User

Overview

To access the application, each User must have a valid unique User code and a password. The User window allows a system administrator or other authorized user, to define user codes and passwords.

 

Navigation

Admin ► System Security ► Users ► Users

 

User screen Field and Tab

Field

Description

User Id

Unique identification code of the users.

NameName of the Users.
Password DateTimeThe date and time that the password was created.
Is logged inNot active field in insert mode. Check box active means the users logged in. It is auto-generated field by the system.
Last Login Date timeNot active field in insert mode. Last login date of the users. It is auto-generated field by the system.
ActiveActive Status - if checked, User is active.
Authentication StatusThe status of the user creation as approved by the admin.
Authentication TypeChoices include LDAP (Lightweight Directory Access Protocol), Local, and Trusted
Expire CredentialsThe expiration of the credentials given to the users.
Default LanguageUsers selects among the available languages the one that will be presented as the default.
Created byThis field shows the username of the users who create the users.
Created On
Creation date of the users.
AdministratorAdministrator Status - if checked, the user will be an Administrator.
Address TabTab shows information of the address of the users.
Contacts TabTab shows information of contact details of the users.
Functional Class TabAdd or remove functional classes for the users.
Feature TabAdd or remove features for the users.
User Security Group TabCollection of one or more security groups associated with the users.
Operation Allowed Start DateThe beginning date for the user to start its activity.
Operation Date TimeThe date and time of operation.
RemarksComments regarding the user feature.
ReasonReason behind the suspension of a user activity.
Operation Allowed End DateThe last date for the user to end its activity.

 

 

Attachment

Objective

System allows to attach files for additional user's information.

Attachments Tab screen fields:

 

FieldsDescriptions
IdConsecutive number auto generated by the system. It will be unique within the system.
Attachment ClassificationType of fhe attachment 
LanguageLanguage for the title and description
TitleTitle of the Attachments
DescriptionDescription of the attachments
AttachmentSystem allow to selete and upload supporting file. File type can be: pdf, doc, xls, jpg, etc
Date TimeDate and Time of the last operation performed on the attachment document. Visible for the user. Automatically assigned by the system.
DateDate of the attachment information. Manually updated by the User.
UserLast user who uploaded or updated the document. Visible for the user. Automatically assigned by the system.

 

 

Features Tab

Overview

Features Tab allows and disallows features for users.

 

Features Tab screen Field

Field

Description

Disallow Read

Turn on flag if user can’t read the specified entity.

Disallow Save

Turn on the flag if the user can’t save the specified entity.

Disallow Update

Turn on flag if user can’t update the specified entity.

Disallow Delete

Turn on the flag if the user can’t delete the specified entity.

Hide from menu

Turn on flag if entity is hidden from the user’s menu.

Read Only Form

Turn on the flag if entity screen in read-only form for the user.

 

Functional Class Tab

Overview

The Functional Class Tab is used to specify a user’s functional class on their profile. Functional Class tab relates a user with the requisite functional class. From a list of pre-created functional classes, a functional class for the said user is to be selected.

For details regarding Functional Class, refer to the link below.

 

User Security Group Tab

Overview

User Security Group Tab relates security group with a user. The Security Group is to be selected from the look up button in the user screen.

For details regarding Security Group, refer to the link mentioned below: 

FieldsDescription
CodeThe unique identification of the security group.
DescriptionThe description of the security group.
Security Group Restriction TabThis Tab is used to include security group restriction information.
User Security Group TabThis Tab is used to include security group information.

 

Addresses Tab

Overview

User 's address is taken into record through this tab. One user may have more than one address.

 

Addresses Tab screen Fields

Field

Description

Is Main

If checked, indicates that this address is the user’s main address.

Region

The region in which the address is located.

Address Type

The type of address being input is either, “Unknown”, “Home”, or “Work”.

Address

The actual address of the user.

Location

The location of the user’s address.

City

The city of the user’s address.

State

The state of the user’s address.

Zip Code

The zip code of the user’s address.

CountrySpecifies the country name.

 

Contacts Tab

Overview

Contacts refer to contact of the said user. A user may have more than one contacts.

 

Contact Tab screen Fields

Field

Description

Is Main

Whether the contact added, is the main address, gets mentioned in this field.

Contact Type

The kind of contact is selected from the drop-down box in this field. For example, it can be a phone, mobile, or e-mail, etc.

Contact Location Type

Whether the contact mentioned home address, work address, gets mentioned.

Contact Value

The contact is defined in this field.

Language

It's used to define the contact’s description.

Description

Description regarding the contact is mentioned in this field.