Common
User Management H
Use this page to:
To access this page, select
NOTE: Excel Integration has been enabled on this page to allow for Excel-driven user management. Refer to Use Excel Integration and the Knowledge Base article Use Excel Integration to Create or Update Multiple User Accounts for more information.
Field |
Description |
Set Password and Notify User |
Click to send the “user creation email” to a newly created user that has not logged in. This email is sent only the first time. When this icon is clicked for an existing user that has previously logged in, the user receives a “password reset” email. Both emails contain a temporary password and a link to log into the system. At which time, the user is prompted to change the password. Refer to the Parameters - User Management page for more information about the content of the email sent to the user. NOTE: The Set Password and Notify User icon is disabled for users with security set through Windows Authentication. |
Security Roles |
Click to open the User Role page to assign a user to a security role. Security roles drive user security and are assigned to users at the role level. Security roles can also be defined by an Administrator. NOTE: Assigning roles to users using either method (Common or System Administration) produces the same results. |
USER ID |
Displays ID associated with user used to log in to the Platform. |
NAME |
Displays the name of user associated with the User ID. |
E-MAIL ADDRESS |
Displays the email address of the user associated with the User ID. This email address is used for all workflow notifications. |
LANGUAGE ID |
Displays the language used for the user’s session. |
CALENDAR ID |
Displays the calendar assigned to the user. Refer to Use a Calendar in Common for more information about setting up calendars. |
User Management V
Use this page to Send a Temporary Password to a User.
Field |
Description |
User Id |
Displays ID associated with user used to log in to the Platform. |
Name |
Displays name of user associated with the User ID. |
Security Information |
|
Windows User Name |
Displays the login name used for Microsoft Windows to log in to the Platform. This field is used if Integrated Authentication is enabled to validate against the Windows domain. |
Expiration Date |
Displays date when the user’s access to the DSP® will be terminated. If blank, the user’s access will not expire. |
Anonymous |
If enabled, the user is an anonymous user. An anonymous user does not log in to the Platform, but is navigated directly to a specific Platform page via a workflow link. |
Resend User Creation EMail |
Click to resend the new user creation email for the selected user. This happens for a new user who has not logged into the system or an existing user who has logged into the system. The email contains the user name and a temporary password Refer to the Parameters - User Management page for more information about the content of the email sent to the user. NOTE: The Resend User Creation Email icon is disabled for users with security set through Windows Authentication. |
Defaults |
|
Language ID |
Displays the language used for the user’s session. |
Default Page ID |
Displays page that opens when the user first logs in to the Platform. The default value is the Platform Site page. |
Style ID |
Displays style used within the DSP® for the logged in user. The style controls colors, fonts, etc. of the user interface. |
Calendar ID |
Displays the calendar assigned to the user. Refer to Use a Calendar for more information about setting up calendars. |
Contact Information |
|
Telephone |
Displays the phone number of the selected user. |
Telephone Extension |
Displays the telephone extension of the selected user. |
E-Mail Address |
Displays the email address of the user associated with the User ID. This email address is used for all workflow notifications. |
Format Options |
|
Locale ID |
Displays the locale used to translate date and number formats for the user. |
Logs |
|
View Log In History |
This icon is not used. |