Use this window to view and edit a Contract Management user's information, to specify access (security) settings for a Contract Management user, and to assign access templates to the user.

Login Name

The name of the user whose information you want to view or edit. If you are using LDAP for user authentication, this field is not available. The rest of the fields in this dialog box apply to this user.

User Information:

Use this section to enter information about the user.

Access Report

Click to display a security report displaying the templates and projects the user is assigned to. You can print the report. No report is available for Contract Management administrators because they do not have project access.

First Name

Enter the user's first name.

Last Name

Enter the user's last name.

Job Title

Enter the user’s job title.

Telephone/Extension

Use these fields to specify this user's full phone number and extension.

Company

Enter the user's company name.

Initials

Enter the user’s initials. This field is required.

Password

Enter a login password for this user. The user must enter this password each time Contract Management is opened. If the user does not need to use a password, leave this field blank. If you are using LDAP for user authentication, this field is not available.

Default Group

Enter the Contract Management database you want this user to use when logging in.

E-mail

Enter the user’s email address.

If a user opts to receive daily digest emails of their action items, Contract Management sends the digest to this email address.

Note: If no email address is entered, the user will not be able to email Contract Management documents.

Fax/Mobile/Pager

Enter the appropriate phone number information in each field.

Requires New Password at Next Login

Select this option to require the user to enter a new password at the next login. If you are using LDAP for user authentication, this field is not available.

Disable this User Account

Select this option to prevent this user from logging in. An administrator can clear this option to enable a user to login to Contract Management if the user has been locked out.

User has all Rights to all Projects

Select this option to give this user administrator level security access rights (this is the same as selecting all Permissions options in the User Level Access section). If you select this option, all options in the User Level Access section are disabled because they are automatically selected.

Can Access File Server

This affects attachments only. Choose Yes if this user will use Contract Management while connected to your company's network. This allows them to locate and attach files that exist on the network, not just the local drive. The client machines MUST have the same drive letter mappings as the Contract Management web server machine for this to work properly, otherwise the attachments will not be found. Choose No for users who will use Contract Management without being connected to the company's network. In this case, files will be uploaded from the client machine to the Contract Management web server.

Note: If you are not sure, or if the user will sometimes be connected, choose Yes. The user can then set the option in the User Settings Dialog Box for each session.

User Level Access:

Select the options to give the user rights to perform the functions indicated.

Can Clear Current Users

Select this option to give this user the capability to remove current Contract Management users from the User List.

Can View Current Users

Select this option to give this user the ability to view the current user’s in Contract Management.

Can Define Alerts

Select this option to give this user the ability to define alerts

Can Define Cost Codes

Select this option to give this user the ability to define cost codes.

Can Define Custom Fields

Select this option to give this user the capability to define and create new custom fields throughout Contract Management.

Can Define Distribution Lists

Select this option to give this user the ability to define distribution lists.

Can Define Document Setup

Select this option to give this user the ability to define document acronyms and titles.

Can Define Reporting Currency

Select this option to give this user the ability to define the reporting currency.

Can Define Bid Packages

Select this option to give this user the ability to define bid packages.

Can Define Change Document Reason Codes

Select this option to give this user the ability to define change document reason codes.

Can Define Daily Report Dictionaries

Select this option to give this user the ability to define daily report dictionaries (such as Temperature, Precipitation, Equipment Types, and so on).

Can Define Disciplines

Select this option to give this user the ability to define drawing disciplines.

Can Define File Numbers

Select this option to give this user the ability to define file numbers.

Can Define Paper Sizes

Select this option to give this user the ability to define paper sizes.

Can Define Phases

Select this option to give this user the ability to define drawing phases.

Can Define Procurement Dictionaries

Select this option to give this user the ability to define CSI divisions and purchase types.

Can Define Roles

Select this option to give this user the ability to define contact roles.

Can Define Spec Sections

Select this option to give this user the ability to define specification sections.

Can Define Status

Select this option to give this user the ability to define document statuses.

Can Define Submittal Dictionaries

Select this option to give this user the ability to define submittal types and categories.

Can Define Work Impact

Select this option to give this user the ability to define work impact.

Can Define Safety

Select this option to give this user the ability to define safety dictionaries.

Can Import

Select this option to give this user the ability to import data into a Contract Management project. Users must have add and edit rights to each module that they are importing into.

Can Add Projects

Select this option to give this user the ability to create new Contract Management projects.

Can Back Up Projects

Select this option to give this user the ability to back up projects.

Can Modify Templates

Select this option to give this user the ability to modify project templates.

Can Restore Projects

Select this option to give this user the ability to restore projects.

Can Add Views

Select this option to give this user the capability to add new views. If this user is not given rights to add views, the New option is removed.

Can Customize Workspace

Select this option to give this user the ability to customize the appearance of the Workspace.

Can Customize Text

Select this option to give this user the capability to edit field labels in log windows and dialog boxes.

Can Delete Views

Select this option to give this user the capability to delete views. If this user is not given rights to delete views, the Delete option is removed.

Can Edit Tree

Select this option to give this user the capability to edit and move items in the Project View.

Can Modify Views

Select this option to give this user the capability to edit views. If this user is not given rights to modify views, the Modify option is removed.

Can Transfer Views

Select this option to give this user the capability to transfer views. If this user is not given rights to transfer views, the Transfer option is removed.

Can Add Layouts

Select this option to give this user the ability to create new Contract Management projects.

Can Delete Layouts

Select this option to give this user the capability to delete layouts.

Can Edit Layouts

Select this option to give this user the capability to edit layouts.

Can Transfer Layouts

Select this option to give this user the capability to transfer layouts to another database.

Templates:

This section shows which access templates are assigned to this user.

Add Templates

Click to open the Select Template dialog box to assign access templates to the user. Click Unselect to remove an access template from this user.

Note: If you are a Contract Management administrator, you must be assigned to a template, but you always have full access to all projects regardless of the access settings in the template.

Projects:

This section shows which projects this user has access to.

Add Projects

Click to open the Select Projects dialog box, in which you can select projects to assign to the user. The permissions configured in the access template selected above are applied to the project for this user.

Note: You must have an access template assigned to this user to open the Select Projects dialog box.

Add All Projects

Click to assign all projects to the user. The permissions configured in the access template selected above are applied to the projects for this user.

Group Name

The database the project is in.

Project Name

Lists the projects with which the user has permissions to work.

Template Name

The access template (set of rights) assigned to the project for this user.

Note: If you are a Contract Management administrator, you cannot select projects because you always have full rights to all projects.

How to access this window:

1. In the Contract Management Administration Application, click User Accounts.
2. Click Edit next a user name.

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