To edit user fields, your role must include the Manage Users and Access privilege.
When setting up a user, these three fields require special care: Status, Reports To, and Role fields. Entries for these fields determine what the user can access, view, and do.
This table describes some field information for users. The fields you see might differ from those in this table. If your role does not include the Manage Users and Access privilege, you won't see all the fields listed here, and the ones you see will be read-only.
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Field
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Description
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Key User Information section
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Status
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Set to Active. For information on the sequence for setting up users' passwords and activating users, see Resetting All Passwords.
NOTE: The application does not allow you to delete users. When an employee leaves your company, change the Status for that user to Inactive.
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Reports To
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Select the manager for the user. Each user must report to a manager for reporting and forecasting purposes.
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Role
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Assign the role according to the access you want to give to that user. To learn about roles, see About Roles and Access Profiles.
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Primary Group
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Group that this user has been added to. Read-only.
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Default Analytics Look In Setting
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(Optional) The book to start in when working with Analytics.
NOTE: The book feature must be enabled.
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Default Look In Setting
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(Optional) The book to start in when working with transactions.
NOTE: The book feature must be enabled.
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User Detail Information section
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Alias
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Enter a short identifier for the user. For example, enter the user's preferred name or nickname.
If you added users through the Quick Add page, all the characters before the @ sign in the email address become the alias.
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User ID
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Unique system identifier for a user to sign in to the application.
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Email
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Complete email address for a user, such as isample@rightequip.com. Users must have a valid email address to be granted access to the application.
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User Geographic Information section
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Language, Locale, Currency, Time Zone
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Company defaults. Users can override this setting when they edit their personal preferences.
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User Security Information
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External Identifier for Single Sign On
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Read-only. For more information, see Setting Up Your Company Profile and Global Defaults).
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Additional Information section
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Theme Name
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Your company administrator sets up the default settings for your theme. You can override this default by clicking the Theme Name drop-down list and then selecting the desired theme.
NOTE: The default theme for new users is contemporary and the default theme for existing users is classic. Users can override this default in their Personal Profile. Your choice of theme has no effect on how the application behaves. Contact Customer Care if you want to suggest other themes.
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Show Welcome Page on Sign in
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To prevent the Welcome page from appearing each time you sign in to the application, clear this field.
NOTE: You can also clear the field from the Welcome page when you first sign in.
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Enable Sync of Team Contacts
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Determines if you want the PIM Sync application to include the synchronizing of contacts that the user owns as well as all contacts the user has access to via Contact Teams. Selecting this option prevents duplicates from being created since each team member is synching back to the same contact record in Siebel CRM On Demand.
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Fund Approval Limit
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For users of Siebel CRM On Demand High-Tech Edition:
Enter the amount limit that this user can approve for each fund request when setting the status to Claim Approved. If the user tries to exceed this limit, an error message appears and the application prevents the fund request approval.
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Authentication Type
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Read-only. For more information, see Setting Up Your Company Profile and Global Defaults.
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Delegated Users section
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Add, Edit or Remove Users
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You can delegate users to view and update your information with the same rights that you have. For more information, see Adding Delegated Users.
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