Costpoint Online Help

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 to select, an existing employee ID for this user.

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 to select, the default locale for this user. The field to the right displays the descriptive name of this locale ID. Alternatively, you can use this unlabeled field to search for the descriptive name of the locale ID you want to use when you click .

You must first set up locale IDs on the Manage Locales screen

Email

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:
  • Email
  • System Default
  • Device Notification
  • SMS Message

The default notification method is based on the preferred notification method set in Configure System Settings.

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 SMS Message, Costpoint will send the user an email and a text message when corresponding events occur.

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 to select, a different date.

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.