Logon Management – User Information Options

First/Last Name is the Name of the User Account that is being created/modified. This is the name that appears on the Home Page when user signs in. If the user is being set up at one of the four user levels [Organization Contact, Account Manager, Partner Contact, Partner Rep] then the First/Last Name in the appropriate level table must exactly match the First/Last Name of their logon record. As an example, if a user called Brian Smith is accessing the application at the Account Manager level then he must have a record in the Account Managers Page (accessed from Administration) showing a First/Last Name of Brian Smith and he must also have a logon with access to that workgroup with a User Type of Account Manager.

Username is what they’ll use to login must be unique (across all users of the application). It is strongly suggested that the users individual email address be used as the Username for uniqueness and ease of remembering one’s Username. 

New Password can be anything but it is recommended for ease of implementation that the temporary password for all users be set to some common value such as ‘password’ or the name of your company. The first time the user logs in they will be required to change this initial password setting. If a user has forgotten their password as an administrator you can reset it. The user’s current password is encrypted and cannot be viewed. For security reasons the new password is temporary. When the user logs into the system using the new password they will be instructred to enter a new password.

Group is just for customer identification purposes in order to identify a group of users within a database.

User Type – Defines a type of user. Access to certain features (e.g. record assignment) is restricted base on user type. Select from

Administrator – to manage logons and workgroup configuration
Global User – access to all records in the workgroup
Organization – typically a sales or marketing manager
Account Manager – a sales rep with access limited to assigned records
Partner – a business partner sales or marketing manager
Partner Rep – a business partner sales rep with access limited to assigned records

Default Label Set can be set to Standard Set or customized for a particular company(s). The default label set is the set of labels on the fields that is used when a label set has not been defined for a workgroup. The selected label set is used when the user logs in to a workgroup.  Labels are typically the same for everyone in the workgroup. Changing your labels will change it for everyone in the workgroup. If you’d like personalized labels you can ‘Save As’.

User Status defaults to active. A user can be made Not Active, which prevents them from logging into the system. The user logon can be deleted by setting the Status to Delete – this will make the logon not accessible to the user or the admin level.

Set Security sets the privileges for the user based upon either a standard or custom security template. Using Security Templates makes it quick and easy to set up a new user.

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