User Record - Settings

The User Record page is organized into sections. The Settings section contains all of the user's system settings, such as display language, time zone, signature font, and required training approvals.

To add a new user record, go to Admin > Tools > Core Functions > Users. Then, select the Add User link.

Edit a user's user record in one of the following ways:

  • Go to Admin > Tools > Core Functions > Users and select the name of the appropriate user.
  • Navigate to the user's Universal Profile. Select the User Record tab from the Universal Profile navigation. Then, select the Edit Record button.
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Universal Profile - User Record - Create Users Grants ability to access the User Record Administration page and to create new users in the system. When creating a new user, this permission grants the ability to add general information, which includes first name, last name, username, assigned OUs, and custom relationships. The administrator must have additional permissions to add any additional fields. This permission can be constrained by OU, User's OU, User's Self, User Self and Subordinates, and User. This is an administrator permission. Core Administration
Universal Profile - User Record - Edit Users Grants ability to edit user records in the system. The administrator must have additional permissions to edit specific fields on the user record. This permission can be constrained by OU, User's OU, User's Self, User Self and Subordinates, and User. This is an administrator permission. Note: This permission DOES NOT grant the ability to view user records in the system. Administrators must have the Universal Profile - User Record - View Users permission in order to view user records. Core Administration
Users - View Grants the ability to search for and view summary information about users in the portal via the Admin/Users screen. This permission can be constrained by OU, User's OU, User Self and Subordinates, and Users. If multiple constraints are added, these constraints are considered OR statements. This is an administrator permission. Core Administration

Additional permissions are required to view and edit the various fields on the user record. See User Record Permissions.

Display Language

Select the language in which the system appears to the user. For example, if French is selected, the system appears to the user in French. Administrators can select any of the languages that are available within their portal. Administrators must have permission to view or edit the language.

Time Zone

Select the time zone in which the user resides. This affects how time are displayed in the system. For example, if a training session occurs at 8 AM PST, this session time is adjusted to each user's time zone when they view it. This allows users to view the time without needing to adjust for time zones. By default, no time zone is selected. See Time Zone Application Rules.

Administrators must have permission to view or edit the time zone.

Required Training Approvals

This defines the number of people (e.g., managers, approvers) from which the user must get approval from before being able to register for training. The required number of approvals set in the user record is bypassed if the administrator sets the learning object to be pre-approved. Important:If the Required Training Approvals field on the user record is set to zero, then no training approvals are ever required for the user, regardless of any training approvals that are set anywhere in the system.

Administrators must have permission to view or edit the user's required training approvals.

Signature

Select the font in which the user's electronic signature is displayed. This defaults to Arial. Administrators must have permission to view or edit the signature.