Adding Users

Field

Description

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.

Access Profile

The access profile assigned to the User. Each User is assigned an access profile, which can be shared by other users. An Access Profile specifies the network locations (IP addresses) from where it is possible to login and administrative permissions. Select one of the following Access Profiles:

Administrator - Provides permissions needed by the System Administrator.

Regular User - Provides permissions that are more appropriate for normal users.

By default, the system administrator can change the Administrative Permissions associated with each Access Profile (except the above mentioned Administrator Access Profile), and can add additional Access Profiles, as needed.

Note:

By default, the Administrator and Regular User Access Profiles are associated with the Development Stage. If you have created a new Access Profile, ensure that the Access Profile you have created is associated with the Development Stage. See Adding or Updating Access Profiles for more information.

Employee Number

Optional identification number for each employee.

Email

Email address of the user. User credentials will be sent to the specified email address.

As soon as you add a new user, two different emails will be sent to the email address. One email will contain the user ID and the other email will contain the temporary password. Use the temporary password to log in. You will be asked to change your password.

Username

User name is a unique name associated with each User and is required to log in. It can be an email address or an alphanumeric text string.

Federation Id

Enter the Federation ID if your Identity Provider passes the Federation ID for Single Sign-On.

Note:

The Federation ID acts as a user's authentication across multiple IT systems or organizations. A federated identity means linking a person's electronic identity and attributes stored across multiple distinct identity management systems.

Partner

Select this option if the user is a Partner user.

Note:

If Allow User Interface Access permission available under Access Profile > Administrative Permissions > Account Controls is not enabled, a Partner User can still perform on-premise tasks.

Force password change on first login

Select this option to force the user to change the login password when logging in for the first time.

Note:

This option is available only when creating a new user.

Active

Select this option to indicate that the user account is active. You can use this option to reactivate a locked or disabled user account.

Field	Description
Time Zone	Choose a Time Zone Code from the drop down list.
Date Format	Choose a Date Format from the drop down list. “mm” is "Month", “dd” is "Day", and “yyyy” is Year. Dates and Times are used throughout the platform, in Appointments, as Start/End Dates in Tasks, Expected Close Date, Estimated Start/End Date, Date Due, and so on. Default formats are specified under the Settings > Company Information > Advanced Information tab. Administrators and Users can change the default selection in the Users screen.
Time Format	Select a 12-hour clock (hh:mm a) with AM/PM, or a 24-hour clock (HH:mm).
Locale	Select the user's locale setting. This setting determines the format for numbers, decimal fields, and percentages.

Field	Description
Phone	Primary phone number for the user.
Mobile Phone	Mobile phone number for the user.
Fax	Fax number for the user.
Street Address	Street address for the user.
City	City for the user.
State/Province	State or province for the user.
Postal/Zip Code	Postal or ZIP Code for the user.
Country	Country for the user.

Note:

A User can log in, and then go to My Profile > Edit to change the user details. The Administrator who created the User can also edit the User details.