complete creation of a new vendor user

1.      Optionally, change the User ID you entered at the Vendor User Profiles screen. Once you click Save, you can no longer change the user ID; instead, you need to delete and recreate the vendor user. The user ID is 5 to 10 positions, alphanumeric. Always lowercase.

2.      Enter the user’s Name. The name you entered at the Vendor User Profiles screen defaults, but you can override it. The user name is 1 to 30 positions, alphanumeric.

3.      Optionally, enter the user’s email address. The email address must be in the format must be in the format of name@host.ext. You cannot enter more than one email address.

4.      Enter a temporary password in the Password field, and confirm the entry in the Confirm Password field. The password:

•         must be from 8 to 25 characters long

•         cannot contain any spaces

•         must include at least 1 numeric character

•         must include at least 1 letter

•         must include at least 1 special character

•         cannot be the same as the vendor user ID

The first time the vendor user logs in, the Vendor Portal requires that the user change the password.

5.      Use the Authority tab to select one or more roles to which the vendor user should have authority.

6.      Click Save to create the vendor user; otherwise, click Cancel.

change any of the fields or settings for an existing user

•         Change any of the enterable settings at the Preferences tab.

•         To change role assignment to control user authority, select the Authority tab and drag roles between the Eligible Roles and Assigned Roles areas.

•          Click Save to update the vendor user.

Note:  The user should log out of the Vendor Portal and then log back in to apply the changes.

User

User ID

5 to 10 positions, alphanumeric. Always lowercase. Display-only.

This field is displayed at the top of the screen only when you select an existing vendor user.

Vendor

The vendor you selected when creating the vendor user. When the vendor user logs into the Vendor Portal, only this vendor’s data is displayed.

This field is displayed at the top of the screen only when you are working with an existing vendor user.

Preferences

Vendor

Optionally, select a different vendor if you are creating a new vendor user. Only vendors associated with the Organization selected when you clicked New at the Vendor User Profiles screen are available for selection.

This field is available under the Preferences tab only when you are creating a new vendor user.

User ID

5 to 10 positions, alphanumeric. Always lowercase.

This field is available under the Preferences tab only when you are creating a new vendor user.

Name

1 to 30 positions, alphanumeric. Required.

Email

Must be in the format of name@host.ext. You cannot enter more than one email address. Optional. Informational only; email notifications to the vendor are sent to the emails specified at the Emails options folder under the Preferences tab of the Edit Vendor or New Vendor screen.

Active

Indicates whether the vendor user can log into the Vendor Portal. You can also use the Disable Login option at the Vendor User Profiles screen to control this setting.

Note:  Even if the vendor user profile is enabled, no users for a vendor can log into the Vendor Portal if the vendor itself is currently flagged as Inactive at the Vendors screen.

Password

The vendor user’s initial, temporary password. The first time the user logs into the Vendor Portal, he or she will need to enter this password and then change the password. Password requirements:

•         must be changed at least every 90 days

•         must be from 8 to 25 characters long

•         cannot contain any spaces

•         must include at least 1 numeric character

•         must include at least 1 letter

•         must include at least 1 special character

•         cannot be the same as the vendor user ID

The password is case-sensitive (A is not the same as a).

Required when creating a new vendor user.

This field is not displayed for an existing vendor user. To set a temporary password for an existing vendor user, select the Reset Password option at the Vendor User Profiles screen.

Confirm Password

Must match the Password. Required to create a new vendor user. This field is not displayed for an existing vendor user.

Authority

Alternate method to assign authority: You can assign authority to an existing vendor user through this screen, or through the Users step in the Role Wizard.

Vendor user with no authority? Optionally, you can create a vendor user profile with no assigned roles. This user, if active, can log into the Vendor Portal to review the charts and information at the home screen, but cannot advance to any modules.

Eligible Roles

This area displays all available roles set up to control authority for vendor users that are not currently assigned to this user. To assign a role, highlight it and drag it to the Assigned Roles area.

For more information: See the Role Wizard, especially the Authority step, for information on setting up roles and the authority that a role can control.

Assigned Roles

This area displays all roles to which the vendor user is currently assigned. To remove a role, highlight it and drag it to the Eligible Roles area.