Change User Preferences
Administrators can change the user preferences for any user in the system.
Users with the necessary user role rights can change their own preferences by choosing the avatar and selecting the My Preferences option in the Global Banner. They can change their contact details, country settings, date and number format preferences, and display options. Only administrators can change a user's security and multi-factor authentication settings.
To change a user's preferences as an administrator:
-
Go to System Tools > System Security > Users.
- Find the user you want to change the preferences for and select Open
.
The User Preferences wizard opens.
- From the available user options, select Change User's Preferences then select Next.
The User Details page displays.
- Select the relevant tab or select Next to open the page that holds the setting you want to change.
The following settings are available on the different tabs:
On the User Details tab, you can change the name, the initials, and the network ID for the user.
Select the Security tab to change the user role, the security group for the account and the tools and services it is licensed for. You can also disable or hide the account and set whether the system records when the user logs on and off the system or opens entities.
On the Contact tab, you can add and change contact details for the user account.
Select the Regional Preferences tab to select the format in which the user views and enters numbers and dates. You can also select the paper size for printing reports.
On the First View tab, you can select the first page that is displayed to the user when they log in and what is displayed to them when they open an entity. For more information refer to Create User Accounts.
On the Accessibility tab, you can enable enhanced keyboard support and support for visually impaired users. For more information refer to Create User Accounts.
Select the Options tab to make changes to how the user views and uses the system. For more information refer to Create User Accounts.
On the MFA tab, you can change the multi-factor authentication settings for the user account. For more information refer to Create User Accounts.
Note
This tab only displays if multi-factor authentication is enabled in System Options. For more information refer to Set Up Multi-Factor Authentication.
You can also indicate that a user has lost the device they have been using for multi-factor authentication so that they are prompted to set it up again when they next sign in.
- When you are done making changes, select Finish to save them and close the wizard.
