Company User Admin | Title
Company Account - User Administration
Company User Admin | Content
What is a company User Administrator?
Any company registered in SupplyOn must have a person with administration rights, responsible for managing users.
The Company Administrator plays a central role and has variety of tasks, such as:
- Create user accounts and assign permissions
- Edit user master data
- Reset user passwords and lock, delete o reactivate user accounts
- Set up substitutes
- Maintain company master data and confirm additional services
Need help? Click the avatar in the bottom left corner of your dashboard while logged in to the administration section. Clicking on a topic, starts a guided tour of its key features.
User Administrator | Change user details Title
Add or change contact data, permissions and passwords
User Administrator | Change user details Content
Here’s how to do it:
- Log in to SupplyOn
- Select 'Administration' and then 'Users and Contacts' from the menu.
- Change contact data
- Select the contact tile and click 'Edit'.
- Update the contact information under the 'Personal Details' tab.
- Edit the username and password under the 'User Account' tab.
- Assign or change SupplyOn permissions by clicking the checkbox in the 'User Account' tab.
- Confirm
- Click 'Save and Close' to confirm your entries.
IMPORTANT: Ensure the time zone is set correctly. For critical processes such as bids, this ensures that the user sees the correct start and finish times.
User Administrator | Lock/Unlock Title
Lock, unlock or delete user accounts
User Administrator | Lock/Unlock Content
Follow these steps:
- Login to SupplyOn
- Select the menu item 'Administration' and 'Users and Contacts'
- Select the user
- Search for the user tile or enter the name on the sidebar 'Search & filter'
- Modify the user account
- Click the 'More' button on the user tile and select 'Delete' , 'Lock User' or 'Unlock User'.
- Confirm
- Click on 'Confirm' to save your changes.
IMPORTANT: When a user account is locked, all roles are withdrawn from it. SupplyOn does not send an e-mail notification to the user.
User Administrator | Substitute Title
Set up substitutes
User Administrator | Substitute Content
In the 'Substitute' tab you can grant any colleague access to your data in the system. The user/s you set up as substitute will be able to access your data and permissions during a defined period of time.
Follow these steps:
- Log in to SupplyOn
- Select the menu item 'Administration' and 'My substitutes' and enter the name, user ID or e-mail address of the user you want to set up as your substitue. Click on 'Search'.
- Define time period
- Select the checkbox of the required user and click 'OK'
- Specify the date and time during which your substitute should have access to your data and processes.
- Setup e-mail notification
- Selecting 'yes' from the drop down 'Send emails' all SupplyOn emails addressed to you during the specified time period', will be forwarded to your substitute.
- Confirm
- Click on 'Save' to confirm the assignment.
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