Username 1: The email address used to log in to Junxure. This is also the primary email address used for communication.
First Name 1
Last Name 1
Locked out for log in attempt failures: This box will be checked if the user has hit the limit of five bad password attempts. See Unlocking a User Account for more information.
Picture: A photo of the User may be uploaded from a local drive here.
Hire Date: Date the User began working for the firm.
Title: The User’s job title at the firm.
Role 1: Indicates the User’s primary role (or closest match) at the firm.
Active: If this box is checked, the User can log in and use Junxure. Each active User requires one Junxure license. See Managing Active Users and Licenses for more information.
Show on Advisor List: If this box is selected, the User is considered an advisor in the firm and will show in the relevant Record-level fields. The User must also be an Active User to appear in the Advisor lists.
FirmID: An internal code used by Junxure that cannot be changed.
Administrative User: User has full access rights to administrate other Users in Junxure. This includes changing passwords, unlocking users, and controlling Multi-Factor Authentication phone resets. This is not the same as belonging to any Administrator User Groups created by the firm.
Orion Rep Codes: Used only if your firm makes use of the Orion Asset Import (API or Unattended).
1 Required Field
Contact Information Tab
The content of the Contact Information tab is strictly for firm use and does not appear anywhere else in Junxure. Enter whatever employee details you feel are relevant in this section.
Note that the User’s Primary Email is the Username set in the Name & Details tab.
User Preferences Tab
User Preferences largely control access to various integration services that Junxure offers.
Alerts: Set the Alert Popup Reminder on if you want a pop-up box in the bottom right to notify you when you have unread Alerts.
Document Management Setup: Used with various Document integration features. The setup documentation for your integration will direct you here if needed.
Email Configuration: These settings allow you to configure Junxure so you can send emails directly from within Junxure, access your calendar in Junxure, and set your default email signature. See the following for more information.
Integrations: The various options here are all explained as part of the setup process for the respective integrations. If your firm is using any of the available integrations, see the documentation for that particular integration to see if anything needs to be adjusted in your profile.
The Password tab allows you to change your password and challenge question (if enabled).
Administrative Users will have additional features on this page:
Changing a User’s password will not require entering the current password.
If Multi-factor Authentication is enabled, the set phone number for the User can be cleared, allowing the User to set a new number at next login.
A password change cannot be done if the User is Locked for failed login attempts. Check the Name & Details tab to clear this box if needed.