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 or the User Name field. 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 to select, the descriptive name of the user ID for which you want to update data. 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.

Field

Description

User ID

Use this field to create an identification code for new user data or view an existing user ID retrieved using or the User Name field.

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 to select, the descriptive name of the user ID for which you want to update data.

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.

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 Denyrights 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.
FIDO/Biometric Devices	Click this link to open the FIDO/Biometric Devices subtask to review and edit the user's FIDO devices or security keys.

Costpoint Online Help

Contents of the Manage Users Screen

Identification

Subtasks