Create A Community User - Manually

  • Updated

Individual user creation is ideal for adding a small number of users to your community. For larger groups, consider using the bulk upload process.

 

Prerequisites

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

  • System Setup: Ensure that the necessary Organization Units, Self Approval Levels, and Buyer Groups have been created before setting up the user.

  • User Limitations: Once created, users can only edit their own name, phone number, email address, and default account code; all other settings are managed by administrators.

 

Limits & Notes

  • Password Security: If Send Invitation is selected, the Enabled box remains unavailable until the user activates their account.

  • Role Dependencies: The On Behalf Of Organization Units field will only appear if the Buyer role has been assigned to the user.

  • Approval Logic: If the Self Approval Level is left blank, the user will have no authority to self-approve any requisitions or expenses

 

Steps to Create a User

Follow these steps to manually add a new user to the platform.

  1. Navigate to the Administration module.

  2. Click Invite Users tab.

  3. Click Create.

 

  1. In the Create User pop-up, fill in the required fields (marked with a red asterisk).

  2. Once completed, select Save and send a user invitation. 

     

Field Definitions

Field Description
First Name The user's first name.
Last Name The user's last name.
Username The specific ID the user will use to log into Unimarket.
Display Name The name that appears in the interface once the user has logged in.
Send Invitation Check this box to email the user a link to set their own password; if unchecked, you must manually set a password.
Password The login password for the user (only available if Send Invitation is unchecked).
Confirm Password A secondary field to verify the manually entered password.
Email The user's email address where all system notifications are sent.
Enabled Indicates if the account is active; this is automatically managed if Send Invitation is used.
External User Management Indicates if user details are managed via an external system integration or within Unimarket.
External Unique ID The unique ID assigned from your community's management system.
External User ID The ID populated from your external management system, if required.
Vendor ID The ID from your ERP/finance system used to transfer expense data for users set up as vendors.
Self Approval Level The maximum value the user can self-approve for their own requisitions; if blank, the limit is zero.
Phone The contact phone number for the user's profile.
Roles The specific access levels and abilities assigned to the user.
Buyer Groups The groups that determine which suppliers and catalogs the user can access.
Organization Units The specific units or departments the user belongs to.
On Behalf Of Organization Units (Buyer role only) Units for which the user can make purchases, allowing others to reassign requisitions to them.

 

Results/Validation

The user account is now created. If you selected Send Invitation, the user's login will remain disabled until they activate their account via the email link.

 

What's Next/Related