Select User Options

In User Administration, when you create a new user, you can select various options based on the requirements of your business.

Account Options

The following options are available in the Account dialog box:

User ID. Allows you to assign a unique name that will be used to login to the Eagle product suite. This option is required.
Full Name. Allows you to specify the user's full name. This option is required.
Description. Allows you to add details about the user.
Company. Allows you to select the company from a drop down list. All the values are populated from code values.
Account Expires on. Allows you to set the account expiration date via a calendar or day count.
MicroStrategy User Settings. Allows you to create a unique MicroStrategy user.
Concurrent Logins. Allows you to grant unlimited logins, if needed. Specifies how many multiple sessions of the system (logins) a user can run at the same time.
Account Disabled. Allows you to enable/disable the user account.
Account Locked. Allows you to lock/unlock the user account.

On this page

The following options are available in the Contact Details dialog box:

Email, Application, and File. Allows you to select the notification type. These options are configured dynamically via a code category.
Address and Phone Number: These options are configured dynamically via a code category.

The following options are available in the Authentication dialog box:

LDAP User. Allows you to identify an LDAP user.
LDAP Server and LDAP Domain. Allows you to specify the LDAP server and domain.
Change password in the next login. Allows you to prompt the user to change the password at login. You can also use this option when an Administrator user has to change the user's password.
New Password/Confirm Password. Allows you to enter and confirm a password. This option is required.
Password never expires. Allows you to keep the same password for the account.
Password expires every # of days. Allows you to specify the number of days between password changes.
Password expiry setting of the Website. Allows you to set password expiration to coincide with the global option set in the Web Site Settings dialog box.

The following options are available in the Centers and Roles tabs of the Functional Access dialog box:

In the Centers tab, you can do the following:

Review the list of available Eagle centers in the middle pane.
Select the appropriate roles from each Eagle center in the middle pane and review the user permissions associated with each role by clicking the tabs in the right pane.
Select multiple Eagle centers and multiple roles within each center to assign to the new user.

The following options are available in the Roles tab:

Specify the current user's Role(s). Allows you to select a PACE role for the user. This option is required.
Override Permissions in the User's Roles. Allows you to redefine or customize role permissions in the Override User Permissions dialog box.
Reverse. Allows you to reverse the current selection of the roles. For example, if you clicked to check a specific role and then clicked Reverse, your selection is cleared and all the other check boxes that were not previously checked are selected.
Uncheck All. Allows you deselect all PACE roles.
Check All. Allows you select all PACE roles.

The following options are available in the Data Access dialog box:

Business Group. Allows you to select a business group for the user. This option is required. You can use the refresh button next to the drop down to view recently added business groups.
Report Profile Group. Allows you to select an existing report profile for the user or to add a new report profile group. This option is required.