User Details

The User Details view is accessed by clicking on a user’s name in the Users page. This view allows administrators to edit user profile information and settings.

User Details

Contact Information

  • Account Status: Displays the current status of the user account. You can change the status here to activate or deactivate the account.

  • Username: The unique username for Username/Password authentication. This field is not available for systems using Fusion Identity authentication.

  • First Name: The user's first name. This is a read-only field for Fusion Identity authentication.

  • Last Name: The user's last name. This is a read-only field for Fusion Identity authentication.

  • Email: The user’s email address. If the email address is unconfirmed, it will be indicated below the field. This is a read-only field for Fusion Identity authentication.

  • Phone: An optional phone number. This is a read-only field for Fusion Identity authentication.

License and Organization

  • License: Select between Team Lead or Team Member for this user.

  • Organization: The user’s default organization. This organization is used by default when the user creates new non-project tasks. The user will only see other organizations in their filters if they have permissions assigned for those organizations.

  • Department: An optional field to specify the user's department.

  • Role: An optional field for additional user information.

  • User Managers: Specify managers for this user. A User Manager has permission to:

    • Login As this user.

    • Edit the User Details for this user.

    • Update the user's task priorities.

  • User Groups: Lists the user groups that this user belongs to. The user inherits any permissions granted to these groups.

Display Options

  • Time Format: Choose between 24-hour and 12-hour formats for time display throughout the application.

  • Date Format: Select the preferred date format. Choosing the option labeled “(default)” will apply the system’s default date format.

  • Time Zone: Select the user’s time zone. Choosing the option labeled “(default)” will apply the system’s default time zone.

Non-Project Task Options

The following options control the visibility and duration settings for non-project tasks:

  • Default Visibility: Determines the default visibility for non-project tasks assigned to the user. Options include:

    • Public: Visible to all users.

    • Organization: Visible only to users in the same organization.

    • User Groups: Specify user groups that can view the task.

    • Private: Only the user can view the task (system administrators can still see private tasks).

  • Duration Options for Non-Project Tasks: Choose between Hours per day, Hours per week, or Days per month. These settings are used to parse and display durations for non-project tasks assigned to the user.

Set Password

  • Change Password at Next Logon: Check this option to force the user to change their password upon their next login.

  • Password Never Expires: Check this option to exempt the user from the Max Password Age setting defined in the System Options.

These options are not applicable to systems using Fusion Identity authentication.

Desktop Apps

  • Assign a Fusion Desktop or Fusion Pipeline license to this user, if available. This allows the user to download and use the corresponding desktop application.

Permissions

  • Click on the Permissions tab to view or edit permissions for the user. For more details, refer to the Permissions documentation.

Deleting a User

  • To delete a user, click the delete icon in the upper-right corner of the view. This action is irreversible and will permanently remove the user and their associated records from the system.

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