User Management: Adding and Editing User Accounts

This topic discusses the User Details form for adding and editing user accounts.

Adding and Editing User Accounts

To add or edit a user account:

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
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: Department User Type Company Can Create Workspaces Workspace Modules Security
	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.
	Email	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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User Management: Adding and Editing User Accounts

Adding and Editing User Accounts

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