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Field #

Field

Type

Description

Required

Comments

1

FirstName

String

First Name 

Yes

Min Length: 2

Max Length: 50

2

LastName

String

Last Name 

Yes

Min Length: 2

Max Length: 50

3

FullName

String

Full Name

Optional

Min Length: 2

Max Length: 200

4

UserName

String

Username for login

Optional

Min Length: 6 characters

Max Length: 20 characters

5

Password

String

Password for login

Optional

Min Length: 10 characters

Max Length: 32 characters

6

Address

String

Address Line 1

Yes

Min Length: 2

Max Length: 150

7

Address2

String

Address Line 2

Optional

Min Length: 2

Max Length: 150

8

City

String

City

Yes

Min Length: 2

Max Length: 20

9

State

String

State

Yes

State abbreviation of 2 characters i.e., AZ

10

PostalCode

String

Postal Code 

Yes

Length = 5 numerals

11

CountryCode

String

3 Letter Country Code

Yes

Should be USA

12

Phone

String

Phone Number

Yes

10-digit phone number; exclude dashes and parentheses

13

AltPhone

String

Alternate Phone Number

Optional

10-digit phone number; exclude dashes and parentheses

14

MobilePhone

String

Mobile Phone Number

Optional

10-digit phone number; exclude dashes and parentheses

15

TimeZone

String

Time Zone

Yes

See “Admin Guide: Static Data Reference File for Imports” in the Help Center

16

Email

String

Email Address

Yes

Email format:

test@dcisoftware.com

17

CostCenterId

Integer

Unique identifier for the Cost Center

Yes

Must use existing Id in DCI

18

ProfileReference

String

Third-party reference number for the Profile

Optional

Min Length: 1

Max Length: 200

19

CanViewNotes

Bit

Allows case worker to view Notes on the Client Details and Punch Details Page

Optional

(Default value is set to “0”)

Allows value either 0 or 1.

Enumeration:

0 - Case Worker is not allowed to view Notes on Client Details and Punch Details Page

1 -   Case Worker is allowed to view Notes on Client Details and Punch Details Page

20

CanViewAttachments

Bit

Allows case worker to view Attachments on the Client Details and Punch Details Page

Optional (Default value is set to “0”)

Allows value either 0 or 1.

Enumeration:

0 - Case Worker is not allowed to view Attachments on Client Details and Punch Details Page

1 - Case Worker is allowed to view Attachments on Client Details and Punch Details Page

21

EnableAuthorizationManagement

Bit

Provides case worker limited access to the authorizations module to manage authorizations. Access mirrors the level at which the case worker is linked.

Required if Features_CWMgmt is enabled

Allows value either 0 or 1.
• 0 = No (disabled)
• 1 = Yes (enabled)

22

EnableVendorPayments

Bit

Provides case worker the Vendors tab and the Pending Entries tab on the submenu. They can view all vendors; create, edit, approve, and reject vendor payments.

Conditional – required in FI Mode if Features_CWMgmt and Features_VendorPayments_IsEnabled are enabled

Allows value either 0 or 1.
• 0 = No (disabled)
• 1 = Yes (enabled)

23

EnableEmployerReimbursements

Bit

Provides case worker the Pending Entries tab on the submenu. They can create, edit, approve, and reject employer reimbursements.

Conditional – required in FI Mode if Features_CWMgmt and Features_OtherPayments_IsEnabled are enabled

Allows value either 0 or 1.
• 0 = No (disabled)
• 1 = Yes (enabled)

Vendor Profiles (FI Mode Only)

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