On this tab, you can edit the User profile and set User defaults information. You can also view the ${User.Name} profile.
SECTION: USER PROFILE
The properties of the ${User.Name} are displayed in this section.
Most fields are editable indicated by a grey triangle displayed in the lower-right corner of the cell and you can edit/update details in this section.
The following attributes are displayed in the Default view:
- User Login: Displays the login name of the user.
- First Name: Displays the first name of the user.
- Middle Name: Displays the middle name of the user.
- Last Name: Displays the last name of the user.
- Display Name: Displays the display name of the user.
- E-mail: Displays the email address of the user.
- Address: Displays the address of the user.
- City: Displays city name of the user.
- State/Province/Region: Displays the state/province/region information of the user.
- ZIP/Postal code: Displays the Zip or Postal code of the user.
- Country: Displays the country name of the user.
- Office Number: Displays the office number of the user.
- Home Number: Displays the home number of the user.
- Cell Number: Displays the cell number of the user.
- Fax: Displays the fax number of the user.
SECTION: USER SETTINGS
The ${User.Name} settings related information are displayed in this section.
Most fields are editable indicted by a grey triangle displayed in the lower-right corner of the cell and you can edit/update details for this section.
The following attributes are displayed in the Default view:
- Locale: The language selected in the Setup > Company > Logo and Defaults tab is displayed here. This field is editable and you can select a new Locale from the drop-down list.
- Calendar Enabled: If this check box is selected, then the Calendar is enabled for the respective user and vice versa.
- Send Notification Emails: Select this check box to send emails or clear it if you do not prefer to send any email notifications to the selected user.
- Include self in BCC list for sent email: Select this check box to send a BCC copy to the logged on user and vice versa.
- E-mail Signature: To include an email signature, click on the text box, and then enter the signature details.
- Display Name: Displays the display name of the user.
- Active: If this check box is selected, then the respective user becomes active, and vice versa.
- Address: Displays the address of the user.
- Can Delete Sales Orders: If this check box is selected, then the respective user can delete the existing Sales Orders.
- Cell Number: Displays the cell number of the user.
- City: Displays the city name of the user.
- Country: Displays the country name of the user.
- Created: Displays the user created timestamp details.
- Created By: Displays the name of the user who have created the selected user.
- Default Page Size: Displays the default page size for the selected user.
- E-mail: Displays the email address of the user.
- Enable Mobile App?: If this check box is selected, then the Mobile applications are enabled for the selected user.
- Fax: Displays the fax number of the user.
- First Name: Displays the first name of the user.
- Home Number: Displays the home number of the user.
- Home Supplier: Displays the name of the home supplier.
- Last Name: Displays the last name of the user.
- LDAP User: If this check box is selected, then the selected user becomes an LDAP user, and vice versa.
- Middle Name: Displays the middle name of the user.
- Modified: Displays the user modified timestamp details.
- Modified By: Displays the name of the user who have modified the selected user previously.
- Office Number: Displays the office number of the user.
- Role Played: Displays the role played by the selected user.
- Send External URL: If this check box is selected, then the selected user can send the External URL, and vice versa.
- SSO User: If this check box is selected, then the selected user becomes an SSO user, and vice versa.
- State/Province/Region: Displays the state/province/region information of the user.
- User Login: Displays the login name of the user.
- View All Orders: If this check box is selected, then the selected user can view all orders, and vice versa.
- ZIP/Postal code: Displays the Zip or Postal code of the user.
SECTION: DELEGATION
The following attributes are displayed in the Default view:
- Delegate To: Displays the user name to whom the delegation is assigned.
- Delegation Begins: Displays the begin date of the user delegation.
- Delegate Through: Displays the end date of the user delegation.
How to change the user delegation
- In the Delegation section, click on the Change Delegation link. The Change Delegation dialog box is displayed.
- In the Change Delegation dialog box, enter details for the following field:
- Delegate To: From the drop-down list, select the user.
- Delegation Begins: Click on the Calendar icon and select an appropriate delegation begin date.
- Delegate Through: Click on the Calendar icon and select an appropriate delegation end date.
- Click on Save.
NOTE: The editable fields are displayed with a grey triangle in the lower-right corner of the cell.
NOTE: The commented fields are displayed with a red triangle in the upper-right corner of the cell.
NOTE: The blank cell option initiates no action.