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.

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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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