User Profiles

Description

If you are an account user administrator, you can modify, add or make users inactive. The first user assigned to the account is already an account administrator and is defined as the Master Administrator. If you are not an account administrator, you cannot modify, add or make users inactive.

Viewing User Profiles

To view user profiles:

1. Click My Account on the top right of any page.

2. Click User Profiles under Site Administration in the My Account menu.

User Access Rights

Users may be added with the following access rights:

• users requiring approval

• users approving orders (approvers)

• users establishing budgets

• users defining other users (account administrators)

• users accessing office locations

• users accessing reporting

• users accessing statements, invoices, and online payments

• users editing their own user id and password

• users maintaining and publishing product notes to be shared with all users

Modifying Users

To modify users:

1. Click My Account.

2. Click User Profiles under Site Administration in the My Account Menu.

3. Click View/Modify for the desired user under the Active Users section.

4. Make the desired changes.

5. When finished, click Submit.

Adding Users

To add users:

1. Click My Account.

2. Click User Profiles under Site Administration in the My Account Menu.

3. Click Add User Profile.

4. Enter the user id and password.

5. Enter the contact information.

6. Define the user's access rights.

7. If necessary, select other options.

8. Click Submit.

Making Users Inactive and Active (Deactivate and Activate Users)

When someone in your account no longer needs to have access to our web site, their user profile should be made inactive. A person with an inactive user profile can no longer login to our web site or access account information.

To make a user inactive:

1. Click My Account.

2. Click User Profiles under Site Administration in the My Account Menu.

3. Click View/Modify for the desired user under the Active Users section.

4. Click Inactive under the Account Section.

5. Click OK to verify.

6. Click Submit.

To make a user active again:

1. Click My Account.

2. Click User Profiles under Site Administration in the My Account Menu.

3. Click View/Modify for the desired user under the Active Users section.

4. Click Active under the Account Section.

5. Click Submit.

Note: Users cannot be deleted in one simple step. They must first be made inactive. This way, they can be made active again in the future if a needed. Profiles inactive for 90 days will automatically be deleted from your account.