create a new vendor user profile to provide access to the Vendor Portal for that vendor’s data

1.      Optionally, select a different Organization.

2.      Select the Vendor that the vendor user should be associated with.

3.      Enter a user ID in the User ID field. Your entry must be 5 to 10 positions.

4.      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 Vendor User Profile screen.

5.      Optionally, enter an email address in the Email field. You can also enter or change the email address at the Vendor User Profile screen. Email addresses must be in the format of name@host.ext.

Note:             You cannot create a vendor user profile with a disabled login; instead, follow the steps below under disable or enable the login for a vendor user profile.

6.      Click NEW. You advance to the Vendor User Profile screen, where you can set the authority. Click Save when you are done.

Default password? The password is initially set to the user ID, but the vendor user needs to change the password when first logging into the Vendor Portal. See Vendor User Profiles, above, for password requirements.

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

search for a vendor user profile

Optionally, use any combination of the fields at the top of the screen to restrict the search results to matching vendor user profiles:

•         Select a different Organization to work with vendors for that organization.

•         Select a Vendor to work with user profiles for that vendor.

•         Enter a full or partial User ID to restrict your results to 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.

•         Enter a full or partial Email to restrict your results to user profiles whose email addresses contain your entry.

•         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.

change an existing vendor user’s name, email, or authority, or enabled or disable the user’s login

Click the edit icon () for a vendor user profile to advance to the Vendor User Profile screen.

Note:  If the Vendor User Profile screen is already open in another tab, you advance to that screen, where the previously-selected vendor user profile is displayed.

reset the password for a vendor user profile

Click the reset password icon () for a vendor user profile to set the password back to the user ID. The vendor user will need to reset the password when next logging in.

disable or enable the login for a vendor user profile

The disabled icon () indicates that the vendor user cannot currently log into the Vendor Portal; otherwise, the enabled icon () indicates that the vendor 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 Vendor User Profile screen to control whether a vendor user can log in.

If someone attempts to log into the Vendor Portal using a disabled user ID, the login screen displays an error: Log in failed. 

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.

select a vendor user for review

Click the vendor user profile to open the Browse Vendor User Profile window. This window displays information about the vendor user, including the vendor user’s assigned authority.

delete a vendor user profile

Select the delete icon () next to a vendor user profile to delete the vendor user profile from Locate. You can delete a vendor user profile even if there is purchase order history for the user.

Search/new fields:

Organization

See organization. Defaults from the organization associated with the Default Shipping System from your user profile, but you can override this default.

Vendor

A vendor who fulfills drop ship purchase orders originating in an integrated system such as CWSerenade or CWDirect. Vendor users are associated with a single vendor, and when they log into the Vendor Portal, only that vendor’s information is available. See the Vendors screen for a discussion of vendors.

User ID

A unique ID to identify a vendor user with authority to log into the Vendor Portal. The user ID can be 5 to 10 positions in length. Required to create a new vendor user.

Name

The vendor user’s name. Names can be 1 to 30 positions in length.

Email

Email addresses must be in the format of name@host.ext. You cannot enter more than one email address. Optional entry. 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.

Disabled Logins

Use this flag to filter search results based on whether the vendor users can currently log into the Vendor Portal. Select:

•         Yes to display vendor users who can log into the Vendor Portal

•         No to display vendor users who cannot log into the Vendor Portal

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

Results fields:

Vendor

A vendor who fulfills drop ship purchase orders originating in an integrated system such as CWSerenade or CWDirect. Vendor users are associated with a single vendor, and when they log into the Vendor Portal, only that vendor’s information is available. See the Vendors screen for a discussion of vendors.

User ID

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

Name

The vendor user’s name. Names can be 1 to 30 positions in length.

Email

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.

Reset Password

Click the reset password icon () for a vendor user profile to set the password back to the vendor user ID. The vendor user will need to reset the password when next logging in.

Active

The disabled icon () indicates that the vendor user cannot currently log into the Vendor Portal; otherwise, the enabled icon () indicates that the vendor 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:  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.

Edit

Click the edit icon () for a vendor user profile to advance to the Vendor User Profile screen. At that screen, you can change an existing vendor user’s preferences and authority.

Note:  If the Vendor User Profile screen is already open in another tab, you advance to that screen, where the previously-selected vendor user profile is displayed.

Delete

Select the delete icon () for a vendor user profile to delete the vendor user profile from Locate.