Edit, Delete and Export Users

  • Updated

Community Administrators and User Administrators can manage user profiles to update details, adjust permissions, or deactivate accounts as needed.

 

Prerequisites

  • Roles: You must have the Community Administrator or User Administrator role.

  • Access: Navigate to the Administration module and select Users to open the management screen.

 

Find a User

Use the search features to locate specific user records, by going to the Administration module and select Users.

 

  • Basic Search: Enter a name in the User Name field or filter by Role.

  • Advanced Filters: Select Filters to access additional search fields.

  • Hidden Statuses: To find inactive accounts, go to the State field, select Disabled and/or Locked, and click Apply Filter. For additional information about how to enable and/or unlock a community user, refer to help article Unlock a Community User.

 

Edit User Details

Follow these steps to update a user's profile:

  1. Locate the desired user in the list.

  2. Select Edit.

  3. Modify the necessary fields, such as Self Approval Level, Roles, Buyer Groups and/or Organization Units.

  4. Click Save.

 

Disable (Delete) a User

Users cannot be permanently deleted from the system. However, they can be disabled to revoke access.

  1. Locate the user and select Edit.

  2. Uncheck the Enabled box.

  3. Click Save.

 

Export User Data

To generate a CSV file of your current users:

  1. Use Filters to customize which users appear in your list.

  2. Click Apply Filter.

  3. Select Export and then Export Users.

 

  1. In the pop-up box, click the here hyperlink to go to Background Jobs.

  2. Once the job status is Finished, select Download.

    • Note: You can access this later via the Tasks menu under Background Jobs.

 

Field Definitions

Field Description
First Name The user's first name.
Last Name The user's last name.
Username The specific ID the user enters when logging into Unimarket.
Display Name The name shown in the interface after the user logs in.
Email The user's email address used for all system notifications.
Enabled A toggle to enable or disable the user account.
External User Management Indicates if user details are managed via an external system integration or within the Unimarket portal.
External Unique ID The unique identifier assigned from your community's external management system.
External User ID The ID populated from an external management system, if required by your community.
Vendor ID The ID from your external ERP or finance system used when the user is set up as a vendor and the Expenses module is enabled.
Self Approval Level The maximum value the user can self-approve for their own requisitions or expenses. If left blank, the user cannot self-approve.
Phone The user's contact phone number.
Roles The assigned roles that grant specific access and abilities, such as Buyer or Create Invoices.
Buyer Groups The groups that determine which suppliers and catalogs the user can access.
Organization Units The units the user belongs to; these drive approval workflows and restrict account code access.
On Behalf Of Org Units Units for which the user can purchase, even if they are not a member. This field is only available if the Buyer role is assigned.

 

Results/Validation

  • Edits: Changes to roles or permissions take effect immediately upon saving.

  • Disabling: Once the Enabled box is unchecked, the user will no longer be able to log in to the platform.