Users

Your company's customers have users who will need access to the customer portal. Use the Users function to add, edit, or delete users for each company's customers. Your customers can also manage their own users if you give them access to do so.

• Select Users from the Customer Portal Manager drop-down list.
• Select the company you wish to work with in the Company ID field.
• A list of all customer portal users from all customers associated with that company displays. To filter the list, use the filter fields in the Name, Customer ID, Email, Login ID, Status, or Admin columns. Enter your criteria, then use the Filter icon to filter the list.

To add users for a customer:

1. Use the New icon to open the Users screen.
2. Select a customer that the user will be associated with from the Customer ID drop-down list.
3. Enter a name for your user in the Name field.
4. Enter an email address for the user in the Email field.
5. Enter a login ID for the user you are creating in the Login ID field.
6. Mark the Admin check box if the user will have administrator permissions on the portal for that customer.
7. Add the user to one or more Groups by marking the applicable check box(es)
8. Select a default inventory Location, as applicable.
9. Use the command buttons to:

   Click	To
   Save Changes	Save the user.
   New	Create a new user.
   Delete	Delete the current user.
   Refresh	Reload the web page.
   Reset	Set all fields to their default values.
   User List	Return to the user list.
   Reset Password	Reset user's password.
   Send Notification	Send an email notification to the user to activate account.

Select an action from the Action menu:

To edit a user:

1. Use the Edit icon () for the user you want to edit. The Edit Users screen opens.
2. Make any changes to the user information.
3. Mark the Active check box if the user is an active user. Clear the check box if the user is not an active user.

Note: The Active check box is not available if the user has a status of New.

4. Mark the Admin check box if the user is an administrative user. Otherwise, clear the check box.
5. Select a default inventory Location, as applicable.
6. Use the command buttons to:

Click	To
Save Changes	Save the user.
New	Create a new user.
Delete	Delete the current user.
Refresh	Reload the web page.
Reset	Set all fields to their default values.
User List	Return to the user list.
Reset Password	Reset user's password.
Send Notification	Send an email notification to the user to activate account.

To delete a user:

Use the Delete icon () for the user you want to delete. When the confirmation dialog "Do you really want to delete this record?" appears, press the OK button.

Users that have been deleted are indicated with an Edit icon () and have a Status of "Deleted". To restore the user, click on the Edit icon. A message will appear asking if you really want to restore the record. Click OK to restore.

To add or remove a user group for the selected user:

Use the Group icon () to open the User Group Info screen. Mark or clear the User Group check boxes as required, or use the All button to mark all check boxes or the None button to clear all check boxes. Use the Save icon to save your changes.