Add/Edit Personnel Dialog

The Add/Edit Personnel dialog appears when you add or edit a user on the Users tab of the Security Settings dialog, available under Database ‣ Security…. The Permissions and History tabs are available only when editing an existing user.

The fields in the dialog are described below.

Personnel

Field/Checkbox Name	Description
Name	The user’s full name.
Email	Email address for identification and communication.
Job title	The user’s role or professional position.
Qualifications	Relevant certifications or credentials.
Company	The organisation the user belongs to. You can add new company records or select from predefined entries (see Configure Company).
Address	Postal or office address (if required).
Phone	Contact telephone number.
Unit Group	Preferred measurement system (Metric or US Weights and Measures).

Login

Field/Checkbox Name	Description
Name	Username used to sign in (for example, sample.user).
Enabled	Enables the user account for sign-in. Clear this to disable access.
Locked	Blocks sign-in and prevents the user from being assigned any items; locked users also appear greyed in the Users list.
Force Password Reset	Requires the user to choose a new password at their next login.
Password	Select Change Password to set or update the password.
API Key	API key assigned to the user. Select Reset API Key to generate a new one, or use the copy button to copy the current key.
Single Sign-on - Windows User	Links the account to a Windows domain user for SSO. See Set Up Single Sign-On (SSO).

Member Of

Select the security groups to assign to the user. Groups are created as described in Create a New User Group. Use Select All to select every group, or Clear Selection to remove all selections.

Permissions

Configure permissions specific to the user, if needed. See Set Up Permissions for User/User Group.

History

See Checking History.