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 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 additional information, including the user’s authority and default shipping system. Click Save when you are done.

Creation of the new user profile is not complete until you click Save at the User Profile Configuration screen.

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

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.

disable or enable the login for a user profile

The disabled icon () indicates that the user cannot currently log into Order Broker; 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 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.

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.

Note:  You cannot delete an admin user profile. Also, you cannot delete a user profile if there is order transaction history for the user.

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 search by name 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.

Depending on your selections at the Event Logging screen, Order Broker 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.

You can’t search by email for a user who has been anonymized.

Disabled Logins

Use this flag to filter search results based on whether the users can currently log into Order Broker. Select:

•         Yes to display users who can log into Order Broker

•         No to display users who cannot log into Order Broker

Note:  This flag is used for search only. Your selection here does not apply when you are creating a new user.

Results fields:

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.

User ID

A unique ID to identify a user. The user ID can be 5 to 10 positions in length. Always lowercase.

Name

The user’s name. Names can be 1 to 30 positions in length. If a user has been anonymized, asterisks are displayed as the user’s name.

Email

Email addresses must be in the format of name@host.ext. You cannot enter more than one email address. If a user has been anonymized, asterisks are displayed as the user’s email. Optional entry.

Note:  Depending on your selections at the Event Logging screen, Order Broker 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.

Active

The disabled icon () indicates that the user cannot currently log into Order Broker; 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 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 information about the user, such as access rights 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. This option is not available for an admin user.