Configuring user settings

You can configure user settings, such as the settings for storerooms, insert sites, GL accounts, locale, language, time zone, and screen reader access. Configure the settings for a single user or for a selected group of users.

All of the configurations are optional.

About this task

You can specify settings for multiple users by selecting them on the main tab of the Users application and then selecting the Set Security Profile action.
  • Add, remove, or replace security groups for the users.
  • Specify the default insert site and use the default insert site as a display filter.
  • Specify the default storeroom and storeroom site for filling material requisitions for these users.

Procedure

  1. To configure settings for a single user, select the user in the Users application.
  2. Specify settings about the default insert site to be used on records that the user creates.
    1. Specify the default insert site.
    2. Specify whether to use the default insert site as a display filter.
  3. Specify storeroom information for material requisitions submitted by this user.
    1. Specify the default storeroom.
    2. Specify the site of the default storeroom.
  4. Enable access to work with records that reference inactive sites.
  5. Set display settings.
    1. Specify settings for language, locale, or time zone.
      If you change the setting for the language that was synchronized from Maximo® Application Suite, it is not overwritten by a future synchronization from Maximo Application Suite.
    2. Enable use of a screen reader.
  6. Specify purchasing information by adding the organization and default debit general ledger (GL) account.
    This information can be overwritten by a GL account that defaults from some other relationship.
  7. Save your changes.