User Management Dashboard

Superuser admins can create new users with two options

    1. Single user creation

• Define user contact info
• Set account preferences & settings (optional)

• Assign business accounts for purchases and self-service (limited to accounts the admin has access to)
• Set if they are a subordinate account admin
• Set any payment method restrictions
• Set if they can access and use sales quotes
• Set if they must use Funds when making purchases

• Invite Confirmation

• Confirmation screen that activation request is sent to sub-users & next steps

    2. Sub-User Account Activation

• Sub-user needs to respond to invite sent to their email to set their password, industry & accept site terms & conditions

• Subuser Account Activation email

• Managed user receives an account activation email notification
• The email will expire after 10 days; in that case, they will receive a message the activation email expired but will be able to request a new verification email from that screen

• Account Activation

• New managed purchasers will do the following:

• Set their login password
• Set their Account Security Question & Answer used for forgotten password or username
• Set their account industry (regulatory purposes)
• Agree to website Terms & Conditions

• Account Activation Confirmation

• Confirmation screen that activation request is sent to sub-users & next steps
• Sub-User Account Activation
• Sub-user needs to respond to invite sent to their email to set their password, industry & accept site terms & conditions

Bulk import user creation

• Download template & complete​

• Download template and input first & last name, phone #, email address, username, shipping account assignments​
• Information for each field must follow data validation rules for acceptable limits and any forbidden characters

• Import confirmation and send invites​

• On import, data validation rules will be applied and inform users of any violations​
• If there processing errors, an error report can be downloaded with details​
• On successful import, Super User then clicks on “Send Invites” triggering user activation email

• Invite Confirmation ​

• Confirmation screen that activation request is sent to sub-users & next steps​
• Sub-User Account Activation​
• Sub-user needs to respond to invite sent to their email to set their password, industry & accept site terms & conditions​
• Super User can track status in User Admin section

User Management page

• Single view of all purchasers/web users that a web administrator can manage entitlements and web settings and manage assignments

• Reassign user as super user
• Reassign approvers
• Set dollar rules
• Assign sub users and settings

• Business account access
• Account preferences
• Payment preferences

Hierarchical reporting view (use screenshot from PPT slide 13)

For customers that have many subusers organized within a hierarchy, a reporting structure exists to let users view and manage users through the business hierarchy created