Edit, Delete and Export Users

Users with the Community Administrator or User Administrator role has the ability to:

• Edit a user details
• Manage the user's Self Approval Level, Roles, Buyer Groups and Organization Units the user belongs to.
• Export users
• Delete (Disable) users

Access the Manage Users Screen

To access the Manage Users screen, go to the Administration module > select Users.

Search Feature

Users can locate desired users by using the User Name field and the Role field. To customize the search, select Filters.

Once Filters is selected, additional search fields will populate.

To view disabled and/or locked users > in the State field, click Disabled and/or Locked > click Apply Filter.

Edit Users

Community Administrators or User Administrator can manually edit user details, locating the desired user > select Edit. To view setting descriptions, refer to the list below.

Once updated, select Save.

• 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.
• Email: User's email address (where all notifications will be sent for the user).
• Enabled: Enables / Disables the user.
• 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. 
• Self Approval Level: 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: The roles that give the user the correct access and abilities (i.e. Buyer, Create Invoices). 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. This can be used to drive approvals and restrict access to account codes.
• 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.

Export Users

At times, communities may desire a current listing of users in Unimarket (including their user details).

To receive a customized CSV file for users, select the desired options utilizing the applicable Filter fields > select Apply Filter.

Select Export > click Export Users.

A pop-up box will appear > select the "here" hyperlink.

The Background Jobs screen will populate > once the file is in the Finished state, select Download.

To view the downloaded export at a later time, select Tasks menu > click Background Jobs.

Delete (Disable) Users

Users cannot be deleted within Unimarket. 

Alternatively, users can be disabled by locating the desired user > select Edit > uncheck the Enabled box > click Save.