This page (revision-47) was last changed on 03-Mar-2023 15:32 by Kevin Higgs

This page was created on 26-Nov-2021 10:22 by Administrator

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Version Date Modified Size Author Changes ... Change note
47 03-Mar-2023 15:32 12 KB Kevin Higgs to previous
46 26-Nov-2021 10:22 12 KB kparrott to previous | to last
45 26-Nov-2021 10:22 12 KB kparrott to previous | to last
44 26-Nov-2021 10:22 12 KB jmyers to previous | to last
43 26-Nov-2021 10:22 12 KB jmyers to previous | to last EMAIL_ADDRESS ==> EMAIL_ADDRESS(Disambiguation)
42 26-Nov-2021 10:22 12 KB JMyers to previous | to last
41 26-Nov-2021 10:22 11 KB JMyers to previous | to last

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!!!MAINTAIN USER INFORMATION
!!!MAINTAIN USER PROFILES
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The Maintain User Information (IMUS) screen is where you set up user profiles for professional, candidate, Employee Self Service users. All users when you created them in IMUS are also created at the database.
The Maintain User Profiles (IMUS) screen is where you set up user profiles for professional, candidate, Employee Self Service users. All users when you created them in IMUS are also created at the database.
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If a user is also an employee in this database, hire the employee first before adding them as a user as this will save an extra step. There is not a requirement for the user to be in the database as an employee but if they are, please note that there will be a limit on some extra features.
For example, the choice of working language in the application will be limited to English (US).
When a user signs in they will be checked to ensure that the userid and password are in sync and that the system date is between the supplied start date and end date. Once this is complete, if a Person code is tied to this user then the language preference will be picked up as set on the ([IEPI]) screen and applied to the sign in.
The application will cascade through the provided languages always supply a wording should the language specified not be available. This will also set the country code used with a language for English to determine if the language will be either Canadian or US spelling and naming conventions.
You may select a user already in the system by scrolling through the following fields.
X User
X Description
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MAINTAIN USER PROFILES
The Maintain User Profiles (IMUS) form is used to create and update user profiles. This section explains the Maintain User Profiles screen and its associated fields.
You may access this feature through the Screens/Forms menu:
Application Administration > Security > Maintain User Profiles
If a user is also an employee in this database, hire the employee first before adding them as a user as this will save an extra step. There is not a requirement for the user to be in the database as an employee but if they are, please note that there will be a limit on some extra features. For example, the choice of working language in the application will be limited to English (US).
When a user signs in they will be checked to ensure that the userid and password are in sync and that the system date is between the supplied start date and end date. Once this is complete, if a Person code was tied to this user then the language preference will be picked up as set on the IEPI screen and applied to the sign in.
The application will cascade through the languages supplied to always supply a wording should the language specified not be available. This will also set the country code used with a language for English to determine if the language will be either Canadian or US spelling and naming conventions.
You may select a user already in the system by scrolling through the following fields.
X User
X Description
‘Maintain User Profiles’ Usage and Examples User
The indvidual’s user name is identified in this field.
Descrption
This field provides a identifying description of the user, such as their full name.
E-mail
The user’s email address is displayed in this field.
Person Code
The user’s identifying employee number is displayed in this field.
Name
The user’s full name is displayed in this field.
Create / Retrieve / Update / Delete Allowed
Old System Access Information
This area provides information regarding the user’s access to.....
Access Start Date / Access End Date
These fields indicate the dates the user has/had access to the system.
Last Access On
The last date the user accessed the system will be displayed here.
Logins to Date
The current number of logins the user has made will be displayed here.
Password Changed By
If the user’s password has been changed, this field will indicate who changed the
password.
Password Changed On
The date the password was changed will be displayed in this field.
Maintain User Profiles (IMUS) - Execution Rights
If specific execution rights are required for a user they may be added on the Execution Rights tab. Adding of execution rights for a single or series of users should be an exception and not normal proceedure.
Function
This field displays the function the user has execution rights to.
Create / Retrieve / Update / Delete Allowed
These toggles identify the exact execution rights the user has to the function.
Maintain User Profiles (IMUS) - Preferences
Preference
Priority
Value
Maintain User Profiles (IMUS) - Roles
This section identifies all the roles assign to the user.
The practice of adding roles should be employed to allow multiple or successive users with simple maintenance to duplicate for another user.
Seq #
Role
This field allows you identify the role you wish to assign to the user.
Role Type
The role is categorized into a specific type in this field.
Focus Role
Description
This field provides a short description of the role.
Maintain User Profiles (IMUS) - Access
Users are added and modified in the IMUS screen for access dates that they are allowed into the system. If the End Date field is left empty, a default date of 31-Dec-3999 will be applied when the record is saved.
This date can be changed at a later point if the user is either no longer making use of the application or is no longer with the company.
You can also use the access dates for a contractor or temporary team member. The access will only be assigned for the fixed period of time you indicate on the record.
Access Start Date The Access Start Date identifies the earliest date the user is allowed access, regardless of the access status.
Access End Date The Access End Date identifies the latest date the user is allowed access, regardless of the Access Status.
Force Password Change on Next Login This toggle allows the security administrator to force the user to change their password on their next login.
Set / Reset Password This action button allows the security administrator to reset a user's password by automatically bringing up the appropriate Reset Password screen. When a password is reset, a new password is assigned, a new effective access detail record is created, the access status is changed back to "Active" and the failed attempts are erased.
Reactivate This action button allows the security administrator to reactivate a user's access in the event it has been locked out or disabled. During reactivation, a new effective access detail record is created, the Access Status is changed back to "Active" and the Failed Attempts are erased.
Last Good Access
The last date the user accessed the system will be displayed here.
Logins to Date
The current number of logins the user has made will be displayed here.
Access Status The Access Status field indicates whether the user can access the system during the time period of the chosen date sensitive record. This field is maintained by the system but can also be entered manually.
The allowed values are
Active - access is currently allowed (subject to the access start/end dates)
Disabled - access is currently disabled (must be activated manually)
Locked Out - user is currently locked out of the system (must be activated manually)
Pending - user has been created but password has not yet been assigned
Both the Access Start/End Dates and the Access Status are checked before a user is allowed to log in.
Failed Attempts The system shows the number of failed login attempts that the user has had since the last good login during the time period of the chosen date sensitive record.
Password Has Been Set The system indicates via a toggle whether a password exists for the time period of the chosen date sensitive record.