The 'General' tab is a part of the user record and is where the User's name, login, password, default Location, phone number, and email address are entered. This tab can be used to link the User Record to an Employee Record. If the records are already linked, the linked Employee Record will be displayed. Terminated Users can also be deactivated on this tab.
Users & Security Limits
Users who have permissions related to user management, including creating and editing user roles, permissions, assigned locations, and report roles, can only edit within their own access level. Learn more about user editing restrictions and access levels.
Buttons and Fields
Button/Field | Description | |
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1 | Full Name | The full name of the user. |
2 | Username | The login ID for the user.
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3 | Login Password | The login password for the User.
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4 | Default Location | The default location of the user. This is the location that the user works at most regularly. This value will also set the default Location for the Manager Daily Comment, as well as other manager functions throughout the system.
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5 | Mobile Number | The mobile phone number of the user.
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6 | User Email | The user's email address. This is used for password reset purposes, as well as other email functions throughout the system.
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7 | Inactive | The 'Inactive' checkbox will deactivate the User and the User's User Roles will be removed to ensure that the User is unable to log in to the system.
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8 | Reset Password | Opens a new window with the option to send a password reset link to the user.
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9 | Linked Employee Record | Indicates if the User Record is linked to an Employee Record. If the User Record is linked - This field will display the Employee Record that it is linked to, and will be read-only. Click to view the corresponding Employee Record. If the User Record is not linked - This field will be blank, and will display a drop-down arrow with a listing of all unlinked Employee Records to choose from.
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10 | Can grant access beyond personal level | When enabled, the requirement to share a common location, and the limitation of adding/removing access based on the editing users permissions is lifted. Users with ‘Grant access beyond personal level’ or 'Grant access override’, can edit users without restriction. Users with the setting enabled can:
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