Field reference
User
How to use User in Users & Permissions: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create users and assign the roles required for their duties. System users and website users have different access. Test both allowed and denied record access; creating a role is not a reason to grant unrestricted administrator rights.
This page is a record page in System Admin → Users & Permissions. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Email, First Name.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open User from System Admin → Users & Permissions, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Enabledenabled | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Emailemail | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
First Namefirst_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Middle Namemiddle_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Last Namelast_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Full Namefull_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Usernameusername | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Languagelanguage | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Language |
Time Zonetime_zone | Autocomplete Optional | Complete the value according to the field label and the record’s validation rules. |
Send Welcome Emailsend_welcome_email | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Role Profilesrole_profiles | Table MultiSelect Optional | Select the permitted linked entries; the stored rows associate those records with this document. Linked record: User Role Profile |
Module Profilemodule_profile | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Module Profile |
Gendergender | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Gender |
Birth Datebirth_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Interestsinterest | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Phonephone | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Locationlocation | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Biobio | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Mobile Nomobile_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Mute Soundsmute_sounds | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Desk Themedesk_theme | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Code Editor Typecode_editor_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Banner Imagebanner_image | Attach Image Optional | Upload an appropriate image in a supported format. Logo and profile images have different purposes and access requirements. |
Search Barsearch_bar | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Notificationsnotifications | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Sidebarlist_sidebar | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Bulk Actionsbulk_actions | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
View Switcherview_switcher | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Sidebarform_sidebar | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Navigation Buttonsform_navigation_buttons | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Timelinetimeline | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Dashboarddashboard | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Show Absolute Datetime in Timelineshow_absolute_datetime_in_timeline | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Logout From All Devices After Changing Passwordlogout_all_sessions | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Send Notifications For Documents Followed By Medocument_follow_notify | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Frequencydocument_follow_frequency | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Auto follow documents that you createfollow_created_documents | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Auto follow documents that you comment onfollow_commented_documents | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Auto follow documents that you Likefollow_liked_documents | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Auto follow documents that are assigned to youfollow_assigned_documents | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Auto follow documents that are shared with youfollow_shared_documents | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Email Signatureemail_signature | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Send Notifications For Email Threadsthread_notify | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Send Me A Copy of Outgoing Emailssend_me_a_copy | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allowed In Mentionsallowed_in_mentions | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
User Emailsuser_emails | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: User Email |
Default Workspacedefault_workspace | Link Optional | If left empty, the default workspace will be the last visited workspace Linked record: Workspace |
Default Appdefault_app | Select Optional | Redirect to the selected app after login |
Simultaneous Sessionssimultaneous_sessions | Int Optional | Enter a whole-number value. |
Restrict IPrestrict_ip | Small Text Optional | Restrict user from this IP address only. Multiple IP addresses can be added by separating with commas. Also accepts partial IP addresses like (111.111.111) |
Last IPlast_ip | Read Only Optional · Read-only | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Login Afterlogin_after | Int Optional | Allow user to login only after this hour (0-24) |
User Typeuser_type | Link Optional | If the user has any role checked, then the user becomes a "System User". "System User" has access to the desktop Linked record: User Type |
NexCom signup audiencenexcom_signup_source | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
NexCom applicant email verifiednexcom_email_verified | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Last Activelast_active | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Login Beforelogin_before | Int Optional | Allow user to login only before this hour (0-24) |
Bypass Restricted IP Address Check If Two Factor Auth Enabledbypass_restrict_ip_check_if_2fa_enabled | Check Optional | If enabled, user can login from any IP Address using Two Factor Auth, this can also be set for all users in System Settings |
Last Loginlast_login | Read Only Optional · Read-only | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Social Loginssocial_logins | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: User Social Login |
API Keyapi_key | Data Optional · Read-only | API Key cannot be regenerated |
Active Sessionsactive_sessions | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: User Session Display |
Child tables
Role Profiles — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Role Profilerole_profile | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Role Profile |
User Emails — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Email Accountemail_account | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Account |
Email IDemail_id | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Awaiting Passwordawaiting_password | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Used OAuthused_oauth | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Enable Outgoingenable_outgoing | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Social Logins — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Providerprovider | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Usernameusername | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
User IDuserid | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Active Sessions — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
IDid | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Is Currentis_current | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
IP Addressip_address | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
User Agentuser_agent | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Session Createdsession_created | Datetime Optional | Record the date and time in the configured system/user time zone. |
Last Updatedlast_updated | Datetime Optional | Record the date and time in the configured system/user time zone. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.