Creating or modifying the user profile

Use this page to create or modify the user profile profiles created for a company.

  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

    Select this check box to assign administrator role to the user.

    Note: 

    A user with administrator role can modify other user profiles.

    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.
    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 the 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
    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: Enables you to delete a 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: Enables 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.