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window-user.md

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User

User

Maintain Users of the system

Help

Help

The User Window allows you to maintain User of the system. Users can log into the system and have access to functionality via one or more roles. A user can also be a business partner contact.

Window Type

Window Type

Maintain

The Sales Transaction checkbox indicates if this item is a Sales Transaction.

Tabs

Tabs

User Contact

User Contact

Description Maintain User or Business Partner Contact Help The User Tab defines the log in for Users who have access to the system. For application access, users need to have a role assigned.

The Single Row Layout checkbox indicates if the default display type for this window is a single row as opposed to multi row.
If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

Name

Name

Description Alphanumeric identifier of the entity Help The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.

Description

Description

Description Optional short description of the record Help A description is limited to 255 characters.

Comments

Comments

Description Comments or additional information Help The Comments field allows for free form entry of additional information.

Business Partner

Business Partner

Description Identifies a Business Partner Help A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson

Partner Location

Partner Location

Description Identifies the (ship to) address for this Business Partner Help The Partner address indicates the location of a Business Partner

EMail Address

EMail Address

Description Electronic Mail Address Help The Email Address is the Electronic Mail ID for this User and should be fully qualified (e.g. [email protected]). The Email Address is used to access the self service application functionality from the web.

Title

Title

Description Name this entity is referred to as Help The Title indicates the name that an entity is referred to as.

Birthday

Birthday

Description Birthday or Anniversary day Help Birthday or Anniversary day

Phone

Phone

Description Identifies a telephone number Help The Phone field identifies a telephone number

2nd Phone

2nd Phone

Description Identifies an alternate telephone number. Help The 2nd Phone field identifies an alternate telephone number.

Fax

Fax

Description Facsimile number Help The Fax identifies a facsimile number for this Business Partner or Location

Notification Type

Notification Type

Description Type of Notifications Help Emails or Notification sent out for Request Updates, etc.

Position

Position

Description Job Position

Is Project Manager

Is Project Manager

Description Is Project Manager Help Is Project Manager indicates if the contact is assigned as project manager to a project

Is Project Member

Is Project Member

Description Is Project Member Help Is Project Member indicates if the contact is assigned to a project and will receive notifications of any project changes

Login User

Login User

Help Define if the user can login

Internal User

Internal User

Description Is just for use internal

Search Key

Search Key

Description Search key for the record in the format required Help 7 bit lower case alpha numeric - max length 8 - can be used for operating system names.

Password

Password

Description Password of any length (case sensitive) Help The Password for this User. Passwords are required to identify authorized users. For Adempiere Users, you can change the password via the Process "Reset Password".

User PIN

User PIN

Webstore User

Webstore User

Description Is a user for Webstore Help It is created from Webstore

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Full BP Access

Full BP Access

Description The user/contact has full access to Business Partner information and resources Help If selected, the user has full access to the Business Partner (BP) information (Business Documents like Orders, Invoices - Requests) or resources (Assets, Downloads). If you deselect it, the user has no access rights unless, you explicitly grant it in tab "BP Access"

EMail User ID

EMail User ID

Description User Name (ID) in the Mail System Help The user name in the mail system is usually the string before the @ of your email address. Required if the mail server requires authentification to send emails.

EMail User Password

EMail User Password

Description Password of your email user id Help Required if the mail server requires authentification to send emails.

Supervisor

Supervisor

Description Supervisor for this user/organization - used for escalation and approval Help The Supervisor indicates who will be used for forwarding and escalating issues for this user - or for approvals.

LDAP User Name

LDAP User Name

Description User Name used for authorization via LDAP (directory) services Help Optional LDAP system user name for the user. If not defined, the normal Name of the user is used. This allows to use the internal (LDAP) user id (e.g. jjanke) and the normal display name (e.g. Jorg Janke). The LDAP User Name can also be used without LDAP enables (see system window). This would allow to sign in as jjanke and use the display name of Jorg Janke.

Trx Organization

Trx Organization

Description Performing or initiating organization Help The organization which performs or initiates this transaction (for another organization). The owning Organization may not be the transaction organization in a service bureau environment, with centralized services, and inter-organization transactions.

Connection Profile

Connection Profile

Description How a Java Client connects to the server(s) Help Depending on the connection profile, different protocols are used and tasks are performed on the server rather then the client. Usually the user can select different profiles, unless it is enforced by the User or Role definition. The User level profile overwrites the Role based profile.

EMail Configuration

EMail Configuration

Greeting

Greeting

Description Greeting to print on correspondence Help The Greeting identifies the greeting to print on correspondence.

EMail Verify

EMail Verify

Description Date Email was verified

Last Contact

Last Contact

Description Date this individual was last contacted Help The Last Contact indicates the date that this Business Partner Contact was last contacted.

Verification Info

Verification Info

Description Verification information of EMail Address Help The field contains additional information how the EMail Address has been verified

Last Result

Last Result

Description Result of last contact Help The Last Result identifies the result of the last contact made.

HasRole

HasRole

Description Has Role Y/N

RecentItems Max Saved

RecentItems Max Saved

RecentItems Max Shown

RecentItems Max Shown

User Roles

User Roles

Description User Roles Help The User Roles Tab define the Roles each user may have. The Roles will determine what windows, tasks, processes and workflows that a User has access to.

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

User/Contact

User/Contact

Description User within the system - Internal or Business Partner Contact Help The User identifies a unique user in the system. This could be an internal user or a business partner contact

Role

Role

Description Responsibility Role Help The Role determines security and access a user who has this Role will have in the System.

Default

Default

Description Default value Help The Default Checkbox indicates if this record will be used as a default value.

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

User Substitute

User Substitute

Description Substitute of the user Help A user who can act for this user.

The Single Row Layout checkbox indicates if the default display type for this window is a single row as opposed to multi row.
If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

User/Contact

User/Contact

Description User within the system - Internal or Business Partner Contact Help The User identifies a unique user in the system. This could be an internal user or a business partner contact

Name

Name

Description Alphanumeric identifier of the entity Help The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.

Description

Description

Description Optional short description of the record Help A description is limited to 255 characters.

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Substitute

Substitute

Description Entity which can be used in place of this entity Help The Substitute identifies the entity to be used as a substitute for this entity.

Valid from

Valid from

Description Valid from including this date (first day) Help The Valid From date indicates the first day of a date range

Valid to

Valid to

Description Valid to including this date (last day) Help The Valid To date indicates the last day of a date range

Org Assignment

Org Assignment

Description User Assigment to Organization Help Assign Users to Organizations

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

User/Contact

User/Contact

Description User within the system - Internal or Business Partner Contact Help The User identifies a unique user in the system. This could be an internal user or a business partner contact

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Valid from

Valid from

Description Valid from including this date (first day) Help The Valid From date indicates the first day of a date range

Valid to

Valid to

Description Valid to including this date (last day) Help The Valid To date indicates the last day of a date range

Description

Description

Description Optional short description of the record Help A description is limited to 255 characters.

Org Access

Org Access

Description Maintain User Org Access Help Add the client and organizations the user has access to. Entries here are ignored, if in the Role, User Org Access is not selected or the role has access to all roles. Note that access information is cached and requires re-login or reset of cache.

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

User/Contact

User/Contact

Description User within the system - Internal or Business Partner Contact Help The User identifies a unique user in the system. This could be an internal user or a business partner contact

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Read Only

Read Only

Description Field is read only Help The Read Only indicates that this field may only be Read. It may not be updated.

User Mail

User Mail

Description Mail sent to the user Help Archive of mails sent to users

The tab with advanced functionality is only displayed, if enabled in Tools>Preference.
The Read Only indicates that this field may only be Read.  It may not be updated.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

User/Contact

User/Contact

Description User within the system - Internal or Business Partner Contact Help The User identifies a unique user in the system. This could be an internal user or a business partner contact

Mail Template

Mail Template

Description Text templates for mailings Help The Mail Template indicates the mail template for return messages. Mail text can include variables. The priority of parsing is User/Contact, Business Partner and then the underlying business object (like Request, Dunning, Workflow object). So, @Name@ would resolve into the User name (if user is defined defined), then Business Partner name (if business partner is defined) and then the Name of the business object if it has a Name. For Multi-Lingual systems, the template is translated based on the Business Partner's language selection.

Mail Message

Mail Message

Description Web Store Mail Message Template

Created

Created

Description Date this record was created Help The Created field indicates the date that this record was created.

Message ID

Message ID

Description EMail Message ID Help SMTP Message ID for tracking purposes

Subject

Subject

Description Email Message Subject Help Subject of the EMail

Mail Text

Mail Text

Description Text used for Mail message Help The Mail Text indicates the text used for mail messages.

Delivery Confirmation

Delivery Confirmation

Description EMail Delivery confirmation

Delivered

Delivered

Queries

Queries

Description View and maintain saved queries

The tab with advanced functionality is only displayed, if enabled in Tools>Preference.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

User/Contact

User/Contact

Description User within the system - Internal or Business Partner Contact Help The User identifies a unique user in the system. This could be an internal user or a business partner contact

Name

Name

Description Alphanumeric identifier of the entity Help The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.

Description

Description

Description Optional short description of the record Help A description is limited to 255 characters.

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Table

Table

Description Database Table information Help The Database Table provides the information of the table definition

Validation code

Validation code

Description Validation Code Help The Validation Code displays the date, time and message of the error.

LDAP Access

LDAP Access

Description User Access via LDAP

The Read Only indicates that this field may only be Read.  It may not be updated.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

User/Contact

User/Contact

Description User within the system - Internal or Business Partner Contact Help The User identifies a unique user in the system. This could be an internal user or a business partner contact

Ldap Processor

Ldap Processor

Description LDAP Server to authenticate and authorize external systems based on Adempiere Help The LDAP Server allows third party software (e.g. Apache) to use the users defined in the system to authenticate and authorize them. There is only one server per Adempiere system. The "o" is the Client key and the optional "ou" is the Interest Area key.

Interest Area

Interest Area

Description Interest Area or Topic Help Interest Areas reflect interest in a topic by a contact. Interest areas can be used for marketing campaigns.

Created

Created

Description Date this record was created Help The Created field indicates the date that this record was created.

Error

Error

Description An Error occurred in the execution

Summary

Summary

Description Textual summary of this request Help The Summary allows free form text entry of a recap of this request.

Description

Description

Description Optional short description of the record Help A description is limited to 255 characters.