User Summary

The User Summary screen provides access to view and edit a user's details including Organizations, Security Groups, Personas, Login History, and Permissions.

1. From the User Security page, search for a user using the filter fields at the top of the screen. Alternatively, you can locate a user by browsing the list of users.
   The User Summary page displays, as shown below.
   
2. From the Actions menu at the top right, you can select Copy User Permissions or Reset Password.
3. From the tabs at the top of the page, you can manage the user's Organizations, Security Groups, Personas, Login History, and Permissions.

From the main User Summary tab, you can edit the available options by selecting the edit pencil.

Screen Element	Description
User ID	Read only. A unique ID for the user.
Name	Text box. The long name or description of the User ID.
Email Address	Text box. The email address of the user. It is used in the Contact Tracking module to send an email to this user. An email address is required.
Reply To Email	Text box. The email address to which the user wants reply emails to be sent.
Branch	Drop-down. The branch for the new user. This field is only applicable for YMCA & JCC clients.
Account Expiration	You can set a user account expiration date so users cannot access their account after a specific date. This functionality exists for cases where organizations hire temps that should only need access for a given amount of time. The user can no longer log in after this date.
Managed By	Search or browser to select the user who manages the new user.
Primary Search Group	Select the primary search group (subgroup that is typically a chapter) to be used in searches for the user.
Constituent	Select the constituent associated with the new user. The constituent lookup is limited to Individual Record Type. Only individuals can be selected as the associated constituent.
User Options
Active	Toggle. When YES is selected, the user is active. Inactivating a user means the user will not be able to log into ThreeSixty. Before you inactivate a user, make sure they are not assigned to any open or private contact tracking records or that the user doesn't own any public Quick Pick items with no expiration date. As a matter of best practice, you should also re-assign another staff member if the staff member being inactivated is a current segment manager, defined as a manager of other back office users, or defined as a staff person on a current or future Abstracts Call Submission Type. Staff can also be assigned as the point of contact for fundraising planned giving plan, but if the staff being inactivated was the person who worked with the donor to secure the planned giving commitment, it would be appropriate to leave that staff person assigned to the planned giving plan.
Super User	Toggle. When YES is selected, it  indicates that the user is a super user. A super user can view all screens in all personas, regardless of other security groups. However, if organization unit segmentation is defined, those segmentation rules still apply to the super user. Typically, this toggle is set to NO because it allows the user to bypass screen and menu security. Only super users can create other super users on this screen.
Contact Tracking Staff	Select YES to indicate the user is a staff person who can be assigned to contact tracking items. If  YES is selected, the user will display in the Staff Assigned drop-down on the Contact Tracking screen when adding a new record. Please keep in mind that this toggle does NOT affect security on the Contact Tracking screen. Staff that are NOT marked as contact tracking staff will still be able to add, view, and edit contact tracking records (assuming they already have the permissions to do so).
Required Password Change	Toggle. When YES is selected, the user must change the password upon logging in. The password is no longer set to the same as the User ID. Instead, it is generated as an encrypted password that complies with RegEx standards.
User Locked	Toggle. When YES is selected, it indicates the user is locked out of his or her workstation. The system limits repeated access attempts by locking out the user ID after six attempts. If this occurs, the user can try to log in again in 30 minutes, or the administrator can access this screen and select NO.
Allow Email Alert	Toggle. Select YES to allow the user to receive email alerts from the system through Contact Tracking alerts.
Is Network Account	Toggle. When Yes is selected, it indicates the user account is the network account, and the Active Directory is enabled. If the user's network password CANNOT contain a pipe ( | ) character, the system will display a message that the network credentials are incorrect.
Is Administrator	Toggle. This toggle indicates if  the user performs administrator tasks and should have administrator rights. Whether or not this toggle is set to YES or NO is calculated by the system based on the following properties: ·       User is a super user ·       User belongs to a security group with access to Application Designer and Database Designer ·       User belongs to a security group with access to publish screens ·       User belongs to a security group with access to use debug tools ·       User has permission to specific security application. For more information, see information regarding Administrative Application toggle on the Application Security page. This toggle is set  automatically based on the criteria outlined above. It is a requirement for PA-DSS/PCI that all activities performed by a user who has  "administrative" rights must be recorded. The "Is Administrator?" toggle is an indicator that all of the user's activities are tracked by PA-DSS audit logging service. Security Applications that are Administrator Applications will have Inherit Module Security set to No and disabled. The following applications will need to be reassigned if they were previously inheriting these permissions from the module: Settings.ApplicationSettings Settings.OrganizationSettings Committee.Segmentation CRM360.Segmentation Subgroup.Segmentation Settings.UserSecurity Settings.SecurityGroups Settings.AccessPoints Settings.ApplicationSecurity
Auto Create Batch	Toggle. If YES is selected, the system will automatically open a batch when the user proceeds through the payment workflow in PersonifyGO. If NO is selected, when the user tries to create a batch through the payment workflow, the Batch Chooser screen will open asking the user to select a direct or deferred batch. The security setup defined for the security group to which the user belongs will override the Auto Create Batch flag. Therefore, even if the Auto Create Batch checkbox is checked, if the user does not have access to create batches, the system will NOT auto-create a batch.