The Community Profile screen allows users with the Community Administrator or Community Features role, the ability to customize the:
- Community's menu display bar
- Dashboard message
- Community logos
- Email configuration and
- View integration credentials.
Access Community Profile
Go to the Administration module > click Settings > select Profile tab.
The Profile tab consists of 5 headers: Customization, Description, Logos, Email and Integration.
Customization
| Field | Purpose |
| Name | Used to define the Community Name. This will be used in communications (e.g. on Purchase Orders). |
| Display Name | This is the name that will be displayed on your community dashboard. the Display Name is generally used if you name the site something internally. The community name will be used if this is not provided. The Display Name is not used on POs or any communications to suppliers. |
| Community Code | The community code used during integration and for the site URL. |
| Banner | The graphical banner is used to customize the look of the community and appears at the top of all community pages. The banner must be a JPEG/PNG image 50 pixels high and a maximum of 500 pixels wide. |
| Menu Color | The color scheme allows the community to choose a color scheme for the menus that fit with their banner and branding. |
| Currency | States the currency of your community. |
Description
- The Community Message box can be used to customize text, that will appear at the top of the community's homepage. Often used to display a welcome message or key information for buyers.
- An Alert can be customized to display highlighted text at the top of the community homepage. Often used if there are special instructions buyers need to see.
- Links (URLs) can be inserted to display on the homepage and used to provide links to documents or webpages, such as 'Purchasing Guidelines' or internal support.
Logos
Communities can assign different logos that will be included in specified communications sent via Unimarket.
- A Printable Logo will appear on all printable documents, such as purchase orders.
- An Email Logo will be displayed on emails.
- A Public Logo will appear on the public supplier registration screen.
Allocate desired email addresses associated with topic targeted subjects, to receive specified email notifications. The tool tip (encircled question mark) will be provided additional information.
You can chose to have one default email address, that will be the email for all notifications or have specified email addresses for the different notifications (see below).
- Default: The value used when a more specific email is not specified for the below email fields.
- Approvals: The email address all approval requests are sent from. It's sent to the approver when there is a requisition waiting for their action.
- Invoicing: The email address invoice error and receipting notifications are sent from. The email would be sent to the suppliers' invoice contact if the invoice that was created came in and was not submitted (i.e. rejected). A notification email would be sent to the buyer if an invoice came in for an order that has not been received.
- Lite Suppliers Default: The email address that orders will be sent to if the lite supplier has not been specified with an order email address in the Lite Supplier setup.
- Supplier Profile Changes: The email address that receives notifications of changes to Supplier information.
- Orders: The email address community orders are sent from. Email is sent to the supplier and the buyer when the order is created (requisition is fully approved).
- Supplier Forums: The email address that supplier invitations for registration and comments to the supplier are sent from (other than RFx communication). This is also the email that comments posted by the supplier and notifications when suppliers complete their registration are sent to.
- Integration: The email address that will be sent notifications if the integration web service messages cannot reach the endpoint due to any connection issues.
Integration
Provides an overview of the integration credentials for your community. These are used to identify the community when integrating with an external system.
- Integration Username: This is the username used with sending integration messages to Unimarket and is a system generated identifier.
- Integration Password: Is set by the community and encrypted for security.
- Community UUID: Is a system generated identifier.