Users

In the Advanced Administration Application, you can access the users who are members of a Buying Organization in two ways:

• Use Home Users, under Organizations | Attributes, to search a list of all members of the Buying Organization.
• Click on the name of a user, under Organizations | Attributes | Users, to select a member of the Buying Organization, you have added to the Tree Menu.

After you create a user in an enterprise, you can then assign the user to a Buying Organization. When you assign them to an organization, you can set up spending limit approval rules (spending limits, spending limit approvers, and approval limits)

Note: By default, you already assign each new user in the system to a Home Organization when you create the user. In this section, you assign the user to one or more organizations besides this one. For more information about Home Organizations, see Key Concepts.

1. In the expanded Tree Menu, select Organizations | Organization Name | Attributes | Users.
2. For any user, click on the User Name.

The Advanced Administration Application displays the Enterprise User form, containing:

1. the following non-editable information:
2. The Buying Organization Name
3. The User Name
4. and the following editable fields:
5. The User's Spending Limit - an editable text field
6. The User's Default Bill To Address - a drop-down list
7. The User's Default Ship To Address - a drop-down list
8. The User's Default Cost Center - click [Change] to search for and select a new value
9. The User's Spending Limit Approver - click [Change] to search for and select a new value
10. The User's Approval Limit - an editable text field, if the user has Approval Assignments.
3. Click [Delete] to remove the user from the organization.

The Advanced Administration Application asks you for confirmation before deleting.

4. Click [Save] to save any changes you have made to the user's information.
5. Click the pointer to the left of the user's name (in the expanded Tree menu) to expand the menu and display new options:
• the names of all the User's Role
• Privileges
• Add Role
6. Click on a Role name, to display a page containing:
• Organization
• User Name
• Role Name
• [Remove] - click to remove Role assignment from the user (and the Role name from the User's name menu.)

Note: If the roles of the associated user are changed through Administration so that the user no longer has all privileges, the Service User may not execute normally for the Enterprise Buying Organization.

7. Click [Privileges] to view a list of the user's privileges:
• Category
• Privilege / Scope
• Role

This information is not editable.

8. Click [Add Role] to:
• Search for and display a list of available Roles.
• Click on one and [Select] to add it to the User.
9. Click [Add User to Organization] to:
• Search for and display a list of users not yet assigned to this Buying Organization.
• Click on a user name and [Select] to add it to the Buying Organization.
10. Click [Add User to Menu] to:
• Search for and display a list of users already assigned to this Buying Organization.
• Click on a user name and click [Add to Menu] to add the name to the tree menu.
11. Click [Remove User from Menu] to:
• Display a list of users currently in the Buying Organization menu.
• Click on a user name and click [Remove from Menu] to remove the name from the tree menu.