User Account
You can edit this information by clicking if you have the correct editing permissions.
User GenInfo
Field | Description |
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Prefix | The worker's prefix, for example, Mrs., Mr. and so on. |
First Name | The worker's preferred first name. This can be different than their legal first name. |
Middle Name | The worker's preferred middle name. |
Last Name | The worker's preferred last name. This can be different than their legal last name. |
Suffix | The worker's suffix, for example, Esq. |
Legal First Name | The worker's legal first name. |
Legal Last Name | The worker's legal last name. |
Nickname | The worker's nickname. |
The worker's email address. The email address defaults to the worker's username. You can change this value in the User Name field. |
|
Work Phone | The worker's work telephone number. |
Home Phone | The worker's home telephone number. |
Mobile Phone | The worker's mobile telephone number. |
Fax | The worker's fax number. |
Address Line 1 | The primary address information for the worker. |
Address Line 2 | The secondary address information for the worker. |
City/Town | The city or town of the worker's address. |
State/Province | The state or province of the worker's address. |
Postal Code | The postal code of the worker's address. |
Country | The country of the worker's address. |
Account Information
Field | Description |
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Record Type | The record type. This field defaults to 'Worker'. |
User Name | The worker's user name. This it the credential that the worker uses to log into the application. |
Password | The worker's account password. This value is encrypted and
can not be viewed. You can reset the worker's password by clicking , and then clicking the Reset Password text. This sends an email to the worker's email address with a link to reset their password. You can also click . The reset password functionality is also available on the user record in the Configuration view (User tab). |
Record ID | The record identifier number in the system. |
Active Person Account | If the worker record is an active person account. This setting determines if a worker can appear in lists and search results. |
Wand Language Preferences | The worker's application language preference. If you have edit permissions, you can change the language in the drop down. |
Comments | Free text field. |
Active User Account | If the worker record is an active user account. This setting determines if a worker is allowed to log into the application. |
Security Questions 1-3 | Security questions and answers configured by the worker. Tip: This information can be useful if a worker
can not remember there answers and needs to access their
worker account.
|
Locked User Account | If the worker account is locked. |
Access List | A list of client organizations that the worker has access to, and the application account information. |
Configuration | The worker's configuration information, that is, the application settings. This section displays their user role type, and if the application can send emails to the worker if a workflow email is triggered. |
Permission
Field | Description |
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Authorities | The permissions that the worker has in the
application. This field defaults to 'Worker'. For more information about permissions, see Users and Permissions. |