Detailed Overview of User Information Section

Detailed Overview of User Information Section

Contact Information

 

  • Full Name and Email Address govern information displayed in the “From” field while sending an email
  • Contact Phone and Office Extension are informational only

 

Security Information

  • User Name & Password are the login credentials for this user (User Names are limited to 10 characters max)
  • Model User is an option you can use to designate this user as “the” user to copy settings from, This is not required
  • Enable User Level Security is used to limit the user to view their own records only. If enabled the user will not have access to other user records.

Other Information

  • Use Application Stylesheet to change PCRecruiter’s color scheme for the user
  • Use Replication ID to assign this user a code. This code will is appended to front of Identification field for Names & Positions entered by this user.

Copy Settings

If you’ve customized your PCRecruiter database than you want to make sure each new user you add inherits that customization. By default, users do not inherit another user’s customization.

Use this option to copy the following:

Security

  • Use this option to copy another user’s security settings to this user

Preferences

  • Use this option to copy another user’s preference settings to this user

Security Policy

  • Use this option to copy only the Security Policy section of another user’s Security settings to this new user.

Company, Name, and Position Layout

  • Use this option to copy another user’s Company, Name and Position layout setup. If you do not select a user to copy from, this user will receive the current default layouts.
  • Click here to see an example of the default company, name, and position layouts
  • Click here to see an example of a customized company, name and position layout
  • Click here to learn how to customize record layouts

Interview/Placement Settings

  • Use this option to copy a customized Interview/Placement record layout from one user to another

Rollup List Layout

  • Use this option to copy another user’s Rollup List layout to this user. If you do not select a user to copy from, this user will receive the current default layouts for Rollup Lists.
  • Click here to see an example of the default rollup list layout
  • Click here to see an example of a customized rollup list layout
  • Click here to learn how to customize rollup lists

Rollup Stage Setup

Pipeline Configuration

  • Use this option to copy another user’s Pipeline layout to this user. This does not refer to Interview Types and Interview Stages. This refers to the order of columns and information displayed.
  • Click here to see an example of the default Pipeline configuration
  • Click here to see an example of a customized Pipeline configuration
  • Click here to see how to customize the pipeline

Form Letters

  • Use this option to copy a user’s Form Letters to a user in a different database
  • Click here to learn about creating Form Letters

International Settings

  • Use this option to copy a user’s International Settings to the new user