User Detail Field Descriptions
User
Name: Name of User. This is typically the first initial of the
person’s first name and their last name up to 8 characters. For example
“jdoe”.
Name:
Users full name. For example, Jane Doe.
Password:
User password
Confirm
Password Change: When changing a user's password, enter the
new password a second time to confirm.
Password
Expiration Days: If you want your users to change their passwords
at regular intervals, type the number of days until the password expires
in this field. The default is 0 for no expiration.
Organization:
Select from the drop down list of available organizations.
Phone: Users
phone number.
Fax: Users
fax number.
Email Address:
Users complete email address. For example, jdoe@companyname.com.
Email Task
Daily: If checked, indicates whether to send the user a daily email
with a list of scheduled tasks.
Email PO
Submit CC’s: If checked, indicates that the user receives email
notification when a purchase order is submitted.
Email PO
Received CC’s: If checked, indicates the user receives email notification
when a purchase order has been received.
Email EPO
Ready: If checked, indicates the user receives email notification
when an EPO is marked ready.
Autopay
Approval Required: If checked, the user may mark tasks complete
but these tasks will not be exported to the accounting system for payment
automatically. The tasks must first be approved by a manager for payment
approval to be exported.
EPO Authority
Amount: The
dollar amount or threshold that the user can enter without needing approval.
Blank indicates no limit and $0 would mean that all EPO's must be approved.
Warning
/ Locked: This
determines whether the user gets a soft warning when going over the limit
of an EPO. Warning means the user will only get the soft warning and the
user will be allowed to create and submit the EPO. Locked means that the
user can create the EPO but it will need approval before submitting to
the supplier/vendor.
MPO Authority
Amount: The
amount in which the user is allowed to receive over the original amount
of the MPO. Receiving more than this amount will require approval before
the task is exported to the accounting system.
MPO Authority Percent:
The
percentage in which the use is allowed to receive over the original amount
of the MPO. Receiving more than this amount will require approval before
the task is exported to the accounting system. When used with the MPO
Authority Amount, BuildPro will use the higher of the two when determining
if an MPO needs approval or not.
Saturday
Schedule: Used as the default when this user is creating
a job manually.
Sunday Schedule:
Used as the default when this user is creating a job manually.
International
Weather: If checked, tells the system to display weather from the
country selected from the drop-down list.
Time Zone:
Select the appropriate time zone for the user from the drop-down list.
User Status:
Options are “active” and “disabled”. Default is “active”. Use this
to disable a user from logging in to BuildPro.
Address:
Users Street Address if different from the user’s organization’s address
City: Users
City if different from the user’s organization’s address
State: Users
State if different from the user’s organization’s address
Postal Code:
Users Zip Code if different from the user’s organization’s address
PDA Profile
Assigned to this User: Click the Add PDA Profile link to add a
profile for this user so they can use BuildPro from their Nextel phone
or their hand-help computers.
Roles Assigned
to User: If, after viewing the roles assigned to the user, you
want to add or remove a role, click the Add or Remove Roles link to go
to the User Role Detail screen.
Alternate
Organizations: If you want to assign the user to another organization,
click the Add or Remove Alternate Organizations link. This section only
appears after roles have been assigned to the user.
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