User Account Information

This table describes the settings in the Account Information area of the user record.
Note: A red asterisk (*) indicates a required field.
Tip: This information can be useful in troubleshooting an account.
Setting Description
Role The user role in the application.
Note: MSP Admins can modify other MSP roles within the same MSP organization.
Username The username for the user. This value is the user credential used when logging in with Direct Access. For more information about user access in the application, see Access Type.
Password The password for the user. This is the password used when logging in with Direct Access.

In Edit mode, you can reset a user password by clicking . An email with a link to the password reset page is sent to the user.

Active User Account If the user account is active in the application or not.
Active Person Account If the user account is available for use in lists of not.
Security Question 1-3 The user's three security questions and answers they set up during account registration.
Note: Only MSP Admins can view this information.
Create Date The date that the account was created.
Activation Date The date that the user account was last made active.
Inactivation Date The date that the user account was last made inactive.
Password Expires The date that the user account password expires.
Last Password Reset The date that the user's password was last reset.
Comments Free text comments added to the user account record.
Last Successful Login The last successful login made by the user.
Last Unsuccessful Login The last unsuccessful login attempt made by the user.
Login Attempts The number of login attempts made that were unsuccessful.
Wand Language Preference The application language preference. From the drop down list, select the language.

This setting specifies the language used for labels in the application.

Email Language Preference The email language preference. From the drop down list, select the language.

This setting specifies the language used in the email notifications.

Wand Record ID The application record identifier.

This identifier can also be used in approval routing. For more information about approval routing, see Add a Routing for a Workflow.

Blocked User Account Setting to permanently disable a user account.
Process Emails Setting to allow a user account to trigger email notices.

You can configure the specific actions that trigger emails for a user account. For more information about this configuration, see Email Preferences and Notifications.

2-step verification Displays the registered contact information if the 2-step verification setting is enabled.
Note: Once a user registers this information, it is used by the application whenever 2-step verification is required.
These fields enable you to manage user access if the setting is enabled. For more information about 2-step verification, see Security Configuration.