This topic discusses the User Details form for adding and editing user accounts.
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- Go to System Admin > Users.
The Users list is displayed. - Click Add or Edit.
The User Details form opens. - Complete the form.
- Click Save.
Field | Description | |
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General | Template User | From the list, select a user account to auto-fill values for the account you are adding. The following values are auto-filled from the selected template user:
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Username | Required. | |
Company | Auto-filled when using a Template User. | |
First, Middle, Last | Required: First, Last. | |
Prefix, Suffix | Provide appropriate prefix or suffix to the account. Optional. | |
Job Title | Type the user's job title. | |
Phone | Type the user's phone number. You can call the user directly from ClientSpace by clicking the phone icon. | |
Required. When you change an Active user to Inactive, the user's email is also inactivated to ensure that system emails are not sent to inactive user accounts. If an account is re-activated the inactive status is removed from the email address. | ||
SMS Email | Used for Two Factor Authentication Notification. | |
Department | Auto-filled when using a Template User. Select a department from the list. | |
Workspace Search | Auto-filled when using a Template User. For Internal users, sets the Search Type for the Workspace Widget. | |
Immediate Supervisor | Select a user from the list. | |
User Settings | Enable Email for this account | Default is enabled. Enables email notification. |
Enable Time Tracking | When selected, this setting displays the Time Tracker panel on dataforms that allow Time Tracking for this user. | |
Load Home Page by Default | Default is enabled (selected). | |
Adjust for DLS | Adjust the clock for daylight savings time | |
Time Zone | Select the user's appropriate time zone. | |
Upload Email Attachments | Default is Yes. Determines if attachments can be uploaded when attaching Activities from the Email Add-In. | |
External Calendar URL | Exposes external calendar events on the ClientSpace calendar. Provide the URL to a shared calendar. | |
Signature | Adds a custom signature message to Email Activities. | |
Administrator Settings | Global Admin | Select to establish the user with admin rights to ClientSpace. |
Change Password Next Login | Select to require a password change on the next login. | |
Default to Next | Default is enabled (selected). Next is the cross-browser support for ClientSpace. | |
Can Create Workshop | Select to allow the user to create workspaces. | |
Send Account Info Email | When this field is selected, the user will receive an email with their username and login instructions. | |
Date to Expire | Set a date to expire the user account. | |
User Type | Auto-filled when using a Template User. | |
Default Workspace | Available when User Type = External. Determines the workspace an external user will be directed to after logging in. | |
Authentication Type | Auto-filled when using a Template User. | |
Ad Hoc Profile | Auto-filled when using a Template User. Used for Business Intelligence reports. | |
Notes | Auto-filled when using a Template User. | |
Out of Office | Enable Out of Office | Default is disabled. When you select this option, the other fields in the fieldset become available. |
Back Up User | Required when Enable Out of Office is selected. Select the user account to receive notifications on behalf of the primary user while the primary user has the Out of Office settings enabled. Notifications are sent for the time range specified by Start Date and End Date. | |
Start Date | Required when Enable Out of Office is selected. Select a start date for the out of office notifications. | |
End Date | Required when Enable Out of Office is selected. Select an end date for the out of office notifications. | |
Active | Default is Active. When selected (checked), indicates the user is Active. When deselected (cleared), indicates the user is Inactive. When you change an Active user to Inactive, the user's email is also inactivated to ensure that system emails are not sent to inactive user accounts. If an account is re-activated the inactive status is removed from the email address. |
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