Reference: User Fields

For step-by-step instructions:

For users, see Change Your Profile, Home Page, and Email Groups.

Users synchronized from Workday can only edit their details from within Workday.

Field	Description	Available to Admins Only
Name	(Required) Enter the full name of the user. This appears on the All User list under Name.	No
Position	Enter the user's title or position.	No
Username	(Required) Create a username. Best Practice: Use the corporate email address of the user for easy recall and easy contact. Do not use a hyphen or minus sign (-) as the first character.	Yes
Email	Use this option to indicate if user email is: Same as username. You can't specify an alternate email. Different from username. You can specify an alternate email. If you want to email the user from the All User page or add the user to a User Group, you must link the profile to an email address.	No
Use username as email	Use this option if the username is an email address. If you want to email the user from the All User page or add the user to a User Group, you must link the profile to an email address.	No
Home page	Select the page you want the user to see when they first log in. The user can change this value from their profile settings. If Dashboards is turned on for the instance, you can set Dashboards as a home page for a user. Also, you can select a specific perspective or dashboard as the landing page. The perspective must be a shared perspective. If you select only a perspective and leave the Dashboard field blank, the user home page shows the first dashboard in that perspective. If the user doesn't have access to the specific dashboard or perspective that you select, they land on the Dashboards overview page.	No
Time zone, Country, and State	Enter location information about the user. Time stamps use the time zone selected here for the user.	No
Instant Access	Select all instances the user can access. You only select instances that roll up to the one you're in. As a best practice, log in to your top "parent" instance to see all the instances below it. This field appears for multi-instances only.	Yes
Default Instance	The default instance is the instance the user accesses upon login. This field appears for multi-instances only.	No
Permission Set	Use the drop-down to select the permission set you want to assign to the user. This field is not required to save the profile, but it is required for the user to be able to log in to. You need Admin Access > Permission Sets to see this field.	Yes
Owned Levels	Select the levels the user can access. If you select a level with child levels, the user can access the level and all its child levels. Without access rules, this field is required for the user to be able to access data in. When users own a level, they own all the sub-levels below it too. You can expand levels to be more precise. When a user owns a level, they can access the level's data in sheets and reports. Owned levels function differently if you have access rules enabled.	Yes
Password and Re-enter password	(Required) Enter the same password in both fields to update the users password. Password requirements are set in Administration > Setup . If you use SSO, this isn't the password your users will use.	No
Failed Attempts	Indicates how many the times the user tried to login with an incorrect password. This field is visible only if you have Allowed Failed Attempts defined in the General Setup page.	Yes
State	Select Unlocked from the drop-down to let the user login again. This drop-down only appears when a user has locked themselves out. This field only appears if you have Allowed Failed Attempts defined in the General Setup page.	Yes
Salesforce User Name	Enter the user'sSalesforce login ID. This field only appears forSalesforce SSO instances.	Yes
NetSuite Login Email	Enter the user'sNetSuite login ID. This field only appears ifNetSuite SSO is enabled in General Setup.	Yes
SAML Login ID	Enter the user'sSAML identification. This field only appears if theSAML option is enabled.	Yes