Vendor User Profile

Purpose: Use the Vendor User Profile screen to review or change a vendor user profile.

Used for the Supplier Direct Fulfillment module.

How to display this screen:

Click the edit icon () for an existing vendor user at the Vendor User Profiles screen. See that screen for more information.
Click Edit at the Browse Vendor User Profile window.

Vendor users anonymized? If a vendor user has been anonymized, asterisks are displayed as the vendor user’s name and email.

Anonymized vendor users can still log into the Vendor Portal and retain their current authority unless they are deactivated.

See Anonymizing Data for background.

Completing this screen: Click Save when you are done to apply updates to an existing vendor user; otherwise, click Cancel.

Note:

Available if Use Vendor Portal is selected at the Tenant screen. Only users with Vendor User Profiles authority can display this screen. See the Role Wizard for more information.

Options at this screen

Option	Procedure
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 vendor user. Note: The user should log out of the Vendor Portal and then log back in to apply the changes.

Fields at this screen

Fields	Description
User
User ID	5 to 50 positions, alphanumeric. Always lowercase. Display-only.
Vendor	The vendor associated with the vendor user.
Preferences
User ID	5 to 50 positions, alphanumeric. Always lowercase.
Vendor users anonymized? If a vendor user has been anonymized, asterisks are displayed as the vendor user’s name and email. Anonymized vendor users can still log into the Vendor Portal 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. Optional. 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. Asterisks are displayed if the user has been anonymized.
Active	Indicates whether the vendor user can log into the Vendor Portal. You can also use the Disable Login option at the Vendor User Profiles screen to control this setting. 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.
Authority Alternate method to assign authority: You can assign authority to an existing vendor user through this screen, or through the Users step in the Role Wizard. Vendor user with no authority? Optionally, you can create a vendor user profile with no assigned roles. This user, if active, can log into the Vendor Portal to review the charts and information at the home screen, but cannot advance to any modules.
Eligible Roles	This area displays all available roles set up to control authority for vendor 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 vendor user is currently assigned. To remove a role, highlight it and drag it to the Eligible Roles area.