A Community or User Administrator can edit a user's details, manage their Self Approval Level, Roles, and the Buyer Groups and Organization Units they belong to. Users cannot be deleted within Unimarket, instead, users can be disabled by editing the user and unchecking the Enabled box.
To edit a user go to the Administration module > Users > find the relevant user by using the search filters at the top of the page and select Edit. Once you are happy with your changes click Save.
|Note: If a user is disabled and/or locked you will need to click More Options to the right of the search filters, remove Enabled from the State filter and select Search for them to appear, as this will now show all states not just enabled.|
The settings are explained below:
|Name, Username, Email||The user's details. This email will be used for communicating to the user.|
|Enabled||Enables / Disables the user.|
|External User Management||Indicates if the user's details are managed by an external system such as active directory. Enabling this disables user management in Unimarket.|
|External User ID||Used to hold the user's external ID e.g. the ID they have in the ERP or Finance system.|
|Vendor ID||Used to hold the user's vendor ID. Only relevant for the Expenses module.|
|Default account code||If selected you can define the users' default account code. The user can also set this themselves under My Account. This is only relevant if User Default is selected as the 'Default Account Code' type under Administration > Settings > Settings tab. It may also be set to None or Remember Last Used.|
|Self Approval Level||The user's self approval level i.e. the amount they can approve before the requisition is sent for delegated approval.|
|Roles||The user's roles. These are used to determine the access and functionality available to the user e.g. 'Buyer', 'View Invoices' and so on. Role description can be found by going to Community Administration > Unimarket User Roles section.|
|Buyer Groups||The Buyer Groups the user belongs to. Buyer Groups determine which suppliers the user can access.|
|Organization Units||The user's Organization Units. This can be used to drive approvals and restrict access to account codes.|