General

Active
Remove tick if user is no longer allowed to sign on

Name
Sign-on name (normally the same name as set for Windows sign on)

Full Name
Name to appear on any documents. Normally full name.

Title
Mr, Mrs etc

Message School
User's school. This may be "head office" for corporate schools

Message Department
User's department. These are created in Maintenance/Settings > General Settings > Company > Messaging Departments.
Used to identify the user's department in the Internal Message system.
Setting up departments makes it easier to identify users when sending/receiving messages.

Default School
Select single school if access is to be limited to "School" or "All" school items for this user.
Note: if user is set as 'Administrator', the "Permissions" selection is greyed out as 'Administrators' are deemed to have "All" permissions.

Address Details
Complete it necessary.
The fields are document merge fields and could be used, for example, to create different addresses on documents by user, eg. an invoice address of a branch office

Telephone
User's telephone number

Administrator
Administrators are given rights to all parts of the system, and the permissions table is blanked out as it is not required.
Non-administrators need to have their permissions set.

Change Password
Tick if you want to change your password.
If the old password was blank, then just enter a new password and click on "Confirm"; otherwise the old password needs to be entered.

Used by the internal messaging system. Users who may need to see other users' messages (typically within the same department) have the departments selected.

Depending on whether Outlook or SMTP has been selected in the Company Settings, settings for completion will change.
The settings above are for SMTP.

Email
User's email address

Display Name
Can be left blank.
If completed, the display name will prefix the email address when sent out, eg. Tom Smith ([email protected]) / Infospeed Support ([email protected])

Email Reply To
If response is to be sent other than to the address above (email), then details for replies to be sent to need to be entered.
For example, emails may go out in a user's name, but if the recipient "replies", then an alternative address is issued.
Sent out as: Tom Smith ([email protected])
Reply to: [email protected]

Signature
A signature can be appended to the email.
However, the signature must not contain graphics (text only).
Word is opened and the signature is entered.
 

Save by accepting the default entries.

Fax Type
Enables faxed documents to be sent to Outlook with a preset header text.
Faxing systems may require different text for the document to be faxed automatically.
"FAX" is used by Microsoft Fax.

Example:
Fax Maker may require the following text header: FAXMAKER: + FAX NUMBER
This would be entered as follows: FAXMAKER:<FAX_NUMBER>
All faxes would be sent to Outlook with this as a prefix.
Your fax system will need to recognise Outlook as a service.
You may need to consult your IT specialist for advice and set up.

Outlook Profile Name
Allows an Outlook profile name to be entered.
Outlook supports multiple profiles and if in doubt, you should consult your IT specialist for advice.
If in doubt, leave blank.

Academic - same principle as accommodation (above)