General Tab

FlexNet Manager Suite 2019 R1 (On-Premises Edition)

On the General tab, you can enter, or edit if applicable, personal, employment, and other information associated with a user.

Account name

Enter the user's name that is used to login to the system.

Tip: To maintain consistency during the inventory import and license calculations, do not create duplicate account names.

Note that the inventory-gathering process might fail to return the user's account name, and in that case it will be blank.

Domain name

The domain a user's account belongs to.

Enter a domain name, click Search, select a domain that you need, and then click Add domain name.

Tip: You can add only one domain to each user account. You cannot type in and add a new domain to the list of available domain names.

Employee ID

Enter the ID of the employee.

Employment status

The type of employment with an enterprise (Employee, Casual, and so on) that a user is involved in. If this list does not include the option that you need, you can customize it: for details, see Customizing a Drop-Down List in the FlexNet Manager Suite 2019 R1 System Reference PDF, available through the title page of online help.

Select the user's employment status.

First name

Type in a name.

Full name

If blank, the Full name field is filled out automatically when you enter the first, middle, and last names. Note that you can modify the user's full name, for example, to exclude a middle name or patronymic.

Job title

Type in a job title.

Last inventory source

If a user account is added by the automatic inventory process during inventory import, the name of an inventory tool is displayed. Note that this value can be blank if a user record was imported with a business importer or some other process external to inventory collection. The Manual inventory source is displayed when a user record was added or updated manually.

Last name

Type in a surname.

Manager

Enter the name of an employee managing the user. Alternatively, if a manager is also a user listed within the system, type in their first and last names, click Search, select the search result that you need, and click Add manager.

Middle name

The middle name of a user, if any (for example, a patronymic).

Status

Select an option from the list:

• Active — employees involved in work as normal.
• Inactive — users who are not listed in the latest compliance report.
• Retired — users who are no longer employed by the company, and whose computers are no longer in use: consequently, any existing license entitlements can be recovered.
• On leave — users on vacation, personal leave, and the like.
• Pending — accounts that have been set up for a new hire who has not yet started work in the enterprise.

Tip: When you select Retired, a warning dialog appears if this user is linked to resources (such as assets or inventory devices), or has been assigned particular responsibilities. In this case it is best practice to cancel the dialog, and first transfer the resources and responsibilities.

This setting tracks the user's current operational status within the enterprise.

Note: This setting has no effect on the consumption of license entitlements. Specifically, setting a value of Inactive or Retired does not prevent this user consuming license entitlements. This is because an auditor finding an installation of software on the user's computer still requires that a license entitlement is available, regardless of the status of the user. When a user retires, it is important to transfer away linked resources and responsibilities to a replacement user to continue correctly tracking license consumption. Only blacklisting an account prevents it consuming license entitlements (for blacklisting, navigate to the system menu ( in the top right corner) > System Settings > Users).

Suffix

Select a suffix from the list.

Title

Sometimes also called the “honorific”, a title can be part of a user name. If the Title list does not include the option that you need, you can customize it: for details, see Customizable Drop-Down Lists in the FlexNet Manager Suite 2019 R1 System Reference PDF, available through the title page of online help.

Select an option from the list.