complete creation of a new user

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

2.      Enter the user’s Name. The name you entered at the 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.      Optionally, use the Cloud Service User Id to match the user’s ID in IDCS if it is different from the Order Broker user ID. See the Cloud Service User Id for more information.

Preferences:

5.      Select the user’s Default Shipping System. This setting controls the system product code displayed as the Item # at the Order screen. This is a required field unless there are not yet any existing systems in Order Broker.

6.      Data Formats: Optionally, override the settings of any of the Data Formats (Date Format, Time Format, Decimal Separator, or Thousands Separator) to control how this data is formatted on Order Broker screens.

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

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

Note:  The user needs to log out of Order Broker and then log back in to see the data format changes take effect.

Note:  

•         If none of the role options is selected, the user has authority only to the Orders menu and cannot change an order or order line’s status or assigned fulfilling location.

•         All authority is selected by default for the admin user and cannot be removed.

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 user.

Note:  

•         The user should log out of Order Broker and then log back in to apply the changes.

User

User ID

5 to 10 positions, alphanumeric. Display-only for an existing user; otherwise, required. Always lowercase.

Matches another user? A warning message indicates if the user ID specified when you are creating a new vendor user matches an existing User ID for a user of another type, such as a Vendor user, Store Connect associate, or web service user; however, you can still create the vendor user. This message also indicates if the user ID matches the Cloud Service User ID of a Store Connect associate.

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 and retain their current authority unless they are deactivated.

See Anonymizing Data for background.

Name

1 to 30 positions, alphanumeric. Required. Asterisks are displayed if the user has been anonymized.

Email

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 might generate an email to this email address if the user uploads proximity data; see that screen for more information. Asterisks are displayed if the user has been anonymized. Optional.

Active

Indicates whether the user can log into Order Broker. You can also use the Disable Login option at the User Profiles screen to control whether a user can log in.

Cloud Service User Id

Optionally, enter the user name identifying the user in Oracle Identity Cloud Service (IDCS). Up to 255 positions.

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.

Preferences

Default Shipping System

Indicates the system product code to display as the Item # at the Order screen. This field is required unless you have not yet created any systems in Order Broker.

Data Formats

The following fields control the display of data on Order Broker screens for the user. They do not control the format of data on reports or in emails, or the datetime stamps for archived file names.

For more information:  See Localization Settings for information on how language and data format settings are defined.

Date Format

The format to use for the display of dates on Order Broker screens:

•         MM/DD/YYYY (default): Month/day/year, for example: 12/31/2016

•         DD.MM.YYYY: Day.month.year, for example: 31.12.2016

•         DD/MM/YYYY: Day/month/year, for example: 31/12/2016

•         YYYY/MM/DD: Year/month/day, for example: 2016/12/31

•         DD-MM-YYYY: Day-month-year, for example: 31-12-2016

Required.

Time Format

The format to use for the display of times on Order Broker 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 Order Broker screens:

•         Period (default): For example, 12.34

•         Comma: For example, 12,34

Required.

Note:  The decimal separator and the thousands separator cannot be the same.

Thousands Separator

The character to use as a separator on Order Broker 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.

Authority

Note:  All authority is selected by default for the admin user and cannot be removed.

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.

Eligible Roles

This area displays all available roles set up to control authority for retailer 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 user is currently assigned. To remove a role, highlight it and drag it to the Eligible Roles area.