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Users are configured in Setup / Users & Accounts / Users / Users |
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The information in this panel reflects the currently selected user. From here you can change user details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified)note: fields with a magenta left border are required).
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In single-sign on environments users pushed from identity providers will be listed here. Most settings for these SSO users will be read-only in LogiSense Billing. User management for these users will occur in the identity provider portal and changes to the user will be pushed to LogiSense Billing. If a user is pushed from an identity provider without a group set on that user then the user will be assigned the ‘Read Only Core’ role in LogiSense Billing until a group is assigned in the identity provider portal. |
User Fields:
User Name: the name that the user will login with
Display Name: a user friendly name which can be displayed on reports
First Name: the first name of the user
Last Name: the surname of the user
Email: the user's email address. On user creation an email will be sent to this address allowing the user to setup their password. Reset password emails will also be sent to this account
API Only User: if set the user will only be able to login and execute APIs, access to the UI (AdminPortal) will be disabled
Role: the role of the user which determines their system permissions
Time Zone: the time zone the user resides in
Locale: determines how dates will be presented to the user. For instance, some regions may present the date as MM-DD-YYYY and others DD-MM-YYYY
User Status: the status of the user which determines if they can access the system. If you need to temporarily disable system access use the ‘Suspended’ option (e.g. if an employee is on leave). If you want to remove system access for a user that will not use the system again (e.g. a former employee who no longer works for the company) set the user to Disabled
Send Reset Password Email: sends the selected user an email that will allow them to reset their password
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