User Details Page

The User Details page includes all the details of the user's profile, and allows you make changes. For instructions, see Edit User Details.

Fields and Buttons

The fields and buttons located on this page are:

Add As Contact: This button appears only if the user is not yet an e-Builder contact. Click to add the user as a contact. If the company name is not recognized you will be prompted to save it.
Manage Membership: Click to open the Manage Membership page where you will be able to set the user's project membership; validate their account and project roles; and determine the project level template to add them to.
Edit: Click to edit the details of the user's account record.
Cancel: Click to return to the Manage Users page.

Tabs

Custom Fields: The Custom Fields tab list all user type global custom fields created for the account. Complete all pertinent fields for users that you are adding to the account. These same custom fields can be used as criteria for filtering. For information on adding user custom fields, see Manage Custom Fields. Select the User object type in step 4.
Project Membership: Click this tab to view a list of the projects that the user is a member of. Click the project title to be redirected to the Project Details page.
Role Membership: Click this tab to view a list of roles that this user is a member of at the account and project level.
Contacts: Click this tab to view the contact records for this person.

Fields	Descriptions
Add As Contact	This button appears only if the user is not yet an e-Builder contact. Click to add the user as a contact. If the company name is not recognized you will be prompted to save it.
Manage Membership	Click to open the Manage Membership page where you will be able to set the user's project membership; validate their account and project roles; and determine the project level template to add them to.
Edit	Click to edit the details of the user's account record.
Cancel	Click to return to the Manage Users page.
Member Profile
First Name	Displays the user's first name.
Last Name	Displays the user's last name.
Username	Displays the user's username used to log in to e-Builder.
Last Login	Displays the date the user last logged in to e-Builder Enterprise.
License Type	Displays the user's license type. Options are as follows: Contracted License: Contracted licenses are the licenses included in your e-Builder subscription. If your subscription includes 50 user licenses, you have 50 contracted licenses that may be assigned to users to give access to your account. Individual License: An individual license is assigned to a user that is required to purchase their license prior to gaining access to your e-Builder account. They will be taken through a purchase process the first time they log in during which they will be able to purchase their license using a credit card. For more information, see Individual License Manager.
Company	Displays the user's company affiliation.
Email Address	Displays the user's email address.
Access Expires	If applicable, displays the date the account is set to expire.
Hide in Global Directory	A check mark in this field indicates that this user is hidden in the global directory, which ensures they cannot be added to multiple accounts. When adding existing users from another account, this person will not be listed in the list of available users.
Access to documents only	A check mark in this field indicates that this user only has access to documents and not any other e-Builder module.
Business Information
Type of Business	Displays the type of business the user is affiliated with. Options may include any of the following: Owner/ Owner's Rep Construction Manager Architect/ Engineer General Contractor/ Design Builder Specialty Contractor Consultant Supplier Other
Department	Displays the name of the department the user belongs to.
P.O. Box/Suite	Displays the user's P.O. Box or Suite address.
State/Province	Displays the user's state or province
Postal/Zip Code	Displays the zip code.
Office Fax	Displays the user's office fax number.
Business Pager	Displays the user's business pager.
Title	Displays the user's job title.
Business Address	Displays the user's business address.
City	Displays the city of the user's business address.
Country	Displays the user's business country of residence.
Office Phone	Displays the user's office phone number.
Business Cell Phone	Displays the user's business cell phone number.
Custom Fields The Custom Fields tab list all user type global custom fields created for the account. Complete all pertinent fields for users that you are adding to the account. These same custom fields can be used as criteria for filtering. For information on adding user custom fields, see Manage Custom Fields. Select the User object type in step 4.

Project Membership Click this tab to view a list of the projects that the user is a member of. Click the project title to be redirected to the Project Details page.
Role Membership Click this tab to view a list of roles that this user is a member of at the account and project level.
Contacts Click this tab to view the contact records for this person.