Title

Academic or similar title, for example, Dr., Professor

Official title

Official civil service or professional title, for example, Purchasing Officer

Last name

Surname of the user

Address

Form of address, for example, Mr. or Mrs.

External no.

Number by which the user can be uniquely identified, for example, by an external system

Initials

Initials of the user's first names

Action designator

The user's function or role, for example, Sales Manager

First name

Christian name of the user

Date of birth

The user's date of birth

Superior

Name of the user's manager for approval purposes. This manager may be assigned as an approver in approval rules.

Enter the name or search for it.

Superior (professional)

Name of the user's line manager. Enter the name search for it.

Company

Company to which the user belongs. Enter the name of the company or search for it.

Region code

Region codes are used to assign regional price groups to basic contracts. When a catalog is assigned to a user, the system checks that the region codes entered correspond with the region codes in the basic contract. If the codes correspond, the user can access the catalog.

Enter the region codes that the user is permitted to use. You can use ? (question mark replaces a single character) and * (asterisk replaces any number of characters) in the numbers. For example, 30* assigns all region codes that begin with 30. Enter only an * (asterisk) to assign all regions.

Personnel number

Personnel number of the user within the company

User name

Name that the user enters when he logs on to the system

Password

Password that the user must enter when he logs on to the system. The password must not be the same as the user name.

If the user forgets his password, you can assign a new password in this field.

Automatically adjust password expiry date

Select this option if the user should change his change his password after the standard number of days specified in the system configuration. For example, if 30 days are specified in the system configuration, the user must change his password every 30 days.

Manually set password expiry date to ... then adjust expiry date automatically

Select this option to specify a date on which the password will expire. Enter the date in the input field. After this date, the user must enter a new password when he logs on to the system. The new password is then valid for the standard number of days specified in the system configuration.

Note: When you click the Save button, the system automatically selects the option Automatically adjust password expiry date, but the date you entered is still displayed. This ensures that after the date specified is reached and the password has been changed, the standard number of days specified in the system configuration is again valid for expiry of the password.

Password will expire immediately, then adjust expiry date automatically

Select this option if the user's password should become invalid immediately. The user must enter a new password when he logs on to the system. The new password is then valid for the standard number of days specified in the system configuration.

Note: When you click the Save button, the system automatically selects the option Automatically adjust password expiry date, but the date you entered is still displayed. This ensures that after the password has been changed, the standard number of days specified in the system configuration is again valid for expiry of the password.

Password will never expire

Select this option if the password should be valid indefinitely. The user will never have to change his password.

Valid from

Date on which the user's access becomes valid. The user cannot log on before this date.

Valid till

Date until which the user's access is valid. The user cannot log on after this date.

Power user

Activate this option to define the user as a power user. Power users can enter order quantities for products in an input field in the product search. Power users can therefore add several products to the basket without leaving the product search. Normal users can only add one product to the basket at a time. After adding the product to the basket, a normal user returns to his basket and can change the order quantity in the basket.

User disabled

Activate this option to withdraw access to the system from a user. If the user tries to log on, the message "Your access is blocked" is displayed.

Deactivate this option to restore the user's access.

Carbon copy user

Activate this option to create a carbon copy user. A carbon copy user enables potential users to register themselves in the system and speeds up the process of adding users to the system. An administrator provides potential users with the log-on name and password of the carbon copy user. The potential users can log on using this data and make any necessary changes to the standard data of the carbon copy user, such as changing the name, log-on name and password.

Tip: If you want to check the data of users who register themselves before they can access the system, activate the User disabled checkbox for the carbon copy user. Users can then register themselves, but cannot log on to the system until you have enabled their access.

User is not allowed to create free form orders

Activate this option if the user should not be permitted to create freeform orders for a catalog that is assigned to the company for freeform orders.

User is not allowed to edit recipient address

Activate this option if the user should not be permitted to change or create recipient addresses. If you activate this option, you must create a recipient address for the user in the Formats tab.

Show the handover address to user

Activate this option if the user should be permitted to view the mailroom address that has been entered in the Formats tab. Users cannot edit the mailroom address themselves.

User can change message settings

Activate this option if the user should be permitted to change the settings for messages in the lobby. If you deactivate this option, you must specify the message settings for this user in the Messages tab.