User Profiles
Purpose: Use the User Profiles screen to add new users,
disable user logins, or delete users that have access to Order Broker Cloud Service for
the purposes of configuring or reviewing settings and activity for either
the Routing Engine module, the Supplier Direct Fulfillment module, or
both.
Password: When you
first create a user profile that does not use LDAP authentication, you need to specify
an initial, temporary password. The user needs to change the password
when first logging into Order Broker Cloud Service by
completing the Change Password window.
Users anonymized? If
a user has been anonymized, asterisks are displayed as
the user’s name and email.
Anonymized users can still log into Order Broker Cloud Service and
retain their current authority unless they are deactivated. Anonymizing
a vendor user does not automatically deactivate the user.
See Anonymizing Data for background.
Vendor user profiles: See
the Vendor User Profiles screen for information
on working with vendor user profiles that control authority to the Vendor
Portal.
Store associate user profiles: See
the Store Associate User Profiles screen
for information on working with store associate profiles that control
authority to Store Connect.
How to display this screen: Select
User Profiles from the Home Screen or from the Systems Menu.
Note: Only
users with User Profiles authority
can display this screen. See the Role Wizard for more information.
In this topic:
• Options at
this screen
• Fields at
this screen
Options at
this screen
Option |
Procedure |
create a new user profile |
1. Enter
a user ID in the User ID field.
Your entry must be 5 to 10 positions, and is always set to lowercase.
2. Optionally,
enter a name in the Name field.
Names can be 1 to 30 positions in length.
You can also enter or change the name at
the User Profile Configuration screen.
3. Optionally,
enter an email address in the Email field.
You can also enter or change the email address at the User Profile Configuration screen.
Email addresses must be in the format of name@host.ext. You cannot
enter more than one email address. Depending on your selections
at the Event Logging screen, Order Broker Cloud Service might
generate an email to this email address if the user uploads proximity
data; see that screen for more information.
You can also enter or change the email address
at the User Profile Configuration screen.
Note: You
cannot create a user profile with a disabled login; instead, follow
the steps below under disable or enable the login for a user profile.
4. Click
New. You advance to the User Profile Configuration screen,
where you set the user’s authority, LDAP authentication settings or
initial, temporary password, and default shipping system. Click
Save when you are done.
Important: Creation
of the new user profile is not complete until you click Save at the User Profile Configuration screen.
Password:
When you first create a user profile that does not use LDAP authentication, you specify an
initial, temporary password. The user needs to change the password
when first logging into Order Broker Cloud Service by
completing the Change Password window. See that
window or the User Profile Configuration screen
for information on password requirements. |
search for a user profile |
Use any combination of the fields
at the top of the screen to restrict the search results to matching
user profiles:
• Enter
a full or partial User ID to
restrict your results to product user ID’s starting with your
entry.
• Enter
a full or partial Name to
restrict your results to user profiles whose names contain your
entry. You can’t search by name for a user who has been anonymized.
• Enter
a full or partial Email to
restrict your results to user profiles whose email addresses contain
your entry. You can’t search by email for a user who has been
anonymized.
• Set
the Disabled logins drop-down
box to Yes or No to
restrict your results to user profiles that match your selection,
or leave this field unselected to search for user profiles regardless
of this setting.
• Click
Search.
Case: The
User ID is changed to lowercase
automatically. The additional enterable fields on this screen
(Name and Email)
are case-insensitive for searching; for example, an entry of j matches both John and
john. |
change an existing user’s
authority, LDAP authentication settings,
or default shipping system |
Click the edit icon ( ) for a user profile to advance to the User Profile Configuration screen.
Note: If
the User Profile Configuration screen
is already open in another tab, you advance to that screen, where
the previously-selected user profile is displayed. |
change the password for
a user profile |
Click the reset password icon ( ) for a user profile to open
the Reset User Profile Password window,
where you specify a new, temporary password for the user. The
user will need to change the password at the next login by completing
the Change Password window. |
disable
or enable the login for a user profile |
The disabled icon ( )
indicates that the user cannot currently log into Order Broker Cloud Service; otherwise,
the enabled icon ( )
indicates that the user can currently log in. To switch between
the settings, click the icon that is currently displayed.
If someone attempts to log in using
a disabled user ID, the login screen displays an error: Log in failed.
Note:
• You
can disable a user account manually, but an account can also disabled
if there has been a series of unsuccessful login attempts equal
to the number specified in the Lock Out field
at the Tenant-Admin screen. If you change the user account back
to Active status, the account remains disabled until the Lockout
Duration specified in the User Lockout options in WebLogic has
passed.
• You
can enable or disable the login for a user regardless of whether
the user is flagged for LDAP authentication. |
select a user for review |
Click the user profile to open the
Browse User Profile window. This
window displays information about the user, including the user’s
assigned authority. |
delete
a user profile |
Select the delete icon ( ) next to a user profile to delete the user profile
from Order Broker Cloud Service.
Note: You
cannot delete an admin user profile. Also, you
cannot delete a user profile if there is order transaction history
for the user. |
Fields at this
screen
Field |
Description |
Search/new
fields: |
User
ID |
A
unique ID to identify a user. The user ID can be 5 to 10 positions
in length. Required to create a new user. Always lowercase; entries
in uppercase are automatically changed to lowercase. |
Name |
The
user’s name. Names can be 1 to 30 positions in length.
Case-insensitive for searching; for
example, an entry of j matches
both John and john.
You can’t use name to search for a user who has been anonymized. |
Email |
Email
addresses must be in the format of name@host.ext. You cannot enter
more than one email address. Optional entry. You can’t use email
to search for a user who has been anonymized.
Depending on your selections at the
Event Logging screen, Order Broker Cloud Service might
generate an email to this email address if the user uploads proximity
or product attribute data; see that screen for more information
on specifying the email address to use for various system notifications.
Case-insensitive for searching; for
example, an entry of j matches
both John and john. |
Disabled
Logins |
Use
this flag to filter search results based on whether the users
can currently log into Order Broker Cloud Service.
Select:
• Yes to display users who can log
into Order Broker Cloud Service
• No to display users who cannot
log into Order Broker Cloud Service
Note: This
flag is used for search only. Your selection here does not apply
when you are creating a new user. |
Results
fields: |
User
ID |
A
unique ID to identify a user. The user ID can be 5 to 10 positions
in length. Always lowercase. |
Users anonymized? If a user has been anonymized,
asterisks are displayed as the user’s name and email.
Anonymized users can still log into Order Broker Cloud Service and
work with data, based on their authority, unless they are deactivated.
Anonymizing a user does not automatically deactivate the user.
See Anonymizing Data for background.
|
Name |
The
user’s name. Names can be 1 to 30 positions in length. Asterisks
displayed if the user has been anonymized. |
Email |
Email
addresses must be in the format of name@host.ext. Asterisks displayed
if the user has been anonymized.
Note: Depending
on your selections at the Event Logging screen, Order Broker Cloud Service might
generate an email to this email address if the user uploads proximity
or product attribute data; see that screen for more information
on specifying the email address to use for various system notifications. |
Reset
Password |
Click
the reset password icon ( )
for a user profile to open the Reset User Profile Password window,
where you specify a new, temporary password for the user. The
user will need to change the password at the next login by completing
the Change Password window.
This option is not available for a user
flagged for LDAP authentication. |
Active |
The
disabled icon ( ) indicates
that the user cannot currently log into Order Broker Cloud Service;
otherwise, the enabled icon ( )
indicates that the user can currently log in. To switch between
the settings, click the icon that is currently displayed. You
can also use the Active flag
at the User Profile Configuration screen
to control whether a user can log in.
Note: You
can disable a user account manually, but an account can also disabled
if there has been a series of unsuccessful login attempts equal
to the number specified in the Lock Out field at the Tenant-Admin
screen. If you change the user account back to Active status,
the account remains disabled until the Lockout Duration specified
in the User Lockout options in WebLogic has passed.
If someone attempts to log in using
a disabled user ID, the login screen displays an error: Log in failed. |
Edit
|
Click
the edit icon ( ) for a user profile to advance
to the User Profile Configuration screen.
At that screen, you can change an existing user’s access rights,
LDAP authentication settings, or default
shipping system.
Note: If
the User Profile Configuration screen
is already open in another tab, you advance to that screen, where
the previously-selected user profile is displayed. |
Delete |
Select the delete icon ( ) for a user profile to delete the user profile from
Order Broker Cloud Service.
This option is not available for an admin user. |
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