Users (SM201010)

Opens the Restriction groups by user window, where you can view or configure the user’s membership in groups.

This button appears only when you are viewing an existing user.

Required.

The unique login name to authorise this user to log in to the system. Select a user name to view information about the user.

The user type of this user, which defines the set of roles available to the user, the default roles assigned to the user, and the user types for which the user can create, manage, and add users. If you are creating a user account for a contact, you must select a contact-related user type for the user or add a new user type.

To add a new user type, click Edit to the right of the field to open the User types (EP202500) window in a pop-up window and add the type.

This field is not available when you select a domain user.

An employee or contact account that is associated with the user.

If the user you are creating is already defined in the system as an employee or contact account, you can select the appropriate employee or contact name in this field. This will cause relevant elements to be filled in.

The user type you have selected determines whether this field can be left blank and what type of account you can select.

If you have selected an employee-related user type in the User type field or left it blank, you can select an employee account or leave the Linked entity field blank.

If you have selected a contact-related user type in the User type field, you must select a contact account here or add a new contact. To add a new contact account, click Edit to the right of the field to open the Contacts (CR302000) window in a pop-up window and add the contact account. When you save the added contact account, it will automatically be inserted in this field.

Read-only.

The date and time of the last login.