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.
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
| Field | What it means | What to put |
|---|---|---|
| User Image | Your photo. | Optional. |
General
| Field | What it means | What to put |
|---|---|---|
| User Name | Your login. | Locked. |
| Client | The client. | Locked. |
| Block | Blocks 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
| Field | What it means | What to put |
|---|---|---|
| First Name | First name. | Required. |
| Last Name | Last name. | Required. |
| Email. | Optional. | |
| Employee | Your employee record. | Locked. |
| Password | A new password, or empty to keep it. | Required. |
| Default Legal Entity | The company you open in. | Locked. |
| Default Object | The screen you open on. | Locked. |
| Name | The page you land on. | Optional. Pick from the list. |
Delegate
Delegate.
| Column | What it means | What to put |
|---|---|---|
| User Name | Who acts for you. | Optional. Pick from the list. |
| Process Code | On which screen. | Optional. Pick from the list. |
| Transaction Name | Its name. | Optional. |
| Date From | From. | Optional. |
| Date To | To. | 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.”