Community users can be created and managed, by users with the Community Administrator or User Administrator role.
Organization units, buyer groups and user default settings, can also be created and assigned from the Manage Users view screen.
Additionally, a list of community users can be exported in a CSV formatted file.
| Note: If users are externally managed, all user details must be edited within your system and not within Unimarket. |
Access Manage Users View Screen
To view the Manage Users screen go to the the Administration module > click Users.
The following functions can be actioned from the Manage Users screen. For additional subject information, click on the link(s) below:
- Create User - Create individual users.
- Upload Users - Used to upload user details in bulk via a CSV file import.
- Edit or Delete User - Update user details.
- Unlock User - Unlocking a user account.
- Buyer Groups - Used to determine suppliers, buyers can access.
- Invite Users - Send invitation email to users to finalize the user setup process.
- Out of Office - Used to assign an alternative approver, when the approver is unavailable.
Settings
This is that a great way to streamline the new user (including new SSO users) setup, to establish a user default Role, Buyer Groups, and Organization Units.
Which allows Community Administrators or User Administrators, to default certain roles and permissions to all users upon creation.
Communities who use auto-provisioning can add new SSO user or new user, by adding Roles, Buyer Groups, and Organization Units.
Once completed, select Save.
To find out more information on New User SSO & Auto-provisioning, watch this short video: