General User Settings

The following options are available on the General page when you add or edit user accounts.

Note: When you edit multiple user accounts, the General page opens to the Product Access section for all selected users. Click Compare to view general information for all users, or click each user's name to view and change information and options for that user. For details, refer to Comparing and Changing User and Group Accounts.

Login Settings

Login ID
Provide a unique name with which the user will log in to the system. The login ID can contain up to 64 characters.
Note: For on-demand users, the login ID must be the user's e-mail address.
Password
Provide a password of no more than 36 characters for the user based on system password criteria. On-premise customers can set system password criteria in SBM System Administrator. You can override system settings on the Passwords page. For details, refer to User Password Settings.
Re-enter Password
Provide the password again.
Name
Provide the user's display name in the user interface and as values for user-type fields. The name can contain up to 64 characters.

If you plan to create Contacts records for users, note that the first word in the name is added to the First Name field, the second word (if applicable) is added to the Middle Name field, and the last word is added to the Last Name field.
Title
Provide an optional title for the user account.
Telephone
Optionally, provide a phone number for the user.
Mobile Phone
Optionally, provide a mobile phone number for the user.
Memo
Provide an optional description for the user account. This information appears in the Memo column on the Users view.
Preferred Contact Method
Select the user's preferred contact method. This enables users to know which method to use to contact the user.
E-mail Address
Provide an e-mail address to:
- Enable the user to receive e-mail notifications.
- Enable e-mail links and ease the process of sending e-mails based on the user's SBM account name.
- Enable the system to verify that e-mail submissions and e-mail messages sent from external mail clients are received from users with valid user accounts.
Separate multiple e-mail addresses with a semicolon. (The number of characters cannot exceed 128 unicode characters.) E-mail notifications and messages sent from items are mailed to each provided address. The first provided e-mail address is designated as the "from" address.
E-mail Aliases
Provide an e-mail address to enable the system to verify that e-mail submissions and e-mail messages sent from external mail clients are received from users with valid user accounts. E-mail messages are never sent to the provided aliases; they are used solely for verification. Separate multiple e-mail addresses with a semicolon. (The number of characters cannot exceed 128 unicode characters.)
E-mail Notification CC:
Provide the login IDs or user names of those who should receive copies of e-mail notifications on behalf of the user. Separate multiple login IDs or user names with semicolons, up to 2,000 unicode characters.
Note: Users specified in the CC list do not receive copies of e-mail messages sent from SBM items.
Login Creation Date
Shows the date and time the user account was created.
Last Login Date
Shows when the user last logged into the system. If the user has never logged in, this property is empty.

Product Access Settings

You must assign a product-access type to each user. For details, refer to Product-Access Types

Note: Administrators cannot change their own product-access type.

Associated Contact Settings

You can automatically create Contact records that contain a user's name, telephone number, and e-mail address. When you make changes to these fields in Application Administrator, those changes are also applied to the user's Contact record. These records are stored in the system Contacts table and can be accessed using the Auxiliary Data feature. For details, refer to About Auxiliary Data.

Create/Update Record for User
Select this option to create a Contact record for the user or to update information in the record's Name, Telephone, and E-mail fields.
Note: Contact records are automatically created for new users with External User and Occasional User product access. If necessary, you can delete these records later.
Don't Update Contact Record
Select this option to prevent the system from updating the user's Contact record based on changes you make here.
Delete Associated Contact Record
Select to delete the user's existing Contact record. This option is not available for external users. Note that you can also delete a Contact record using the using the Auxiliary Data feature; however, the corresponding user record is not deleted unless the record belongs to an External user. In this case, both the external user account and corresponding Contact record are deleted.