Information Tab
Use the fields on this tab to set up or update user information, such as password, status, and preferences.
If you plan to assign a default company to a user on this screen, you must first set up the company on the Configure Company Information screen.
User Information
Use the fields in this group box to enter employee ID, telephone, and location data.
| Field | Description |
|---|---|
| Employee ID |
Enter, or click
You must first set up the employee ID on the Manage Employee Information screen. |
| Phone |
Enter this user's phone number. To receive text message notifications, enter a mobile number. |
| Extension |
Use this field to enter the user's phone number extension. To allow this user to change the phone and extension information on the Configure User Preferences screen, select the Phone and Extension check box in the Preferences User Can Change section. |
| Mobile Carrier | If you entered a mobile number in the Phone field, you must select the associated mobile phone carrier to allow this user to receive text message notifications. |
| Locale ID |
Enter, or click
You must first set up locale IDs on the Manage Locales screen |
|
Enter the user's email address. |
|
| Preferred Notification Method | Select notification methods for Costpoint to use for informing this user of application updates. The options are:
The default notification method is based on the preferred notification method set in Configure System Settings. Costpoint must be configured for Skype for Business for the IM option to display. The Device Notification method will send the user alerts on their laptop or mobile device, using the default notification method of the device. If you select multiple methods, for example Email and IM, Costpoint will send the user an email and an IM message when corresponding events occur.
|
to select, an existing employee ID for this user.
Status
Use this group box to enter the user deactivation date, password change information, last login date, and batch process/report completion data.
| Field | Description |
|---|---|
| Deactivation Date |
Enter, or click
 to select, the deactivation date, if applicable for the user. From this date onward, the user will no longer be able to log into Costpoint.
Note: If you selected the
Verify Employee Status at Login check box on the Configure System Settings screen, Costpoint compares the date you entered here to the
Termination date on the Employee Info tab of the Manage Employee Information screen. If the
Termination date and the
Deactivation Date are the same, the user can still enter Costpoint on the deactivation date. If the
Termination date is later than the
Deactivation Date, the user will not be able to log in to Costpoint on the deactivation date.
|
| Date Password Changed |
This field displays the date the user last changed his Costpoint login password on the Configure User Preferences screen. Note: You can select the
Can Change Password check box in the
Preferences User Can Change group box to allow this user to change password data on the Configure User Preferences screen.
When creating new user data, Costpoint automatically populates this field with the current date. This field, in conjunction with the Password Life field in the Corporate Settings group box on the Configure System Settings screen, determines when a user will be forced to change his password. You can change this date to a later date to give the user more time before being forced to change the password, or change it to an earlier date to force the user to change the password sooner. |
| Last Login Date |
This field automatically displays the date the user last logged into Costpoint. Enter or, click
|
| Force Password Change |
Select this check box to force the user to change their password upon login. Initially, you must provide this user a password using the Authentication tab and select this check box to force this user to change that password upon first login. You should also select this check box when users forget their password and you need to provide them with a new password. |
| Notify When Batch Job is Completed |
Select this check box to have Costpoint send an email when a process/report is completed in batch mode. |
| Allow User to Override Batch Job Priority |
Select this check box to allow this user to override the priority level of a batch job when using Costpoint's submit batch job function. |
| Can Report Issues From Application Screen |
Select this check box to allow this user to report issues through the System Error dialog box and/or Help Menu. |
Preferences User Can Change
Use this group box to enter permissions for information that this user can change.
If users are enabled to change any of the information to their personal preferences, they can do so on the Configure User Preferences screen.
| Field | Description |
|---|---|
| Name |
Select this check box to allow this user to update the User Name field on the Configure User Preferences screen. |
| Notification Options |
Select this check box to allow this user to change their preferred notification method and to select or clear the Notify When Batch Job Is Completed check box on the Configure User Preferences screen. |
| Phone and Extension |
Select this check box to allow this user to update the Phone and Extension fields on the Configure User Preferences screen. |
| Register Biometric Device | Select this check box to allow this user to self-register or activate their own biometric device(s). |
| Password |
Select this check box to allow this user to use the fields in the Password Information group box on the Configure User Preferences screen to change his/her password. |
| Default Company |
Select this check box to allow this user to update the Reporting Company and Default Company fields on the Configure User Preferences screen. |