Creating or modifying the user profile

Use this page to create or modify the user profile details such as the user name, password, user preferences and the contact information.

  1. Select Setup > Security > Define Users.
  2. Click New. The User Profile page is displayed.
    To modify an existing user profile, click Edit. The User Profile page is displayed.
  3. Specify or modify this information:
    Name
    The name of the user.
    Job Title
    The job title of the user.
    Type
    The type of user. Possible values:
    • User
    • Contact and User
    User ID
    The login ID for the user. This is a mandatory field.
    Admin User
    If this check box is selected, the user is assigned the administrator rights and can access all the components of the application. This user can modify other user profiles.
    Admin Current Password
    The password of the Admin User. This field is displayed only for the admin user profile.
    New Password/ Confirm New Password
    The password for the user to login to the application.
    Role
    The role for the user account that determines the user's access to the application.
    Restriction Group
    The restriction group for the user account that determines the user's access to data related to the supplier, facilities and ship to locations.
    Date Format
    The date format for the user account.
    Language
    The language in which the application is displayed.
    Default Facility
    The name of the location from where the requirement for the parts is raised.
    Note: This location is defined by the user and is used as a default facility for different processes.
    Theme
    The color scheme for the application, specific to this user.
    Number Format
    The number format for the user account.
    Default Ship To
    The location at which the parts are received by default.
    Note: This location is defined by the user and is used as a default Ship To for different processes.
    Address
    The address of the user location.
    City
    The name of the city where the user is located.
    Country
    The name of the country where the user is located.
    State/Province
    The name of the state or the province where the user is located.
    Postal Code
    The postal code of the user location.
    Time Zone
    The time zone in which the user is located.
    Work Phone/ Home Phone/ Cellular Phone
    The phone number to contact the user.
    Pager
    The pager number of the user.
    Fax
    The fax number of the user.
    Work Email
    The official email of the user.
    Home Email
    The email id of the user.
  4. Click Submit.
    You can also use these options:
    • Delete: Deletes the user profile. However, the user data is retained in the application data sets.
    • Anonymize: Deletes the user profile. The user personal data such as email, contact and address is masked as '****' in compliance with the General Data Protection Regulation (GDPR).
    • Export XML: Allows you to copy the user data in the .xml format.
    Note: The Anonymize and Export XML values are only displayed to administration role users.