Edit users
The content of this page is specific to the Delphi product type. If you are using the Delphi Core product type, click here to access the Delphi Core-specific online help.
You need to be a corporate administrator to edit a user's record. In addition to modifying the user details, you can assign different permission sets and property access levels to the user.
Property administrators can also grant users property access and assign users a default property.
To edit the user details
- Navigate to Setup.
- In the Quick Find search box, enter 'Users' and select it below.
- Click Edit next to the name of the user.
- Modify the fields on this page as appropriate. The following table describes the fields on the user record.
User information details First, Middle, and Last Name Enter the user's name as you want it to appear in the application and in customer-facing documents. Alias This field automatically populates and displays an abbreviation of the user's name. The alias is used on dashboards, reports, and other pages. You can modify this default if needed. This field allows up to eight characters. Email Enter the user's email address. All notifications are sent to this address. This field allows up to 80 characters. If your property is integrated with MeetingBroker, the user's email address must match the username and email address in MeetingBroker. If you are using eProposal, the email address in the eProposal user profile must match as well.
When you update the email address for an existing user account, select the Generate new password checkbox. This is important because this action sends an email to the user to accept the changes.
Username This field is automatically populated and displays the user's email address. You can modify this default if needed. This field allows up to 80 characters. Nickname This field is automatically populated and displays the name used to identify the user in a community. You can modify this default if needed. This field allows up to 40 alphanumeric characters. Title, Company, Department, and Division These fields are used to identify the user in a multiproperty org. User License Select one of the following license types: - Salesforce - This license is only used by corporate administrators.
- Salesforce Platform - This license is used by all other users, including property administrators.
The user license type you select determines which profiles are available for the user.
Role Although the role seems to be required, this field is not used for Amadeus applications. Ignore this field unless your company uses roles for standard Salesforce functions. Profile This controls which areas of the system the user can access and some of the basic actions they can perform. The user license type you select determines which profiles are available for the user. Do not modify these profiles. If a user needs additional permissions outside of what is defined in the user's profile, you can assign the appropriate permission set. For additional information on the tasks that each profile can perform, see Profiles, permission sets, and access levels.
Active Select this checkbox to give the user access. The user is able to log in to the application but cannot create records until you provide access to one or more properties. Users cannot be deleted. They can be deactivated, so they can no longer log in to Salesforce. Only a corporate administrator can deactivate a user by clearing this checkbox.
Deactivated users continue to display on all owned records. They also display on bookings where they were sourced. When their replacement is hired, you can transfer the records to the new user with the Reassign Owners utility. If you are on a version earlier than R41, you can use the Mass Transfer utility in Salesforce.
Locale Settings Select the time zone where the user works. If the user has access to a MeetingBroker integrated property in another time zone, the user's time zone determines when RFP escalations and reminders are sent. Locale determines how date, time, and currency display to the user in the application.
Generate new password Select Generate new password and notify user immediately to send the user the access information. Make sure to select this checkbox when updating the email address for an existing user to prompt the user to accept the changes.
- Click Save.
To modify the user's property access, permission sets, or default property, click Manage User Property Access.