Edit Store Associate User Profile
Purpose: Use the Edit Store Associate User Profile screen to review or change a store associate user profile.
Used for: The Store Connect module.
How to display this screen:
• Click
the edit icon (
) for
an existing store associate user at the Store Associate User Profiles screen.
• Click Edit at the Browse Store Associate User Profile window.
Store associate users anonymized? If a store associate has been anonymized, asterisks are displayed as the associate’s name and email.
Anonymized associates can still log into Store Connect and retain their current authority unless they are deactivated.
See Anonymizing Data for background.
IDCS setup required: Each store associate user must also be created in IDCS.
Completing this screen: Change information as needed at the Preferences tab, Authority tab, or Locations tab, and click Save when you are done to finish applying updates to an existing store associate user; otherwise, click Cancel.
Note: Available if Use Store Connect is selected at the Tenant screen. Only users with Store Associate User Profiles authority can display this screen. See the Role Wizard for more information.
Fields |
Description |
|---|---|
User ID |
5 to 30 positions, alphanumeric. Always lowercase. Display-only. |
Organization |
The organization associated with the Store Connect system where the store associate works. Display-only. |
Name |
1 to 30 positions, alphanumeric. Required. Set to asterisks if the associate has been anonymized. |
Must be in the format of name@host.ext. You cannot enter more than one email address. Informational. Optional. Set to asterisks if the associate has been anonymized. |
|
Active |
Indicates whether the store associate user can log into Store Connect. You can also use the Disable Login option at the Store Associate User Profiles screen to control this setting. |
Cloud Service User Id |
Optionally, enter the user name identifying the user in Oracle Identity Cloud Service (IDCS). Needed when? You might need to define a Cloud Service User ID if the user ID defined in IDCS exceeds the length of the User ID in Order Broker. For example, you might create each user in IDCS using the user’s email address, such as franklin.pierce@example.com, and then create a shorter User ID in Order Broker, such as fpierce. The Cloud Service User ID serves as a cross-reference. Case-sensitive for authentication. Assignment across different user types: You can assign the same Cloud Service User ID or User ID to more than one user of a different type. For example, you can have: • an Order Broker User ID and vendor User ID that are the same • an Order Broker Cloud Service User ID that is the same as a web service User ID • an Order Broker User ID that is the same a Store Connect Cloud Service User ID Warning message: For any of these combinations, the screen displays a warning message that the User ID or Cloud Service User ID is assigned to another user or user profile, but you can still create or update the user. Similarly, you see a warning if the User ID or Cloud Service User ID matches the User ID for a vendor user or for a web service User, or vice versa. Can’t assign to same user type: You cannot assign the same Cloud Service User ID or User ID to more than one user of the same type. For example, you cannot have an Order Broker user whose Cloud Service User ID is the same as the User ID of another Order Broker user, just as you cannot have two Order Broker users with the same User ID. |
Approval Override Code |
Optionally, enter a code that the user can provide in Store Connect to approve certain actions for another user who lacks the required authority: • Reject an assigned delivery or pickup order: Reject Approval authority required. • Edit the shipping address for a delivery order: Edit Ship To Address authority required. • Close an item on a ship-to-store order: Approve Close in Receiving authority required. For example, user A attempts to edit a ship-to address in Store Connect, but lacks the required authority. A window opens, indicating that the user isn’t authorized. User B does have edit authority, and enters their user ID and approval override code. User A can then edit the ship-to address. See the Role Wizard for information on assigning authority to Store Connect users. Code requirements: The approval override code can be any combination of letters, numbers, special characters, and spaces, but must be from 3 to 25 positions long. Not case-sensitive. Note: The user can change the override code in Store Connect; however, an override code must first be specified here. The user cannot create a new override code in Store Connect unless an override code is first defined in Order Broker. |
|
The following fields control the display of data on Store Connect screens for the associate. For more information: See Localization Settings for information on how language and data format settings are defined for Store Connect. |
|
Date Format |
The format to use for the display of dates on Store Connect screens: • MM/DD/YYYY (default): Month/day/year, for example: 12/31/2018 • DD.MM.YYYY: Day.month.year, for example: 31.12.2018 • DD/MM/YYYY: Day/month/year, for example: 31/12/2018 • YYYY/MM/DD: Year/month/day, for example: 2018/12/31 • DD-MM-YYYY: Day-month-year, for example: 31-12-2018 Required. |
Time Format |
The format to use for the display of times on Store Connect screens: • AM/PM (default): For example: 11:40 AM • 24 Hour: For example: 13:01 Required. |
Decimal Separator |
The character to use as a decimal separator on Store Connect screens: • Period (default): For example, 12.34 • Comma: For example, 12,34 Required. Note: • Regardless of this setting, the percentage displayed for the pie chart on the Store Connect home screen always uses a period; for example, 99.9%. • The decimal separator and the thousands separator cannot be the same. |
Thousands Separator |
The character to use as a separator on Store Connect screens for numbers over 3 positions: • Comma (default) For example, 1,234 • Period: For example, 1.234 • Space: For example, 1 234 Required. Note: The decimal separator and the thousands separator cannot be the same. |
|
Alternate method to assign authority: You can assign authority to an existing user through this screen, or through the Users step in the Role Wizard. Delivered store associate roles: The store associate roles delivered for Store Connect are: • Associate: provides authority to all Store Connect screens, but not additional authority such as rejecting orders • Manager: provides full authority to all Store Connect screens and functions, including rejecting orders You can also create additional store associate roles through the Role Wizard. Store associate user with no authority? Optionally, you can create a store associate user profile with no assigned roles. This user, if active and assigned to a location, can log into Store Connect to review the charts and information at the home screen, but cannot advance to any additional screens or process any transactions. |
|
Lists all available store associate roles 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. |
|
Lists all roles to which the store associate user is currently assigned. To remove a role, highlight it and drag it to the Eligible Roles area. |
|
|
All locations for the Store Connect system are displayed in either the Eligible Locations area (if not already assigned to the store associate) or the Assigned Locations area (if already assigned). Assigning locations: To assign a location or remove the assignment, drag the location between the two areas. Sorting: Optionally, sort on a column, expand a column, or rearrange columns before selecting locations. For example: • Click the Region column heading to sort locations by region. • Position the cursor between the Name and City column headings until the cursor turns into a double-pointed arrow, then drag the City column heading to the right to enlarge the Name column. • Position the cursor on the Rank column heading, drag the entire column to the left, and drop it between the Location and Name columns. Filtering: Optionally, enter a full or partial location field to restrict the displayed locations to your entry. For example, enter a Postal Code of 016 to restrict the listed locations to those whose postal codes start with 016. |
|
Eligible Locations |
Lists all Store Connect locations that are not currently assigned to the store associate. Information displayed includes: • Location: The code identifying a location. Location codes can be 1 to 10 positions in length, and must be unique for the system. • Name: The name describing the location. Location names can be 1 to 40 positions in length, and do not need to be the same as the name or description of the location in the Store Connect system. • City: The city where the location is located. Can be up to 35 positions. • State/Province: The U.S. state or Canadian province where the location is located. Can be up to 3 positions. • Country: The code identifying the country. Can be a two-position alpha, three-position alpha, or three-position numeric code, validated against the ISO 3166 list of country codes. • Postal Code: The U.S. ZIP code or Canadian postal code for the location. • Rank: The rank you have assigned to the location. Informational. Up to 10 positions. • Region: The region you have assigned to the location. Informational. Up to 20 positions. |
Assigned Locations |
Lists all Store Connect locations are currently assigned to the store associate. See Eligible Locations, above, for descriptions of each field. |
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