User Record Permissions

Use Cases

User Record Permissions

The following permissions relate to the editing and viewing user records:

PERMISSION NAME

PERMISSION DESCRIPTION

CATEGORY

Tax Exemption - Manage

Grants ability to manage Tax Exemption and Exemption Certificate on a user record.

eCommerce

Tax Override - Manage

Grants ability to add and edit the Override value for users in the E-Commerce Information section of the User Record page. This permission cannot be constrained. This is an administrator permission. This permission only works when used in conjunction with the Users - View permission.

eCommerce

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

Universal Profile - User Record - View Users

Grants ability to view user records in the system. Administrators can view the Modification History page for user records within their constraints. The administrator must have additional permissions to view 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.

Core Administration

Users – Edit Custom Field Information

Grants ability to view and edit the custom fields on a user record. Administrators are only able to edit a custom field on a user's user record if the user is within their permission constraints and the administrator is within the availability of the custom field. This permission works in conjunction with the Users - View permission. 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

Users – Edit General Information

Grants ability to edit the general fields on a user record, including first name, last name, username, assigned OUs, and custom relationships. This permission works in conjunction with the Users - View permission. 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

Users - Edit Local System ID

Enables administrator to modify the Local System ID for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View and Users - Edit permissions. This permission cannot be constrained. This is an administrator permission.

Core Administration

Users - Edit Middle Name

Grants ability to modify the middle name for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission. This is an administrator permission.

Core Administration

Users - Edit Mobile Phone

Grants ability to modify the Mobile Phone number for a user via the Admin/Users screen. The availability of this permission is controlled by a backend setting. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Prefix

Grants ability to modify the prefix for a user's name via the admin/users screen. This permission only works when used in conjunction with the Users - View permission. This is an administrator permission.

Core Administration

Users - Edit Sensitive Information: Unmasked

Grants ability to view and edit unmasked Sensitive Personally Identifiable Information (SPII) fields on the user record. Administrators with this permission have the option to view and edit the actual data on the user record. This permission can be constrained by OU, User's OU, User's Self, User's Subordinates, User's Direct Subordinates, User, and Employee Relationship. This is an administrator permission.

Core Administration

Users - Edit Signature

Grants ability to modify the signature font for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission. This is an administrator permission.

Core Administration

Users - Edit Suffix

Grants ability to modify the suffix for a user's name via the admin/users screen. This permission only works when used in conjunction with the Users - View permission. This is an administrator permission.

Core Administration

Users - Edit User ID

Enables administrator to modify the User ID for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Absent Status

Enables administrator to modify the Absent status for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Active Status

Enables administrator to modify the Active status for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Address

Enables administrator to modify the address for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Approver

Enables administrator to modify the specified Approver for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Email

Enables administrator to modify the Email Address for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Fax

Enables administrator to modify the Fax number for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Language

Enables administrator to modify the portal display language for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Last Hire Date

Enables administrator to modify the Last Hire Date for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Manager

Enables administrator to modify the assigned Manager for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Original Hire Date

Enables administrator to modify the Original Hire Date for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Phone

Enables administrator to modify the Phone number for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Photo

Enables administrator to upload a photo for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Reconciliation

Enables administrator to modify the Reconciliation status for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Required Approvals

Enables administrator to modify the number of required training approvals for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Time Zone

Enables administrator to modify the portal time zone for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - Edit Users Type and Status

Enables administrator to view and modify the type and status information for a user via the User Record. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users – Effective Dating: Manage

Enables administrator to make effective dated changes to the user record. This permission only works when used in conjunction with the Users - Edit General Information permission. This permission cannot be constrained. This is an administrator permission.

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

Users – View Custom Field Information

Grants ability to view the custom fields on a user record. Administrators are only able to view a custom field on a user's user record if the user is within their permission constraints and the administrator is within the availability of the custom field. This permission works in conjunction with the Users - View permission. 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

Users – View General Information

Grants ability to view the general fields on a user record, including first name, last name, username, assigned OUs, and custom relationships. This permission works in conjunction with the Universal Profile - User Record - View Users permission. 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

Users - View Local System ID

Enables administrator to view the Local System ID for a user via the admin/users screen. This permission only works when used in conjunction with the Users - View and Users - Edit permissions. This permission cannot be constrained. This is an administrator permission.

Core Administration

Users - View Middle Name

Grants ability to view the middle name for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users and Users - View General Information permissions. This is an administrator permission.

Core Administration

Users - View Mobile Phone

Grants ability to view the Mobile Phone number for a user via the Admin/Users screen. The availability of this permission is controlled by a backend setting. This permission only works when used in conjunction with the Users - View permission.

Core Administration

Users - View Modification Details

Grants ability to view the Modification Details on the User Record and view User Audits fields when creating a Reporting 2.0 report. This permission only works when used in conjunction with the Users - View permission. This is an administrator permission.

Core Administration

Users - View Prefix

Grants ability to view the prefix for a user's name via the Admin/User screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users and Users - View General Information permissions. This is an administrator permission.

Core Administration

Users - View Sensitive Information: Masked

Grants ability to view masked Sensitive Personally Identifiable Information (SPII) fields on the user record. Administrators with this permission cannot view the actual data. This permission can be constrained by OU, User's OU, User's Self, User's Subordinates, User's Direct Subordinates, User, and Employee Relationship. This is an administrator permission.

Core Administration

Users - View Sensitive Information: Unmasked

Grants ability to view unmasked Sensitive Personally Identifiable Information (SPII) fields on the user record. Administrators with this permission have the option to view the actual data on the user record. This permission can be constrained by OU, User's OU, User's Self, User's Subordinates, User's Direct Subordinates, User, and Employee Relationship. This is an administrator permission.

Core Administration

Users - View Signature

Grants ability to view the signature font for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission. This is an administrator permission.

Core Administration

Users - View Suffix

Grants ability to view the suffix for a user's name via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View User ID

Enables administrator to view the User ID for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View Users Absent Status

Enables administrator to view the Absent status for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View Users Active Status

Enables administrator to view the Active status for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View Users Address

Enables administrator to view the address for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View Users Approver

Enables administrator to view the specified Approver for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View Users Email

Enables administrator to view the Email Address for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View Users Fax

Enables administrator to view the Fax number for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View Users Language

Enables administrator to view the portal display language for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View Users Last Hire Date

Enables administrator to view the Last Hire Date for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View Users Manager

Enables administrator to view the assigned Manager for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View Users Original Hire Date

Enables administrator to view the Original Hire Date for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View Users Phone

Enables administrator to view the Phone number for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View Users Photo

Enables administrator to view a photo for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View Users Reconciliation

Enables administrator to view the Reconciliation status for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View Users Required Approvals

Enables administrator to view the number of required training approvals for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

Users - View Users Time Zone

Enables administrator to view the portal time zone for a user via the Admin/Users screen. This permission only works when used in conjunction with the Universal Profile - User Record - View Users permission.

Core Administration

VAT Number - Manage

Grants ability to add and edit the VAT number for users in the E-Commerce Information section of the User Record page. This permission cannot be constrained. This is an administrator permission. This permission only works when used in conjunction with the Users - View permission.

eCommerce - Administration