USER ROLES
Manage users (and user roles)
Allocate user roles and authorisations to staff in line with their role within the company:
- Company profile managers
- Lead creators/managers
- Proposal and contract managers
- Order managers
- Invoice managers
Inform the individual users and teams in your company of the Ariba account they are allocated to, so that they are well prepared for questions and collaboration with buyers.
The administrator is the primary point of contact for users in the event of questions or problems. They are responsible for the set-up/configuration and management of the accounts. This means that they create users and assigns roles/authorisations to users of an account. Each role has a unique name and set of associated authorisations. Example: the administrator creates a role with which the staff member can process the orders received and issue invoices. Depending on the tasks to be performed, users may have several roles.
How to add a user as an administrator:
Add a user
- Click on “Account settings”, “Settings” at the top right of the dashboard, and then select “Users”.
- Create the roles first and then the user accounts. Then assign the roles to the accounts.
Please note:
- You can create up to ten user-specific roles.
- Account administrators can reset forgotten user passwords. If it becomes necessary for security reasons, you can also force the user password to be reset. To reset a user’s password, edit the user and click on “Reset password”.
- Before deleting a role, you must assign a different role to the users in question. You cannot delete roles assigned to users.
- If an employee leaves or changes to another position within the company, the corresponding user account is no longer required. We recommend either deleting the user or assigning the user’s login details to another employee. If you reassign the login details, the user’s set-up and details will be transferred.
- Up to 250 user accounts can be set up per ANID. Users may have different roles/authorisations that correspond to their actual tasks. Users can have access to all or only certain customers as allocated by the administrator. Users are not normally visible to your customers and cannot be searched by them.
- All users have access to the “My account” page with general contact information and settings for their preferred language. Each authorisation gives users access to additional sections of your business account. The authorisations can also control which types of notifications users can configure.
How to update your user information:
- Click on your name at the top right of the dashboard and select “My account”.
- Update the information in the “Account settings” tab and enter your personal details and the settings for your preferred language, time zone and currency.
Please note: by default, your customers can view the account administrator’s name, telephone number and email address. If this information should not be made available to customers, check the box under “Hide my personal contact information” in the “Default settings for contact information” section.