Specify User Category for New Supplier Users

By defining a unique user category (SUPPLIER_USER), supplier users can now have a user name policy and a new user account notification that are different from employees.

This user category is automatically assigned to supplier users when their user accounts are created. This user category gives supplier users the type of user name preferred for external users, and user account notifications with specific information for more effective communication and the next steps the supplier user can do.

Here are some things you need to know:

• This task is done in the Security Console, so you require proper functional access.

• This manual task doesn't support migration service. But the content in the Security Console, including user categories can be migrated using the migrator service supported on the task: Manage Applications Security Preferences. This task is associated to the Initial Users functional area in the Procurement offering.

To create the user category SUPPLIER_USER:

1. In Navigator, click Security Console.

2. Click User Categories, and in User Categories click Create, and then click Edit.

3. Enter the user category name exactly as SUPPLIER_USER.

4. Select a value for the user name generation rule such as Email.

5. Click Save and Close.

To make changes to the SUPPLIER_USER category based on business need, for example, to create a new account notification template tailored to supplier users:

1. Click Notifications and then click Edit.

2. Click Add Template.

3. Enter the required information. Select the Enabled check box and from the Event drop-down list, select New user created.

4. Click Save and Close.

5. Click Save and then Done.

6. Deselect the Enabled check box.

To disable the seeded new account template:

1. In the SUPPLIER_USER User Category: Notifications page, click Edit and then click the template link.

2. Click Save and Close.

3. Click Save and then Done.