Users with the Community Administrator or User Administrator role, can create individual users. This is ideal, if the community has a small number of users to add.
To add a large number of users, the bulk upload option may be useful. For additional information, refer to help article Uploading Community Users.
Before creating individual users, ensure the appropriate Organization Units, Self Approval Levels and Buyer Groups has been assigned, first.
Note: Users are only able to edit their name, phone number and email address (and default account code, if set as a user default). All other settings are managed by Administrators. |
Create A Community User
To manually create a user, go to the Administration module > select Users > click Create.
The Create User pop-up box will appear, to enter information in the required fields marked with a red asterisk. For additional field descriptions, refer to the list below.
- First Name: User's first name.
- Last Name: User's last name.
- Username: The username the user use when logging into Unimarket.
- Display Name: Name displayed once logged into Unimarket.
- Send Invitation: If the box is checked, an invitation email will be sent to the user to complete user setup by creating a password. Otherwise, you need to enter a password for them in the next field.
- Password: If the Send Invitation box is checked this field will be unavailable. If not this is where you enter the users login password.
- Confirm Password: If the Send Invitation box is checked this field will be unavailable. If not this is where you enter the users confirm the login password.
- Email: User's email address (where all notifications will be sent for the user).
- Enabled: If the Send Invitation box is checked, this box will be unavailable. As the user's login will be disabled, until activated via the invitation.
- External User Management: This box indicates whether the user details are managed via integration with an external user management system or within the Unimarket portal.
- External Unique ID: The External Unique ID is assigned from the community's management system, if External User Management is being used.
- External User ID: This field is populated with the external user ID from your external user management system. If the community uses one that requires the user to have this entered.
- Vendor ID: If a user is set up in your external ERP or finance system, as a vendor and your community has the Expenses module enabled in Unimarket. You may need to enter their vendor ID here to ensure any data regarding expenses for this user, can be transferred to your ERP/Finance system.
- Self Approval Level: This is where you would assign the maximum value that the user can self approve their own requisitions/expenses, up to. If blank, the user cannot self approve anything.
- Phone: A contact number for the user.
- Roles: This is where you select the roles that give the user the correct access and abilities. For additional information, refer to help article Unimarket User Roles.
- Buyer Groups: Select the buyer groups the user will need access to.
- Organization Units: Select the org units the user is a part of.
- On Behalf Of Organization Units: This field is only available, if the user has the Buyer role assigned. If the user makes purchases on behalf of any org units, they are not a part of. Those org units would need to be entered in this field. This allows other users in the entered org units to reassign requisitions to the buyer for ordering.
Once completed, select Save.
Note: Once the community user has been created, to send the user invitation refer to help article Invite Community Users. |