Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Manage Users

Use this screen to set up user-specific data for Costpoint.

Note: Companies frequently limit access to these screens to system administrators, who can, by using options on these screens, permit users to change a limited number of data fields (such as telephone, password, and some defaults) set up on the Configure User Preferences screen.

Use this screen to add a new user or to edit existing user information. This screen has the following tabs:

  • Information: Use this tab to enter user information, such as password, status, assign a preferred notification method, and assign permissions to change user information.
  • Workflow: Use this tab to specify workflow and email user preferences.
  • Printing Defaults: Use this tab to enter a user's default Web printing settings and locale (if they differ from the system defaults).
  • Authentication: Use this tab to define how Costpoint verifies user login.
  • Web Services: Use this tab to define web services access settings.
  • User Interface: Use this tab to specify settings for screen configuration changes.

You must also consider the following when using this screen:

  • Before you can assign a default locale to a user on this screen, you must first enter locale information on the Manage Locales screen.
  • Before you can assign a default printer to a user on this screen, you must first establish a catalog of printers that will be available for selection when printing reports from Costpoint on the Manage System Printers screen. You must already have linked a user to one or more printers using the Assigned Users/User Groups subtask on the Manage System Printers screen.
  • Before you can assign an employee ID to a user on this screen, you must first set up the employee on the Manage Employee Information screen.
  • Before you can assign a default company to a user on this screen, you must first set up the company on the Configure Company Information screen.
  • Before you can assign a default taxable entity to a company to which you have enabled user access on this screen, you must first set up the taxable entity on the Configure Company Information screen.
  • Before you can assign a default organization security group to a company to which you have enabled user access on this screen, you must first set up the organization security group on the Manage Organization Security Groups screen.
  • Before you can assign one or more user groups to this user, you must first enter user group information on the Manage User Groups screen.
  • Before you can change the preferred notification method, Costpoint must be configured for Skype for Business.

After you specify your preferences, click on the toolbar to save your settings.