Common Components Help

AEF Help

Editing Person Details

Users assigned to the role of Organization Manager can make changes to the basic details and attributes that are specific to a person definition. The link can be accessed from a company's People page.

To edit a person definition

1. Click Tools > Administration > Companies to view a list of companies. (This link is available only for users defined in the role of Organization Manager.)

The Administration: Companies page opens.

1. From the company category list, click People.

The list that is displayed shows all people currently defined in the database for the context company with their login names and company names.

2. Click the name of the person whose definition you want to edit.
3. On the Properties page, click Edit Details from the page Actions menu.
4. Make changes, as necessary. The following can be changed:
5. Modify password information:
• Type the Password that the person will use to access the application(s). The password is case-sensitive.
• Type the same password in the Confirm Password text box.
6. Modify Name information:
• Type the person's First Name.
• Type the person's Middle Name.
• Type the person's Last Name.
7. Modify Business Unit and Location information:
• Select a Business Unit from the drop-down list.
• Select a Location from the drop-down list.
8. Change the Company Representative status, if applicable.
9. Modify phone information, including any of the following:
• Office Phone
• Home Phone
• Pager
• Fax
10. Modify network access information:
• Add the person's Email Address. This address appears on the People page and provides a direct link from that page to create a new email message for the person.
• For system-generated e-mails, specify the language in System Generated Mail Preference.
• Add the URL for the person's Web Site, if one exists.
11. Check whether the person's Login Type is Standard or Secure ID.
12. Check whether or not the person can Host Meetings.
13. Change the person's Meeting Username.
14. Modify address information, including any of the following:
• City
• State/Region
• Postal Code
• Country
15. Modify absentee information, including any of the following:
• Click the calendar button and select the Absence Start Date.
• Click the calendar button and select the Absence End Date. Required if the Absence Start Date is specified.
• To select the Absence Delegate who should be assigned tasks during the absence period, click and select the person. See Finding and Selecting People.
16. If you want to use a Vault other than the default, click to specify where the person will access database objects. This field is displayed only if more than one vault is available to the context user.
17. Select a JT Viewer.
18. Select a Default Store.
19. Specify a Date Format, which is the format used for dates that display in the MatrixOne applications you use.
20. Select a List Separator, which defines the character used for the import/export of table data. This can be set for by individual user.
21. Click Done to accept changes.

To add or change a person's roles

1. From the Properties page category list for the person whose role assignments you want to change, click Role.

The Roles page opens, showing all roles assigned to the person with a short description of each.

2. To add role assignments for the context person, click Add Existing from the page Actions menu.

The Search screen for Roles appears, allowing you to search for roles. For information about searching for roles, see Finding and Selecting People.

3. To remove role assignments for the context person, click the check box in the row for each role assignment you want to remove and click Remove from the page Actions menu.

To add or change a person's groups

1. From the Properties page category list for the person whose group assignments you want to change, click Group.

The Groups page opens, showing all groups assigned to the person with a short description of each.

2. To add group assignments for the context person, click Add Existing from the page Actions menu.

The Search screen for Groups appears, allowing you to search for groups. For information about searching for roles, see Finding and Selecting People.

3. To remove group assignments for the context person, click the check box in the row for each group assignment you want to remove and click Remove from the page Actions menu.