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Maintain User Profile

Maintain User Profile is the user’s own page: it opens on the login of whoever opens it, to change their name, email, photo, password and delegates.

Where
System Administration › User (SAUP)
Who uses it
Every user, for themselves
When
Once, while the company is being set up, and whenever a new one is needed
Needs first
Nothing

What it is for​

It always opens your own login; another login cannot be shown or saved from here. The password follows the same rule as on User; leaving it empty keeps the old one. Saving copies name, email and photo to the linked employee.

Every field in plain words​

FieldWhat it meansWhat to put
User ImageYour photo.Optional.

General​

FieldWhat it meansWhat to put
User NameYour login.Locked.
ClientThe client.Locked.
BlockBlocks the login.Tick or leave clear. The pick lists other screens use for it do not check this tick, so a blocked record can still be picked.

Basic Data​

FieldWhat it meansWhat to put
First NameFirst name.Required.
Last NameLast name.Required.
EmailEmail.Optional.
EmployeeYour employee record.Locked.
PasswordA new password, or empty to keep it.Required.
Default Legal EntityThe company you open in.Locked.
Default ObjectThe screen you open on.Locked.
NameThe page you land on.Optional. Pick from the list.

Delegate​

Delegate.

ColumnWhat it meansWhat to put
User NameWho acts for you.Optional. Pick from the list.
Process CodeOn which screen.Optional. Pick from the list.
Transaction NameIts name.Optional.
Date FromFrom.Optional.
Date ToTo.Optional.

How to configure it​

Nothing to configure beyond the fields above.

What it is connected to​

If something looks wrong​

  • “User Profile shows your own login only.”