While the PC Client manages user creation/deactivation, passwords and permissions (see section 5.1), the System Settings Users section maintains many of the other settings.
- Username: the user’s unique username for logging into Centerbase
- Display Name: Name shown in Centerbase web version in lookup fields
- Email Address: The email address used for mail merges.
- Default Rate: The normal billing rate that the timekeeper bills at in dollars. This will auto-populate in the Time Sheet and can be set to $0 if the user does not enter time.
- Personal Color: Provides a color swatch to select a personal color for the user for use in the Activities section of Centerbase.
- Administrator: Unused, do not fill.
- Invoice – Full Name: If the client wants to show the user’s full name instead of initials in the Timekeeper Summary on invoices.
- Invoice – Initials: Initials used on billing entry line items on an invoice to denote whose time is being billed.
- LEDES – Classification: Classification for the user if necessary for LEDES billing.
- LEDES – Classification Code: Classification code for the user if necessary for LEDES billing.
- LEDES – Description: Description for the user if necessary for LEDES billing.
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If any additional fields are required (i.e. for document merging), Centerbase can add them. Those new settings will show in this section for configuration on a per user basis.
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