Quick Reference Guide User Permissions & Roles - Buyers. Table of Contents

Transcription

1 User Permissins & Rles - Buyers Table f Cntents User Permissins & Rles... 2 Adding New Users... 2 Editing Existing Users... 3 Users Search Table... 3 Creating User Rles... 4 Editing Existing Rles... 6 Rles Search Table... 6 Assigning Rles t Users... 6 Temprary Rles... 7 New Permissins vs. Old Permissins... 8 Page 1 June 27, 2013 QR-UserPermissinsandRles-Buyer

2 User Permissins & Rles - Buyers User Permissins & Rles In Eved, premium members can have mre than ne user within their main cmpany accunt. T add new users, g t Admin > Users. This sectin has tw tabs: Users is where yu add new users, see yur current list f users, edit and delete existing users, search thrugh yur list f users, and mass assign users rles. Rles is where yu add, edit and delete rles. Fr each rle yu create, yu will set up a unique set f permissins that will apply t certain types f users within yur cmpany. Tip: We recmmend yu think f Eved rles based n existing emplyee titles within yur cmpany. Fr example, what kind f access wuld yur marketing team members need in Eved? Hw is that different frm hw a sales representative r accuntant wuld use Eved? Adding New Users Click the Add User buttn at the tp right f the screen t pen the Add User windw. Yu shuld have the fllwing fields available: User Pht: Yu can nw uplad user phts fr yur users. Uplading, crpping and saving images here wrks just as it des elsewhere n Eved. User Rle: This is a drp dwn menu frm which yu can select which f yur existing rles will be assigned t this user. Again, yu can als add a new rle frm within this screen. First Name Last Name Title: This is fr yur internal cmpany emplyee titles. Phne Mbile Phne Temprary Passwrd: This is the initial temprary passwrd we t users when yu add them. They will be prmpted t change this passwrd the first time they lgin t Eved. Cnfirm Passwrd: Retype the temprary passwrd t ensure there were n typs. Ntificatin Preferences Page 2 June 27, 2013 QR-UserPermissinsandRles-Buyer

3 User Permissins & Rles - Buyers Editing Existing Users Within the Users list yu can click the Edit icn next t any listed user t edit that individual s infrmatin. Yu ll see the same fields available in the Edit User pp up windw as in the Add User windw abve. Nte: If yu change a user s rle, they will nt see the effects f this rle change until the next time they lgin t the system. If they are lgged in at the time yu edit their rle, these changes will nt g int effect until they ve lgged and then lgged back in again. Users Search Table Page 3 June 27, 2013 QR-UserPermissinsandRles-Buyer

4 User Permissins & Rles - Buyers The fllwing clumns are available in the Users tab: Last Name First Name Title: This is yur internal emplyee title. Address Phne Number / Mbile Phne: Yu can tggle between these tw clumns. Rle / Pht: Yu can tggle between these tw clumns. The Rle lists their assigned rle in Eved, while Pht indicates via a Yes r N whether r nt the user has a headsht upladed in Eved. There are als Edit and Delete icns next t each user. Within this searchable table f users, yu can take the fllwing actins: Srt the clumn headers A t Z by clicking the triangles next t the headers. Search acrss all fields at the tp f the table. Search by Apply Filter in a clumn header. Clicking n a clumn header will bring up a screen where yu can type a search term r ptin and apply a filter t that clumn specifically. Save a search With whatever search terms yu ve applied, yu can save the search by clicking the drp dwn menu that says Default View. This pens a drp dwn menu with an pen field where yu can type a title and click Add t save this search. Yu can edit a saved search by running a new search, clicking the drp dwn menu f saved searches and click the Save icn next t the search yu want t update. Yu can delete a saved search by clicking the Delete icn next t the search yu want t remve frm yur list. Exprt a list f users Click the Exprt buttn at the tp f the page. Fr each exprt, yu can chse whether yu d like t exprt all the data related t yur current search view, r nly the data currently displayed n the screen. Print a list f users Click the Print buttn at the tp f the page t print yur current list f users. Creating User Rles Clicking Add Rle will take yu t the Add Rle windw. Here yu can create yur wn new rles. The same permissins ptins available in the Edit Rle windw are available here. Create ne new rle and give it a name. Click Save. Page 4 June 27, 2013 QR-UserPermissinsandRles-Buyer

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6 Editing Existing Rles Quick Reference Guide User Permissins & Rles - Buyers Click the Edit icn next t any given rle t pen the Edit Rle windw and see what permissins are currently assciated with this rle. Yu can edit rles at any time, and thse changes will g int effect fr all the users assciated with that given rle the next time they lg back int their Eved accunts. Yu can als Delete rles that are n lnger being used, but yu will nt be able t delete a rle if users are still currently assciated with it. First reassign users currently assciated with the rle yu d like t delete t a different new r existing rle, then delete the rle yu n lnger need. Nte: If yur Eved accunt and users were set up prir t June 29, 2013, yu may have Temprary Rles set up in yur accunt. Jump t the Temprary Rles sectin at the end f this guide fr mre infrmatin. Rles Search Table Yu have the same actin abilities abve in the Users tab in Rles tab. Yu can srt the clumns alphabetically, search acrss all fields, apply filters t yur search, save searches, and exprt and print lists. Rle: This is the rle yu create in Eved. Last Updated: This lgs the last time yu made changes t the rle in Eved. There are als Edit and Delete icns next t each rle. Assigning Rles t Users Once yu ve created yur rles in Eved, yu ll assign these rles t yur users. This is dne in yur Users tab. There are tw ways t assign Rles: Assign rles ne user at a time Click the Edit icn next t a user t pen the Edit User windw. In the drp dwn menu next t User Rle select the rle yu want t assign this user t, then click Save at the bttm f the screen. Nte that yu can als click Add Rle t add a new rle within this same screen. Assign a rle t multiple users at nce Check at least tw bxes next t users in the far left side f the users search table. This shuld activate the Assign Rle buttn at the tp right f the page. Click it t pen the Assign Rles t Users pp up windw. Frm this windw yu can select ne rle frm all the rles yu ve created in yur accunt. Chse ne rle and click Save. Page 6 June 27, 2013 QR-UserPermissinsandRles-Buyer

7 User Permissins & Rles - Buyers Temprary Rles T make the transitin t the new Eved rles, launched n July 1, 2013, smth fr ur users, we ve assigned Temprary Rles t all the unique cmbinatin f permissins currently existing amng yur users. Click the Edit icn next t any given rle t pen the Edit Rle windw and see what permissins are currently assciated with this rle. Yu can then chse t rename the temprary rle and make any changes in rder t custmize it fr yur cmpany. Nte: Yu will nt be able t delete a rle if users are still currently assciated with it. Yu will als ntice while in the Edit Rle windw that the language arund user permissins has changed in an effrt t be easier t manage and understand fr ur users. Attached n the next page is a table that shws yu hw the new permissins match up with the ld permissins. Page 7 June 27, 2013 QR-UserPermissinsandRles-Buyer

8 User Permissins & Rles - Buyers New Permissins vs. Old Permissins New Permissin Administratin N Admin Permissin Cmpany Administratr Reginal Administratr Prgrams Apprve Prpsals Apprve Invices Award Prgrams Pay Invices RFPs Reprts Purchase Orders Apprve Purchase Orders Create Purchase Orders Pay Invices Cmpany Manage Prfile Supplier Management Invite Suppliers My Suppliers Supplier Management Setup RFP Administratr Reprts GrundTransprt Administratr Existing Permissin Administratin Administratin Nt Checked Administratin - Checked New Permissin, des nt exist Prgrams Received Prpsals/Invices/PO's Apprve All Received Prpsals & Invices Received Prpsals/Invices/PO's Apprve All Received Prpsals & Invices RFPs Received Prpsals/Invices/PO's - Pay Invices RFPs Reprts Purchase Orders Received Prpsals/Invices/PO's Apprve All Received Prpsals & Invices Client Prpsals & Invices Create & Edit Prpsals & Invices Received Prpsals/Invices/PO's - Pay Invices Cmpany New Permissin des nt exist Supplier Management Vendr Management Invite Vendrs Vendr Management My Vendrs Allw Changes Vendr Management Vendr Mgmt Setup New Permissin des nt exist. Reprts GrundTransprt Main Site Setup Prgram Main Site Run Prgram Main Site Manage Transprtatin Sites Main Site Administratin Main Site Change Preferences Page 8 June 27, 2013 QR-UserPermissinsandRles-Buyer