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 contact information.

  1. Select Setup > Security > Define Users. The Users list page is displayed.
  2. Click New. The User Profile page is displayed.
    You can access this page when modifying the user profile details using the Edit User Profile menu or the Edit option on the User List page.
  3. Specify or modify this information:
    Name
    The name of the user.
    Job Title
    The job title of the user.
    Type
    The type of the user. Possible values:
    • User
    • Contact
    • Contact and User
    Note:  The Contact type user does not log on to the application but can be selected to receive email notifications.
    User ID
    The login ID for the user.
    Admin User
    If this check box is selected, the user can access all the components of the application.
    Note: Administrator user can modify the information of other users.
    New Password
    The password for the user account.
    Confirm New Password
    The password that must be same as specified in the New Password.
    Role
    The user attribute that determines the access to the application.
    Restriction Group
    The user attribute that determines the access to the data related to the customers, facilities, ship to locations, and ship from locations.
    Date Format
    The date format for the user account.
    Language
    The language in which the application is displayed.
    Theme
    The color scheme for the application, specific to the user.
    Number Format
    The number format for the user account.
    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
    The phone number to contact the user.
    Home Phone
    The phone number to contact the user.
    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 address of the user.
    Home Email
    The personal email address 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 options are displayed only to the user with Administrator role.