CONTACT INFORMATION

Used to identify and maintain contact with the user

Field

Functionality

Salutation

Select a salutation from the drop-down list Cannot be changed after it has been saved

Cannot contain special charactersMust begin with a letter

First Name

The user's first name

Middle Initial

The user's middle initial

Surname

The user's surname

Post Name

The user's suffix, such as Jr or III

Title

The user's job title

Address Line 1

First line of this user's postal address

Address Line 2

Additional line of the user's postal address such as a PO Box or suite number

Address Line 3

Additional line of the user's postal address such as a PO Box or suite number

City

The city where this user is located; enter the Country to enable this field

NOTE: Complete the Country field to enable the City fields

County/Region

The code representing the user's geographical region; enter the Country to enable this field

NOTE: Complete the Country field to enable the County/Region field

Country

The country where this user is located

NOTE: Complete the Country field to enable the City, County/Region and Postcode fields

Postcode

The postal code used for mail delivery; must correlate to the city input above

NOTE: Complete the Country field to enable the Postcode field

Email *

The email address where order confirmations and other electronic communications are sent. Iron Mountain Connect Records Management validates to ensure that this is a unique email address.

Daytime Phone

The user's daytime phone number

Fax

The number where faxes for this user can be sent

SETTINGS

Formatting data displayed in and generated by the application

Field

Functionality

Preferred Language

American English is the default; change this as necessary. Cannot be changed after it has been saved

Cannot contain special characters

Must begin with a letter

Time Zone

Defaults based on the Postcode

Date Format

Select the format for dates displayed in the application

Time Format

Select the format for times displayed in the application

Numeric Format

Select the format for numbers displayed in the application

Email Format

Select the format the application will use when generating email:

• HTML – email that contains all formatting and graphics

• Text – email that includes only text

ACCOUNT

Security and access settings that ensure the safety of the user's account

Field

Functionality

Username *

·  Unique, alphanumeric username

·  Cannot be changed after it has been saved

·  Cannot contain special characters

·  Must begin with a letterUnique, alphanumeric username

Cannot be changed after it has been saved

Cannot contain special characters

Must begin with a letter

Status

New users automatically have an Active status; refer to Activating and Terminating a User for additional information

Challenge Status

Changes from Active to Locked Out when the user is temporarily locked out of the application after entering an incorrect password three times or failing to answer security questions three times

Company

Defaults from the CUA's user profile

Role

Click the appropriate tick box to set the user's Iron Mountain Connect role:

·  Client User Administrator

·  Client Content Administrator

Iron Mountain Connect Permissions

This tick box displays if your organisation is enabled to view the company profile. 

Clicking this tick box during user creation enables the View Company Profile QuickLink on the Iron Mountain Connect homepage for this user.

Password Reset

Set the Password Reset option:

·  System-generated (selected): Iron Mountain Connect automatically sends a Welcome email containing a username, a system-generated temporary password and a login link to the email address on the user profile.

·  System-generated (deselected): Deselect to display the password fields and manually enter and verify a password, then manually send an email containing the password to the user.

Password

Password must be unique, and:

·  Be at least eight characters long

·  Contain at least two letters

·  Contain at least one number

·  Contain at least one special character

         !  @  #  $  %  ^  &  *  )  (

·    Cannot repeat the same character three or more times consecutively (for example, aaa)

·    Cannot contain spaces

·    Should not contain any portion of the user's first name, surname or username

·    Returning users: Cannot have been used as one of your previous ten passwords (reusing passwords is discouraged)

·    Returning users: 20% of the characters must different from your previous password

Retype Password

Retype the password to verify that you have entered it correctly

Applications *

Select the Records Management application to ensure that the user has access to Iron Mountain Connect Records Management