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Adaptive Insights
Knowledge and Support - Adaptive Insights

User Fields

Describes the all the fields on the User profile in Administration.

 Check out Create or Edit Adaptive Users for step-by-step instructions. 

Field  Description Can the User Update in My Profile?
Name (required) Enter the full name of the user. This appears on the All User list under Name. Yes
Position Enter the user's title or position. Yes
Username (required) Create a username.  Best Practice: use the corporate email address of the user for easy recall and easy contact. No
Email

Use this option if the username is not an email address. 

If you want to email the user from the All User page or add the user to a User Group, you must link the profile to an email address. 

Yes
Use username as email

Use this option if the username is an email address.

If you want to email the user from the All User page or add the user to a User Group, you must link the profile to an email address. 

Yes
Home page Select the page you want the user to see when they first log in. Yes
Time zone, Country, and State Enter location information about the user.  Time stamps use the  time zone selected here for the user.  Yes
Instance Access

Select all instances the user can access.  You only select instances that  roll up to the one you're in.  As a best practice, log in to your top "parent" instance to see all the instances below it.

This field appears for multi-instances only. 

No
Default Instance

The default instance is the instance the user accesses upon login. 

This field appears for multi-instances only.

Yes
Role

Use the dropdown to select the Role you want to assign to the user.

This field is not required to save the profile, but it is required for the user to be able to log in to Adaptive Insights.

You need Admin Access > Roles to see this field.

No
Level access

Select the levels the user can access. If you select a level with sub-levels, the user can access the level and all its sub-levels.

This field is not required to create a valid username and password, but it is required for the user to be able to access data in Adaptive Insights

No
Password and Re-enter password

(required) Enter the same password in both fields to update the users password. Password requirements are set in Administration > Setup

If you use SSO, this isn't the password your users will use.

Yes
Failed Attempts

Indicates how many the times the user tried to login with an incorrect password.

This field is visible only if you have Allowed Failed Attempts defined in the General Setup.

No
State

Select unlocked from the dropdown to let the user login again.

This dropdown only appears when a user has locked themselves out. 

This field only appears if you have Allowed Failed Attempts defined in the General Setup.

No
Salesforce User Name 

Enter the user's Salesforce login ID.

This field only applears for Salesforce SSO instances.

No
NetSuite Login Email

Enter the user's NetSuite login ID.

This field only appears if NetSuite SSO is enabled in General Setup.

No
SAML Login ID

Enter the user's SAML identification.

This field only appears if  the SAML option is enabled.

No
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