Enter, or click to select, an existing employee ID for this user.

You must first set up the employee ID on the Manage Employee Information screen.

Enter this user's phone number. To receive text message notifications, enter a mobile number.

Use this field to enter the user's phone number extension.

To allow this user to change the phone and extension information on the Configure User Preferences screen, select the Phone and Extension check box in the Preferences User Can Change section.

Enter, or click to select, the default locale for this user. The field to the right displays the descriptive name of this locale ID. Alternatively, you can use this unlabeled field to search for the descriptive name of the locale ID you want to use when you click .

You must first set up locale IDs on the Manage Locales screen

Enter the user's email address.

• Email
• IM
• System Default
• Device Notification
• SMS Message

The default notification method is based on the preferred notification method set in Configure System Settings.

Costpoint must be configured for Skype for Business for the IM option to display.

The Device Notification method will send the user alerts on their laptop or Android device, using the default notification method of the device.

If you select multiple methods, for example Email and IM, Costpoint will send the user an email and an IM message when corresponding events occur.

Enter, or click to select, the deactivation date, if applicable, for this user. After this date, the user will not be able to log into Costpoint.

If you selected the Verify Employee Status at Login check box on the Configure System Settings screen, Costpoint compares the date you enter here to the Termination date on the Employee Info tab of the Manage Employee Information screen. If the Termination date and the Deactivation Date are the same, the user can still enter Costpoint on that date. If the Termination date is later than the Deactivation Date, the user can no longer enter Costpoint.

This field displays the date the user last changed his Costpoint login password on the Configure User Preferences screen.

When creating new user data, Costpoint automatically populates this field with the current date. This field, in conjunction with the Password Life field in the Corporate Settings group box on the Configure System Settings screen, determines when a user will be forced to change his password. You can change this date to a later date to give the user more time before being forced to change the password, or change it to an earlier date to force the user to change the password sooner.

This field automatically displays the date the user last logged into Costpoint. Enter or, click to select, a different date.

Select this check box to force the user to change their password upon login.

Initially, you must provide this user a password using the Authentication tab and select this check box to force this user to change that password upon first login. You should also select this check box when users forget their password and you need to provide them with a new password.

Select this check box to have Costpoint send an email when a process/report is completed in batch mode.

Select this check box to allow this user to override the priority level of a batch job when using Costpoint's submit batch job function.

Select this check box to allow this user to report issues through the System Error dialog box and/or Help Menu.

Select this check box to allow this user to update the User Name field on the Configure User Preferences screen.

Select this check box to allow this user to update the Reporting Company and Default Company fields on the Configure User Preferences screen.

Select this check box to allow this user to select or clear the Notify When Batch Job Is Completed check box on the Configure User Preferences screen.

Select this check box to allow this user to update the Phone and Extension fields on the Configure User Preferences screen.

Select this check box to allow this user to use the fields in the Password Information group box on the Configure User Preferences screen to change his/her password.

Enter, or click to select, the default company with which you want to associate this user.