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Add a User to Your Account

Account Administrators now have the ability to set up other users on their account.  

As a logged in customer, you can visit the User Administration page.

When you hover your mouse over the User Icon at the top, select User Administration from the drop down menu.

When you click on "Create New User" you can create a log in for other people to access your account.   You can check to have an activation email sent.  They will receive an email at the email address provided to set up their password.

You can choose the User Role from the drop down menu.  The option you select will affect the permissions for the new user  (You can click on the ? next to Roles to review the permissions).  You can also Assign an Approver from the available Account Administrators.

Following is a brief description of the website roles available:

User Roles

User Administrator:

  • Full access to My Account.

  • Can order over budget.

  • Can see invoices and orders for users that User Administrator is assigned to.

  • Default approver if none is assigned to a user.

Buyer Level 3:

  • Can order over budget without approval.

  • Can see orders and invoices.

  • Cannot access User Administration, Budget Management, or Requisition Approval.

Buyer Level 2*:

  • Over budget orders require approval.

  • Can see orders.

  • Cannot see invoices.

  • Cannot access User Administration, Budget Management, or Requisition Approval.

Buyer Level 1*:

  • Cannot be assigned as an approver.

  • All orders require approval.

  • Can see orders.

  • Cannot see invoices.

  • Cannot access Order Approval, User Administration, Budget Management, or Requisition Approval.

Requisitioner*:

  • Can only place requisition requests.

  • Cannot place orders.

  • Cannot access Order History, Invoice History, Order Approval, User Administration, Budget Management, or Requisition Approval.

 

*Keep in mind: Requisitioner, Buyer Level 1 and Buyer Level 2 require approver assignment.

Logged in customers, Visit your User Setup now

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