Contents of the Manage Users Screen
Use the fields and options to configure the Manage Users screen.
Identification
Use the fields in this block to create new identification parameters for a user or retrieve an existing user identification for which you want to update data. To retrieve an existing user data, you can either use
or the
User Name field.
| Field | Description |
|---|---|
| User ID |
Use this field to create an identification code for new user data or view an existing user ID retrieved using
When creating new user data, use this field to enter the identification code you want to use for the new user. As you enter the ID, each letter displays on the screen in uppercase, even when you enter it in lowercase. This ensures that the same sequence of letters and numbers will map to one Costpoint user ID. For example, if a user enters smithj, SmithJ, or SMITHJ, Costpoint will assign the attributes of Costpoint user SMITHJ to that user. |
| User Name |
Use this field to create a descriptive name for this User ID or retrieve an existing user name for which you want to update data. When creating new user data, use this field to enter a descriptive name for the user identification you enter in the User ID field. When updating user data, use this field to enter, or click
Note: You can select the
Can Change Name check box on the Information tab to allow this user to change his/her user name as he/she desires.
|
to select, the descriptive name of the user ID for which you want to update data.
Subtasks
| Subtask | Description |
|---|---|
| Company Access | Click this link to open the Company Access subtask and specify organization security, default taxable entity, and data suppression options for a user. |
| Assigned User Groups | Click this link to open the Assigned User Groups subtask and link one or more user groups to a user. |
| Module Rights | Click this link to open the Module Rights subtask and assign Read-Only, Full, or Deny rights in one or more Costpoint modules to the currently selected user group. |
| Application Rights | Click this link to open the Application Rights subtask and assign Read-Only, Full, or Deny rights in one or more Costpoint applications within a module to the currently selected user group. |
| UI Profiles | Click this link to open the UI Profiles subtask and assign use interface profiles to the currently selected user group. |
| Passkeys | Click this link to open the Passkeys subtask to review and edit the user's biometric devices or security keys. |
| Notification Override | Click this link to open the Notification Override subtask and select specific notification methods for different notification types, for the selected user. |