W_APP_RIGHTS

  • W_MODULE_RIGHTS

  • W_RS_RIGHTS

  • W_UI_PROF_USERS

  • W_USER_COMPANY

  • W_USER_GRP_USERS

  • W_USER_UGRP_LIST