farmerswife

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Object Manager - Modifying Users





Field
Description
Nick Name  
Mandatory field. Will be the name throughout farmerswife for this User (on Bookings, in Reports etc.) and also login for the User. Only a-z and 0-9 are allowed.
The Nick Name is case sensitive unless the Toolbox Setting: Case Sensitive Matching On User Names When Logging In is not ticked in Toolbox > Settings > Server Setup.

If the Legacy Web Client module is licensed, the Nick Name will be the User’s login also through the Legacy Web Client. As Web Client logins have to be unique the Nick Name cannot be repeated as login name for Client Contacts or Resource Contacts that have access to the Web Client. 
Password
Mandatory field. Will be the password for the User to log into farmerswife using the Client application or Web Client (if licensed). The password is case sensitive. Only a-z and 0-9 are allowed.
First Name  
Enter the User’s first name.
Last Name  
Enter the User’s last name.
Number  
Optional field to define e.g. a User’s employee personnel number.
Ref  
A reference ID for the User. Often used in conjunction with integration to Financial Systems or for running specific Financial Reports.
Title
Specify the User’s job title.
Email
Specify the User’s Email. This Email address will be used when notifying the User about Bookings, etc.
Phone Home
The User’s home phone number.
Phone Work
The User’s work phone number.
Phone Direct
The User’s direct phone number.
Phone Mobile
The User’s mobile phone number.
Fax
The User’s fax machine number.
Icon
Select the icon that will be associated with the User in farmerswife. Note that customised icons can be added to the system. Please refer to the example files and readme.txt located in the farmerswife Server\custom_icons\ folder, and to the corresponding manual.
Active

Only Active Users can be booked in farmerswife.
It is strongly recommended that when a person leaves the company, this option is set to not active. This action will also free a license for activating another User. Do NEVER delete a User since this will also delete the history from the system.
Causes Conflict

If checked the User causes a conflict when double booking (mind the Booking Status). If disabled, the User won't cause any conflict.
Inherit Rate and Activities From Object Class

Check this box if the Rates are to be taken from the Object Class or their Activities this User belongs to. When selecting this option, the next fields for entering Rates will be disabled; but note that Activities (in the User Preferences) will still be available in case the User has a different pricing for a specific Activity not shared with the rest of Users in the Object Class.
Buy/Sell Hour Rate

The cost of the User to the company (buy) and the cost of the User to the client/customer per Hour (sell). The symbol or letters within brackets are the type of currency, as defined in the Financial tab.
Buy/Sell Rate DayTax

Same as above, but these fields define the amounts per Day.
Select Yes if the default tax defined in the Financial tab must be applied.
Buy/Sell Rate (Overtime)

By checking the Overtime box, the fields next to it are enabled for entering a new Rate to be paid to this User if working overtime (see next option).
WorkingTime/Hours

Set the working time (start and end time) of the User. If the User is booked outside this range, the Rate set in the previous field will apply.
Groups[Add/Remove]

Add or Remove the Groups that this User belongs to by clicking on the menu icon. Refer to the Object Manager for details on how to define Groups.
Note
Any additional information regarding the User.
Confirm Note
Define an optional Confirmation Note which will appear as a popup when the User is booked.
Address
Specify the User’s postal address.
Microsoft Active Directory ® Connector
Please refer to the "MS Active Directory© Connector Setup" instructions for more details.
User License Type

Select here whether the User is an Advanced User or a Web User. When set to Web, the Permission Profile selector displays the Web PermissionsProfiles and when clicking on the drop down-menu icon the Web ProfileManager can be accessed directly. If set to Advanced, the Permission Profile selector displays the Advanced Permission Profiles and clicking on the drop-down menu icon and "Edit", the Profile can be accessed, among other options explained further down.

Permission Profile

Please see below for a detailed explanation.

Microsoft Exchange ® Settings

Only to be seen if licensed. This is a licensed module. Please see detailed information on theconfiguration in the Exchange Solution manual.

Punch Clock Start Time

Only to be seen if activated in the Server Setup > Users tab. Set a start date from which day onthe User will be asked to Punch Clock In/Out times. Only available for Advanced Users. See moredetails in the corresponding manual.

Custom Fields

Allows to add more fields of information to a User. The Custom Field icon, found in the lower leftcorner of the window, will only appear if Custom Field Templates have been previously defined.These Templates can only be created from the Object Manager. Click on the icon to select aCustom Fields Template to apply to the User Profile.

Inherit Matching Object Customs Values From Contact

If clicked, matching Object Custom values will be taken from identical Contact Custom Fields.Both the Contact Custom Fields and the Object Custom Fields have to be the same.




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