User Login and Contact Information

The User Login and Contact Information window contains the contact information, alerts preferences and action resource details for an individual user. In a secure database, it also includes access settings (security groups and alternative credentials).

To view or edit your own user account, double-click your name in the MDI status bar or choose My Portal > Users > My Profile.

 or  

To view or edit any user account in the database, choose File > Manage Database > Users and Security, then double-click any row in the Users table. (In a secure database, this is available only for users with the "Manage users and logins permission.")

All of the user account options are described below. Some of these settings cannot be modified when you are editing your own profile.

User Info Tab

• Domain and Username contain the credentials used by Windows authentication to identify the user and give him/her access to the database.

• Contact Details. Each user can update his/her own contact details, if desired. Note that the Display Name will appear in all projects, analyses and plots you create or modify in the database. Click the Active Directory button to update the contact details based on information stored in Active Directory.

• User Image. Each user can save a profile photo, which will appear in locations such as the User Page of My Portal. Saved images are resized to 100 x 100 pixels.

• Security Groups control the user's access to the database. (See Managing Security Groups.)

• Allow access to projects with database-level security

  • If the option is selected (default), the user will be able to access any public/reference project that is set to use database-level security, with the combined permissions from any of the assigned security groups.

  • If the option is cleared, the user will only be able to access a project if it is specifically assigned to a security group that he/she belongs to, or if the user account is specifically assigned to the project.

  For more information, see Planning Your Security Approach.

• Update security groups upon login (if associated with Active Directory)

  • If the option is selected (default), the user's security groups will be assigned automatically based on his/her security group in Active Directory. (See Associating Security Groups with Active Directory.)

  • If the option is cleared, the user can be manually assigned to any of the available security groups.

• Active. Clear or select the check box to deactivate or activate the account. A deactivated account will not have access to the database.

Alerts/Actions Tab

• Receive automated alerts. Each user can choose to receive alerts via e-mail, SMS text message or ReliaSoft portal messages. (See Watches and Alerts and What is Your SMS Address?) Note that alerts via e-mail and SMS text are available only if a valid SMTP server has been defined for the database and the user account has an e-mail address/SMS contact defined.

• When assigned to actions. When a user account is assigned to an action (either as the Person Responsible or as part of the Team resource), the Cost Category and Hours per Day are used to calculate resource utilization and costs. (See Costs and Man Hours.)

Alternative Credentials Tab

The Alternative Credentials tab is available only for secure databases. Select the check box to allow the user to bypass Windows authentication and connect to the database using an alternative username and password. (See Creating Alternative Credentials.)