All Community users can view and manage their account details, in Unimarket.
You can read below to find out more information on User Account Settings or watch this short video:
Access My Account Screen
To access the My Account screen, select the silhouette of a person in the upper right corner > click My Account.
The My Account Screen comprises of 3 tabs: User Details, Out of Office and Settings.
User Details Tab
The User Details tab provide user specific information, such as: email address, organization units, roles, buyer groups, etc.
Out of Office Tab
Users can set themselves as unavailable, for a desired timeframe. When out of office is assigned, an away icon and return date will appear in all user-selection menus (including the requisition reassign function, invoice assignment) and anywhere a user is selected.
For additional information, refer to help article Approvers - Out of Office, Unavailable & Assigning Proxy.
| Note: When a user designate themself as unavailable, their name will be greyed out and will only show upon return when reassigning a requisition or order. |
Change Password
Users can change their password, by selecting Change Password.
The Change Password screen will populate.
In the Current Password field, insert the current password, in the New Password field, enter the desired new password. Once the password is accepted, Moderate (in yellow) or Strong (in green) will appear.
In the Confirm New Password field, re-type the desired new password > select Update.
Settings Tab
On the Settings tab there are 2 sections: User Details and My Settings.
User Details
Users can edit their First Name, Last Name, Phone Number and Email in the designated fields. The Username is defaulted and cannot be modified.
My Settings
Users can update the below fields under the My Settings section.
- Data View Settings: By default, Community Data is selected. For additional information, refer to Data View Settings on the help article.
- Set Login Landing Page: Assign the module (i.e. Marketplace) viewed upon logging into Unimarket.
- Default Attention: Set as blank by default and purchase order will apply the user's First & Last Name, in the Attention To field. If the user would like a different Attention To text (other their First & Last Name), insert desired name in field.
- Default (Ship To Address) Location: Users can choose their preferred default Ship To address, that will be defaulted whenever completing a new requisition on the Checkout screen. The default Ship To address can still be edited on the Checkout screen, to select any of the user's available Ship To addresses provided.
| Note: For additional information, refer to help article Locations (Billing & Shipping). |
Click the Save icon at the bottom of the screen, to ensure changes are saved.