Organization Settings – User Creation

From the Organization homepage, click on “Site settings” to access these organization level options.

Require / Allow / Do Not Allow administrators to generate global IDs manually.

GideonSoft can automatically generate a 36-character global ID that can be used to track a person throughout the organization. ‘Require’ forces IDs to be manually created to make it easier (human-readable) to identify people based on their global IDs.

Force / Do not force a SSN format for general global variables.

The General Global Variable can be used for in-processing and functions as a lookup value. These variables are encrypted.

A welcome email should / should not be sent when new users are added to GideonSoft.

The welcome email will be sent whenever new users are created or added into GideonSoft with a valid email address.

When sending a welcome email, add a custom message of: _

This message will be displayed in the welcome email for new users.

When people get moved into new Instances from persistent Modules, their record should be: Archived / Unchanged

When archiving is ON, the people and data will remain in the Module in an archived state. You will need to apply the archive filter to display them. You can also move a person out of the archive and if they ever get moved back in the Module, they will be moved out of the archive.

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Version(s): GideonSoft 2023 Release 2 or later