- Proceed to new user page on the frontend
- If user created via front end, this is automatic
- If created via backend, follow instructions about shadowing as an account owner (Adding via the frontend)
- Set key user features
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- Permissions
- Manager Company Settings: Allows user to control all options on the customer account - Should be limited to senior leaders and administrators only
- Access Company Reporting - Allows user to view all orders and access reporting tab
- Orders Oversight - Toggle this if new user is supervisor and needs to approve or decline orders
- Spend Exceeds - Spending limits, can be set via backend as well
- Non-corporate catalog purchases - Will require order approval regardless of spend limit if item(s) are not included in the corporate catalog
- Send notifications on purchases - Will send the supervisor a notification even if order is under the spend limit
- Locations
- Click “Assign Location”
- Search and select all locations the user needs access to
- Click “Assign Locations”
- Payment Methods
- Can be assigned via this user screen or directly via the Payment Method page
- To access Payment Method page click “Company Settings” on the left hand navigation bar
- Select “Payment Methods
- Locate the payment methods the user needs
- Click the three dots to the right of the payment method
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- Search and click the user
- Scroll to the bottom of the page and click “Assign selected members”
- Supervisor
- Click “Assign Supervisor”
- Search for the appropriate supervisor and then click “Assign”
- Any supervisor assigned will be able to approve or decline this user’s orders
- Direct Reports
- This is for supervisors only
- Click “Assign Member”
- Search for all users that the user needs to have oversight on and click “Assign”
- Repeat for all users the current user needs oversight on
- In order to ensure access, review article on User Activation