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 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.)

  • Users to CC for Notifications:
    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 Manage Data feature. For details, refer to About Managing Data.