User Screen Field Reference

Find field reference information for the User screen.

General tab
Additional Settings tab
Function Permissions tab
Company / Division Permissions tab
Estimating Permissions tab
Contact Types tab

General tab


Field	Description
First	Enter the user's first name.
Initial	Enter the user's middle initial.
Last	Enter the user's last name.
Suffix	Enter the user's name suffix (for example, Jr. or III).
Sort Name	Displays the text used for sorting user names in lookup lists and reports. The default text is based on the first 40 characters in the user's last name in upper case. If you want to override the default sort name, enter the sort name.
E-mail	Enter the user's email address.
Instant Messenger ID	Enter the user's instant messenger ID.
Home Phone	Enter the user's home phone number.
Work Phone	Enter the user's phone number for the user.
Extension	Enter the user's work phone extension.
Status	Select the status of the user. Active - The user is available for use and appears in lookup lists. Inactive - The user is not available for use and does not appear in lookup lists on other screens. However, it persists in previous selections.
Memo	Enter any comments or notes about the user.
Authentication - You can set up both ProContractor authentication and Windows authentication for a single user. The user can select which authentication type to use when logging in. You must set up at least one authentication type for a user to be able to access the application. Note: If the Registered ID field has a value and the Mapped checkbox is selected, this user has already set up their Trimble ID account. The other authentication fields on this screen are no longer applicable.
For ProContractor Authentication
Login Name	Enter a unique login name for the user. The login name must be unique, can contain up to 40 alphanumeric characters, and must not contain any spaces.
New Password	Enter a password for the user. The password is case sensitive and can contain up to 40 characters. The password is masked and won't display.
Verify Password	Re-enter the password for the user. This value must match the value in the New Password field.
For Windows Authentication
Domain\User Account Name	Enter the Windows login credentials in the format of domain\user. The domain and user name must exactly match the user's Windows login credentials. Note: If you enter Windows authentication credentials and the user wants to use those credentials to log into the application, they must select Windows in the Authentication field on the login screen. See Log in to ProContractor for details.
For Trimble ID Authentication
Registered ID	The user's Trimble ID user name.
Mapped	Selected if this user has linked their Trimble ID to this ProContractor account.
Group and License
User Group	Enter the user group code or select a user group from a list. The user inherits all permissions associated with the user group. You can view and override the permissions for the user, if needed.
Reserve License	Indicates whether a license is reserved for the user. Reserving a license associates a license seat with the user, meaning that the license is no longer available for concurrent use. Select the checkbox to reserve a license.

Additional Settings tab


Field	Description
Service Broker Settings - Service Broker is a feature of Microsoft SQL Server that manages requests to SQL Server. The settings in this section determine whether the user will receive administrative messages (including failure notices) and activity messages from Service Broker.
Administrator	Displays the Service Broker administrator setting of the user group for the user. The service broker administrator will receive administrative messages (including failure notices) from Service Broker. To override this setting, select the appropriate option. Important: Enable this option for at least one user. Yes - The user will receive administrator messages (including failure notices) from Service Broker. No - The user will not receive administrator messages from Service Broker. Use Group Setting - The User Groups screen setting is used to determine whether the user will receive administrator messages from Service Broker.
Display Messages	Displays the Service Broker messages setting of the user group for the user. This setting determines whether the user will receive activity messages from Service Broker. To override this setting, select and choose the appropriate option. Tip: Enable this option for all users. Yes - The user will receive activity messages from Service Broker. No - The user will not receive activity messages from Service Broker. Use Group Setting - The User Groups screen setting is used to determine whether the user will receive activity messages from Service Broker.
Publisher Settings
Administrator	Displays the Publisher administrator setting of the user group for the user. The publisher administrator will receive administrative messages (including failure notices) from Publisher. Yes - The user will receive administrator messages (including failure notices). No - The user will not receive administrator messages. Use Group Setting - The User Groups screen setting is used to determine whether the user will receive administrator messages.
Project Management Settings - The settings in this section determine the user's access to projects and whether a default project is entered for the user.
Project Permissions	Displays the project permissions setting of the user group for the user. Full Access - The user has full access to all projects and project-related screens. Access By Contact Type - The user has access to projects and project-related screens based on the contact type setting. In order to access a project, the contact type associated with user must have project permissions set to Full Access on the Contact Type screen and the user must be included as a contact for the project on the Project screen. Use Group Setting - The User Groups screen setting is used to determine the user's access to project and project-related screens.
Remember Last Project	Displays the last project setting of the user group for the user. This setting determines whether the Project field on entry screens in the Projects module default to the most recently used project for the user. This is convenient for users that typically use a single project, such as a project manager. Yes - The Project field defaults to the most recently used project for the user. No - The Project field doesn't default to the most recently used project for the user. Use Group Setting - The user group setting is used to determine whether the Project field defaults to the most recently used project for this user.
Approve Vendor Invoice Settings - The settings in this section determine whether the user can modify vendor invoices using the Approve Vendor Invoices screen.
Prevent Changing Invoice Status	Displays the prevent changing invoice status setting of the user group for the user. This setting determines whether the user can change the status of a vendor invoice on the Approve Vendor Invoices screen. Yes - The user cannot change the status of a vendor invoice. No - The user can change the status of a vendor invoice. Use Group Setting - The user group setting is used to determine whether the user can change the status of a vendor invoice. Note: If a user has access to the Enter Vendor Invoice screen, that user is able to change the invoice status on that screen regardless of this setting. If you want to prevent a user from changing the status of a vendor invoice, they should have access only to the Approve Vendor Invoices screen.
Prevent Changing Distribution & Order Lines	Displays the prevent changing distribution and order lines setting of the user group for the user. This setting determines whether the user can change the distribution lines and order lines of a vendor invoice on the Approve Vendor Invoices screen. Yes - The user cannot change the distribution lines and order lines of a vendor invoice. No - The user can change the distributions lines and order lines of a vendor invoice. Use Group Setting - The user group setting is used to determine whether the user can change the distribution lines and order lines of a vendor invoice. Note: If a user has access to the Enter Vendor Invoice screen, that user is able to change the invoice status on that screen regardless of this setting. If you want to prevent a user from changing the distribution and order lines on a vendor invoice, they should have access only to the Approve Vendor Invoice screen.
Binder Settings
Prevent Deleting Binder Item	Displays the prevent deleting binder setting of the user group for the user. This setting determines whether the user can delete binder items on the Approve Vendor Invoices screen. Yes - The user cannot delete a binder item. No - The user can delete a binder item. Use Group Setting - The user group setting is used to determine whether the user can delete a binder item.

Function Permissions tab

Each row in the grid on the Function Permissions tab represents a screen in the application and the user's permission for the screen. These permissions may originate from the license or the user group or you may have set them.

To change the user's permission to a single screen, select in the User Settings field in the row for the screen and select the new permission.
To change the user's permissions to multiple screens, select the Select checkbox in the row for each screen, then select in the Select Permission field and choose the new permission.
To change the user's permissions for all screens, select the checkbox in the header of the Select column to select all rows, then select in the Select Permission field and select the new permission.


Field	Description
Line Number	Displays a unique identifier for the line item.
Task Group	Displays the module for the screen.
Path	Displays the path for the screen.
Function	Displays the name of the screen.
Function Type	Displays the type of function or feature: Entry, Report, Setup, or Posting.
License Authorization	Displays the permission to the screen based on the license. You can downgrade a permission in the User Settings field.
User Group Permissions	If you have associated the user with a user group, displays the permission to the screen based on the user group. You can downgrade a permission in the User Settings field.
User Settings	Choose the user's permission to the screen. Full Access - Read/Write access to the screen. If the license grants full access, you can change the permission to View Only or No Access. View Only - Read-only access to the screen binder items can be opened and viewed. If the license grants view-only access, you can change the permission to No Access. View Only access is not available for report screens or posting screens. No Access - No access to the screen.
User Permissions	Displays the user's current permission to the screen.

Company / Division Permissions tab

Each row in the grid on the Company / Division Permissions tab represents a company set up in the application and the user's permission for the company. These permissions may originate from the user group or you may have set them.

To change the user's permission to a single company/division, select in the User Settings field in the row for the company/division and select the new permission.
To change the user's permissions to multiple companies/divisions, select the Select checkbox in the row for each, then select in the Select Permission field and select the new permission.
To change the user's permissions for all companies/divisions, select the checkbox in the header of the Select column to select all rows, then select in the Select Permission field and select the new permission.


Field	Description
Company Permissions grid
Company	Displays the code that identifies the company.
Company Name	Displays the name of the company.
User Group Permissions	If you have associated the user with a user group, displays the permission to the company based on the user group. You can downgrade a permission in the User Settings field.
User Settings	Select the user's permission to the company. Full Access - Read/Write access to the company. No Access - No access to the company.
User Permissions	Displays the user's current permission to the company.

Division Permissions grid - Each row in the grid is a division for the company and the user's permission for the division. A user must have permissions to the company for the division to have permission to the division. Screens that don't contain division information are otherwise accessible. For example, posting groups are not associated with a division, so posting group screens and posting screens are not secured by division. The permissions may originate from the user group or you may have set them.
Division	Displays the code that identifies the division.
Division Name	Displays the name of the division.
User Group Permissions	If you have associated the user with a user group, displays the permission to the division based on the user group. You can downgrade a permission in the User Settings field.
User Settings	Select the user's permission to the division. Full Access - Read/Write access to the division. No Access - No access to the division.
User Permissions	Displays the user's current permission to the division.

Certain screen are designed to display information pertaining to a division even if the user does not have access to the division - unless you take further action.

For example, if a user has permissions to the Enter Customer Invoice screen, the user can view all distribution lines regardless of the division associated with each line.

If you don't want the user to see even this information, you will need to set the screens to No Access on the Functions Permissions tab.

These are the screens not secured by division alone:

Projects

Print Contract Invoices
Print Time & Material Invoices
Project Document Forms
Lien Notice and Release Forms

Financial

Balance Sheet (and the Balance Sheet widget)
Bank Reconciliation Report
Check Listing Report
Check Register
Consolidated Balance Sheet
Sales & Use Tax Report

Customers

Customer Statements

Vendors

Print Vendor Payments
Print Forms 1099-MISC
Print Forms 1099-INT
Print Forms 1099 Summary Report
Print Forms T5018
Print Forms T5018 Summary Report
PO Item Purchase History Report

Employees

Certified Payroll Data Export
Certified Payroll Report
Deduction Report
EEO Report
Employee Fringes Report
Employee Withholding Report
Employment Status Report
Export Forms T4
Fringe Report
Oregon WBF Quarterly Tax Report
Pay Cycle Withholding Report
Print Payroll Checks & Advices
Payroll Current Earnings Statement
Payroll Federal Earnings and Tax Report
Payroll Federal Unemployment Tax Report
Print Form 941
Print Form 941 - Schedule B
Print Forms W-2
Print Forms W-2 Summary Report
Payroll Historical Earning Statement
Payroll Insurance Report - Detail
Payroll Insurance Report - Summary
Payroll Local Earnings and Tax by Month
Payroll Local Earnings and Tax by Quarter
Print Forms T4
Print Forms T4 Summary Report
Record of Employment
Union Fringes and Deductions

Estimating Permissions tab

Use this tab to set the user's access to features within the Manage Estimates screen.

Note: All estimating permissions are disabled by default. Enable permissions as needed when you create a user.


Field	Description
All Rights	Select to select all checkboxes on the Estimating Permissions tab. Clear the checkbox to Clear all checkboxes on the Estimating Permissions tab, allowing you to grant permissions more specifically.
Allow Update of Cost Item Status Field	Select to enable the Status field for the cost items for the user. Clear the checkbox to disable the Status field for the cost items for the user.
Allow Access to Formula Maintenance	Select to allow the user access to Formula Maintenance screen. The user needs access to the Estimate tab to be able to select FM and access the Formula Maintenance window. Clear the checkbox to disable Formula Maintenance for the user.
Allow Access to Assembly Setup	Select to allow the user access to Enterprise Level Assembly Setup. The user needs access to the Estimate tab to be able to select ASM and access the Assembly Setup window. Clear the checkbox to disable Formula Maintenance for the user.
Takeoff
View	Select to allow the user read-only access to the Takeoff tab on the Manage Estimates screen. You must grant View access in order to grant Edit access. Clear the checkbox to hide the Takeoff tab on the Manage Estimates screen from the user.
Edit	Select to allow read/write access to the Takeoff tab on the Manage Estimates screen. Clear the checkbox to prevent the user from making changes to the Takeoff tab on the Manage Estimates screen.
Notepad
View	Select to allow the user read-only access to the NotePad tab on the Manage Estimates screen. You must grant View access in order to grant Edit access. Clear the checkbox to disable the NotePad tab on the Manage Estimates screen for the user.
Edit	Select to allow the user read/write access to the NotePad tab on the Manage Estimates screen. Clear the checkbox to prevent the user from making changes too the NotePad tab on the Manage Estimates screen.
Catalog
View	Select to allow the user read-only access to the Catalog tab on the Manage Estimates screen. You must grant View access in order to grant Edit access. Clear the checkbox to hide the Catalog tab on the Manage Estimates screen from the user.
Edit	Select to allow the user read/write access to the Catalog tab on the Manage Estimates screen. Clear the checkbox to prevent the user from making changes to the Catalog tab on the Manage Estimates screen.
Estimate
View	Select to allow the user read-only access to the Estimate tab on the Manage Estimates screen. You must grant View access in order to grant Edit access. Clear the checkbox to hide the Estimate tab on the Manage Estimates screen from the user.
Edit	Select to allow the user read/write access to the Estimate tab on the Manage Estimates screen. Clear the checkbox to prevent the user from making changes to the Estimate tab on the Manage Estimates screen.
Change Orders
View	Select to allow the user read-only access to the Change Orders tab on the Manage Estimates screen. You must grant View access in order to grant Edit access. Clear the checkbox to hide the Change Orders tab on the Manage Estimates screen from the user.
Edit	Select to allow the user read/write access to the Change Orders tab on the Manage Estimates screen. Clear the checkbox to prevent the user from making changes to the Change Orders tab on the Manage Estimates screen.
Summary
View	Select to allow the user read-only access to the Summary tab on the Manage Estimates screen. You must grant View access in order to grant Edit access. Clear the checkbox to hide the Summary tab on the Manage Estimates screen from the user.
Edit	Select to allow the user read/write access to the Summary tab on the Manage Estimates screen. Clear the checkbox to prevent the user from making changes to the Summary tab on the Manage Estimates screen.
Cost-Related Fields - Use this area to set the user's access to all cost-related fields within the Manage Estimates screen.
View	Select to allow the user read-only access to all cost-related fields on the Manage Estimates screen. You must grant View access in order to grant Edit access. Clear the checkbox to hide cost-related fields on the Manage Estimates screen from the user. A user with no access to cost-related fields can still add and modify cost items, enter or adjust quantities, and adjust overhead and profit percentages. A user with no access to cost-related fields cannot see any cost-related fields within the Manage Estimates screen. To prevent a user from viewing cost-related fields on other screens, you should also remove access to all estimating reports, the Estimating Import/Export Tool, Invitation to Bid features, and Bid and Proposal features using the Function Permissions tab tab.
Edit	Select to allow the user read/write access to all cost-related fields on the Manage Estimates screen. Clear the checkbox to prevent the user from making changes to cost-related fields on the Manage Estimates screen.

Contact Types tab

Each row in the grid is a contact type. Select one or more checkboxes to associate contacts types with the user. Use the Contact Type screen to manage contact types.