Users Page (Fields)
The following describes the fields that could appear on the page depending on how it is configured.
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Field
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Description
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Account active
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When set to Yes, the user will be able to sign in and use Servigistics.
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Can Only Access Assigned Items
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[Used for Field Service Management only]
When checked, the selected user can access only routes, tickets, tasks, and projects to which he/she is assigned.
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Change on next login
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When set to Yes, the user will be forced to change his/her password the next time he/she signs in.
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Customer
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The customer associated with the user.
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Description
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The description of the user.
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First name
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The user's first name.
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Host Planner ID
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The host ID for the user.
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Last Login
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The date and time the user was last signed in to Servigistics.
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Last name
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The user's last name.
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Manager
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The user’s manager.
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Maximum records visible on price actions
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[Used for Pricing Management only]
Enter the maximum number of records that can appear on each page of the Price Actions page grid.
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Password last modified
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The date and time the user's profile was last changed.
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Password Never Expires
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When set to Yes, the user's password never expires (meaning that the user will never have to change it).
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Preferred location
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Indicates the default location that will be automatically selected for the user when first signing in to Servigistics. If no preferred location is chosen, the first location to be selected for the user will be the last location selected before the user signed out.
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Promotions Revenue Impact Approval Limit Amount
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[Used for Pricing Management only]
Applies to promotions.
Enter the maximum amount of change in revenue for a promotion dataset that the user can approve. If the value is exceeded in either direction, the user cannot perform the approval of the promotion, and it stays in the current approval state. If it is within the revenue approval limit range, then the user is allowed to approve the promotion. For example, if you enter 10,000 in the field, the user could approve promotions with a change in revenue between -10,000 and +10,000.
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Report Role
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Each user is assigned a report role. The report role defines what reports and what report data the user is allowed to access.
Used by Intellicus.
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Role Name
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A category of access rights that can be assigned to a user on the Users page. A role can be assigned to users that perform similar functions. By using roles, different sets of users can have different views of the same data without having to grant individual user rights to each user. Valid options are:
• Customer
• Planner (the database name is ARRole)
• Pricing (the database name is PricingRole)
For example, the Planner role could be defined to have access to all Parts Management functionality and the Pricing role could have access to all Price Management functionality.
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Security Mode
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When set to Internal, Servigistics internal authentication will be required for the user. This means that the user must enter his/her Servigistics Sign In Name and Password to access Servigistics.
When set to External, an external authentication will be required for the user, such as LDAP.
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Sign In Name
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The user's sign in name.
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Template Name
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The name of the user template applied to the user.
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User Can Change Password
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When set to Yes, the user will be able to change his/her own password.
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