A User is someone who has a user account in the application. Individual users belong to one or more profiles, which define what a user can see and do in the application. They can be anything from an application administrator to a customer with limited member access to a PerfectMind web portal.
Permissions are required to work in the Setup.
When viewing the Users list, you need to choose the Region or Location. You can then filter the list by All, Active, or Disabled users. To view the details for a user click on their Full Name.
Create a User
The Active checkbox has to be selected is the user is to be able to log in and work in the application (an active user). If it is not selected the user will not be able to use the application at all.
The Locked checkbox only appears if the user tried to log in too many times in a row with an incorrect user name and/or password. You can set this as part of the application security features. See: Security
The different tabs are for:
Personal Info: The users name, username for logging in, the permissions Profile that the user belongs to, application alias, company information, and whether or not they are an active user.
Localization Setting: These settings are for the geographical and time information for where the user is working. Settings are for the country, language, date and time format, and time zone.
Profiles: Assign a profile to the user. The profile determines what the user can see and do in the application. (See: Work with Profiles for details.) For multi-location organizations each user will have a Primary (or default) location, and they can have more than one profile (but only one profile per location).
Password: This allows the user to change their password and change their security question.
Customization: This allows the user to customize the appearance of the application, with themes, backgrounds, and images. These customizations only apply to that user when they log in.
Login History: This shows when and from where (IP address) the user logged into the application.
Audit History: This shows what the user was working on and the changes made by the user. The entries are searchable, and the details of changes can be seen by clicking on the audit records in the list.
This creates a new user in the application. A user must be assigned a Profile in order to be able to do anything in the application.
From the applications Setup > Company Setup > Security, click on Users.
Click the New button.
Enter the user's information on the Personal Info tab.
Alias: This is an alternate identification label that can be used in the application, instead of the user's full name, for example. The user John Smith could have an alias of JSmith, or Sales_JS, or whatever you wish.
Active: Checked by default, it means the application recognizes that this is a current user and the user will be able to log in. An Inactive user can not use the application unless made Active again.
Username: This is what the user will need along with their password when logging into the application. Each user must have a unique username in the organization.
Click the Localization Setting tab. Localization Settings allow you to configure the application to format the language and information for an individual. This way they can work in a familiar environment while working with other users who may have completely different settings. These settings override the application settings for the user only.
Select the date format that you want to use. PerfectMind will use your computers settings otherwise.
Select the time format that you want to use, otherwise PerfectMind will use your computers settings.
Select the time zone. PerfectMind will use this when calculating the time for other locations.
Click the Profiles tab.
Select a Profile for the user.
Single Location: Select a profile. Click Grant Access.
Multi-Location: Select a Primary Location (where the user usually belongs or works). Select a location. Select a profile. Click Grant Access. Note: You can add more profiles for the user if you need to. A user can only have one profile per location.
Profile Types.
Administrators: An administrator has access to all records and functions in their location. They have no access to the Setup.
Users: Their permissions and what they can do are defined by the user profiles.
Owners: Global Administrator. Has access to all records and locations and the system functions, such as the Setup. They can create new profiles, objects, page layouts, modify organization settings, add users, etc.
Members: The user has limited access to the application. They can see their own information and limited access to the functionality. Member profiles are usually used for things like a customer or vendor that might have the ability to view their own payment information or update their contact information.
Click the Password tab. You can assign a temporary password for the user. When the user logs in they will have to change it. The application can automatically generate a password and email it to the user if necessary. This password along with their username is what they need to log into the application.
Click the Customization tab.
These allow the user to change the look of the application, and customize it to their personal taste, if the permissions have been set to allow this. The permissions to allow users to change these features are in Setup > Company Setup > Organization > Customization, and are usually set by program administrators.
Click Save to save the new user, or Cancel to return to the list of users without saving the user record.
From the application Setup > Company Setup > Security, click on Users.
Select the Region or Location from the list (for multi-location organizations).
Click on the name of the user that you want to work with.
Select the tabs and change the information.
Click Save to save the changes, or Cancel to return to the list of users without saving the changes.
To maintain data integrity and references, user records are not deleted from the application. A user can be changed from Active to Disabled, which stops all access and activity in the application for that user.
On the Personal Info tab, un-check the Active box so that it is empty.
Profiles
Business Unit Overview
Internationalization Overview
User Properties
Roles
Ownership
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