The Security User general edit page allows users to edit the information for the selected User. Once changes are made the user can click the Save button in the bottom right hand corner to commit changes to the database. Note: User permissions might be restricted by Form permissions or the record being locked.

Setting Password

Click the Set Password button.

This will open a Set Password dialog.

Enter a password. Note: the password must be at least 6 characters, and must contain 1 lower case letter, 1 uppercase letter and 1 number. Click Save when done. Note: this only saves the password change, not any other changes to the user.

Note: for Windows Authentication based login passwords are not required. See Authentication Modes.

Tab Strip

The tab strip at the top of the page allows the user to go back to the Security User grid Selection, to the Banks page, to the Forms page, or Roles page.

Security Role Fields

Field Description
Field Description
Security ID Will populate automatically when the User is created. Unique identifier of the User.
Login ID This is the human readable ID the User is referenced by. It is the Login ID the User logs in with. Note: on Windows Authentications systems the Login ID may require {domain}\{user} name.
First Name User's first name.
Middle Name User's middle name.
Last Name User's last name.
Description A longer text description of the User.
Password This is the password the User will use to login to system. Passwords are stored encrypted in the database and are never displayed on screen.
Password Must Change If checked the User must change their password on next login. See Master Page for how to change passwords.
Password Never Expires If checked the password will not have to be reset. If unchecked, then CE will check if the time since the password was last set exceeds the password retention range and if so force the User to change their password prior to accessing CE. The password retention range is maintainable in the web.config.
Password is Locked If there are a number of failed attempts exceeding the failed attempts limit then the User's account is locked. The failed attempts limit is maintainable in the web.config.
User Is Active If not checked the User cannot log in.
Last Logged In The most recent date/time the User logged in. [Read Only on info bar]
Failed Logins The number of failed login attempts. [Read Only on info bar]
Password Last Changed The date the password was last changed. [Read Only on info bar]