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Object documentationUsers - Setup Window Locate this document in the navigation structure

 

Use this window to define users in SAP Business One. To open the window, from the SAP Business One Main Menu, choose   Administration   Setup   General   Users  .

Users – Setup Window Fields
Superuser

Select this option to specify the user as a superuser.

A superuser:

  • Can access all windows and perform all functions in SAP Business One

  • Can limit the authorizations of users that are not superusers

Mobile User

Select this checkbox to enable the user to work with a mobile device to access their company data.

User Code

Specify a unique code of up to 8 characters with which the user logs on to SAP Business One.

The code is case sensitive and, once saved, cannot be changed.

Note Note

The code must not contain an asterisk (*).

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Bind with Windows Account

Enter the user name of a Microsoft Windows domain user account to enable single sign-on functionality, which enables the user to bypass the Choose Company window and start using the application without being prompted to enter their SAP Business One logon credentials.

After entering a valid user name, the application automatically enters the domain to which the Microsoft Windows user account belongs.

Note Note

To use the single sign-on function, a system administrator must first enable this functionality for all users in the System Landscape Directory. For more information, see SAP Business One Administrator's Guide.

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User Name

Specify a user name of up to 155 characters. The name appears at the top of the main menu and is editable.

Employee

Specify an employee who is not yet linked to any user. SAP Business One automatically creates a counter link for the corresponding employee. You can choose to update fields E-Mail, Mobile Phone, Fax, Branch, and Department with values from the employee master data.

Note Note

In the Employee Master Data window, when linking an employee to a user or updating the above-mentioned fields for an employee who is already linked to a user, you can also choose to update these fields in the corresponding user setup window.

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E-Mail, Mobile Phone, Fax

Enter the user’s E-mail address, mobile phone number, and fax number.

The system uses this information to send E-mails and text messages (SMS) to the user.

Note Note

SMS functionality is available only in certain localizations.

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Mobile Device ID

Enter the ID of the user's mobile device, which they can use to access their company information.

Note Note

To enable the user to work with the specified mobile device, you must also select the Mobile User checkbox.

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Defaults

Define default parameters, for example, address or printing information, for individual users or groups of users, such as the employees in a department.

Branch Assignment

Choose to open the Branch Assignment window to assign the branch to the user.

Note Note

This field is available only if you have enabled multiple branches in the Brazil localization.

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Branch, Department

Specify a user’s branch and department.

Password

If required, specify a password for the user. Regardless of whether a password has been defined, at the next logon, the user will be asked to change it.

Password Never Expires

The user password does not expire, regardless of the password policy defined for the company. The user will never be requested to modify their password.

Change Password at Next Logon

Select this checkbox to prompt the user to specify a new password the next time they log on to SAP Business One.

Locked

Prevents this user from logging on to SAP Business One. By default, this option is deselected, but if the user fails to log on the number of times defined in   Administration   Setup   General   Security   Password Administration   Authentications Before User Account is Locked  , the user is locked automatically by SAP Business One and this option is selected.

Note Note

Only a superuser can unlock locked users.

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Copy Form Settings

Enables you to copy form settings from one user to another. The Form Settings option lets you display or hide frequently used fields, rows, and other options for an active window. You can also arrange the table or row format in each window, add more details, and restore default settings.

Copying form settings may help reduce implementation effort when you set up a group of users in the application or save time when you have to add or remove columns for a group of users, for example.