Admin: Create/Edit User

Question - 
  

How do I create or edit a user in the system?

Answer - 

Select Tools tab

Select Users, Groups, Permissions from the drop down

This will navigate you to the user and company profile page where you can add/remove/edit user accounts and company profiles. 

To add the user:

Fill out all of the required fields in the editor section

*User First Name: 

• • • *User Last Name:
    • *Email:                                  
    • *Security Profile:
      • This will grant or limit the view/permissions the user will have in the system.
      • For further information on User Security profiles, see this FAQ https://mmis.zendesk.com/hc/en-us/articles/225273328-Admin-User-Profile-Settings
  • *Company/Group(s)
    • Applicable Manufacturer/Sub Company - This is where you will want to select the group within your organization this user should have access to. The group you assign the user to will impact the users ability to see and work records within the site based upon the company/group structure of your site.
    • Security Profile Name: Select the primary security profile the user should be set to. Select a profile the user has configured in their Security profile section.
    • Propagate? Yes / No
      • This setting allows the user to see all of the data within the company and sub-companies beneath it. When changes are made the 'propagate' down the hierarchy built in the company/group section.
    • Self Only: Yes / No
      • This setting will limit the user to only seeing spend they have entered themselves if enabled.                                          
    • Primary Indicator: Yes / No 
      • This is for if you have multiple security profiles on the user account and want to designate one of them as the primary.
        • Note - User Identifier is not a required value. This field provides an alternate way to match users on inbound spend.  It can be populated with an email address or an ID value of your choosing but, it does not provide an alternate login option.

Select "Save" and Update" options to complete creation of the user account

• Credentials are then emailed directly to the user with a link for access.
• The email contains a temporary password which may only be used once.
• After using these credentials the users profile/email are validated and the system will prompt the user to create a password of their choosing.

Note - Users who do not use their initial user invite with their temporary credentials will not be able to perform password resets or access the site with any other credentials. If you need to have a user invite resent to a user, this can be performed from the action menu to the left of the user: