Add/Edit user (System Administrator)

The Add/Edit User screen allows administrators to define accounts for users who will utilize the Sourcing application. If the Purchase application is enabled, any users defined in Purchase can also be accessed in Sourcing. Changes made to shared fields in the user’s profile (email, name, phone, etc.) will update both applications.

The Update button will save all changes made in the screen. The Cancel button will revert any changes made since the last time the Update button was clicked.

1. User search: Use this field to search email address, first or last name. A popup window will display with search results.
2. Email ID: User’s email address, which must be unique within the entity. Accepts up to 100 characters. Required field.
3. First Name: User’s first name. Accepts up to 50 characters. Required field.
4. Last Name: User’s last name. Accepts up to 50 characters. Required field.
5. Phone: User’s phone number. Accepts up to 20 characters. Required field.
6. Email Alerts: Defaults to unchecked. When checked, users will receive email alerts for the following scenarios:
   1. Supplier submits response to event
   2. Supplier posts question for event
7. Time Zone: Determines the time zone that will display with the user’s events with respect to Due Date and Sealed Date and any time stamped information. Available options:
   1. Eastern Time (default)
   2. Central Time
   3. Mountain Time
   4. Pacific Time
   5. Hawaii-Aleutian Time
   6. Greenwich Mean Time
   7. Arizona
8. Reset Password: This checkbox can be used to generate a password reset email for the user’s account.
9. Solutions: If multiple applications are enabled for the entity, each application will display to allow a system administrator to determine which solution(s) the user can access. The user must have Landing Page enabled if the user can access more than one application.
10. Privileges: These settings determine which tabs the user can access.
    1. Manage tab: Allows user to create, publish and edit events. This tab is enabled by default.
    2. Evaluate-Administer: Allows user to determine the user permissions for the evaluation process
    3. Evaluate-Review: Allows user to be selected to review the award of an event by the Evaluate Admin
    4. Evaluate-Results: Allows user to see the results of the Evaluate Review team
    5. Approve tab: Allows user to approve awards/responses prior to publishing awards to suppliers. 
    6. Award tab: Allows user to view supplier responses as well as propose and publish awards.
11. Menu options: These settings determine which options can be accessed from the menu link.
    1. Admin: Allows user to access administrative screens to add and modify data, including the Event Library, Supplier Distribution Lists, Attachment Library, entity settings, users and locations. At least one user within the entity must be designated as an admin.
12. Deactivate User: Set this flag if the user should no longer have access to the Sourcing application. The flag can be unchecked in the future if the user should regain access.
13. Default Location: Used to identify which physical location is associated with the user profile.