Supplier Portal | User Management
The user administration of the Onventis Supplier Portal enables the creation, editing and deletion of users.
The user administration is called centrally from the main menu. This page can only be called as a user with administrator rights.
Info: Use Customer Administration to import existing user accounts from your various Onventis supplier accounts or assign new Supplier Portal user accounts to your customers.
User list
The user list contains all users of your company account and displays them in a list with the following information:
Name and E-Mail (Login)
Assigned user role(s)
Time of last login, if available
Number of customers assigned to this user account
User roles
A user can be assigned roles that determine which areas he or she can access in the Onventis Supplier Portal. There are currently two user roles. The standard user and the administrator.
Standard users: Users who are not assigned a specific role are referred to as standard users. After login, they have access to the main menu items Dashboard and Supplier Profile. In the dashboard you see all customers who have been assigned to their user accounts by an administrator in the customer administration. The supplier profile can only be used in read mode.
Administrators: Users with the Administrator role have full access to the portal company account. In addition to the rights of the standard user, you can:
Change the company data
Edit the vendor profile
manage customers and grant and revoke access to these customers to users (including their own administrator user)
Add, change and delete users.
Administrators can turn both standard users into administrators and administrators into standard users. There must be at least one administrator per OSP account and any number of additional users can be made administrators in the user administration. Administrators cannot downgrade themselves to a standard user.
Delete user
In the user list for the corresponding account, select the menu icon with a mouse click.
In the dropdown field, click on the DELETE function.
In the dialog box that now opens, confirm the deletion by clicking on DELETE again. Then the user account is deleted.
The deletion is carried out centrally for all supplier accounts which were assigned to this user via the customer administration.
The user access is removed by this, but a record remains stored in order to be able to assign actions of this user from the past if necessary.
Since a user must be assigned to each of your supplier accounts with your customers as a “customer administrator”, a user who is an administrator cannot be deleted. If necessary, assign another user as customer administrator in the customer administration in order to be able to delete the user afterwards.
Info
Note that a deleted user cannot currently be recreated with the same e-mail address.
Create user
You can create a new user directly from the list view. Select the button <Create user> in the user list. Create the new user in the following dialog window.
To do this, you have to enter the e-mail address of the user, his first and last name and optionally his position in the company. You can also specify whether the user is to be assigned the role of administrator for the company account.
After the user has been created, he or she receives an e-mail informing him or her that you have created a user account for him or her in the Onventis Supplier Portal. Using a link in the e-mail, he or she can select his or her own password for the user account.
Info
Do not forget after creating a user: In order for the new user to have access to supplier accounts, you must assign the respective customers to him in the customer administration.
Edit user
A mouse click on a user’s entry in the user list opens the user detail view.
Access data: If the e-mail address of a user is to be changed, it must be confirmed again. After you have entered a new e-mail address, the user receives a notification e-mail to both the old and the new address. The email to the new address contains a link that must be clicked to confirm the change. The new e-mail address is only active after confirmation. As long as the change is not confirmed, both the administrator and the user can cancel the change.
Personal data: First name, last name and the position of the user in the company can be edited here.
Position: Here you can enter the position of the user in your supplier organization.
User role: You can assign or remove user roles to a user. Currently possible selection: “Standard user” and “Administrator” by setting and removing the checkbox (see also chapter 9.5).
Display language: The language can only be changed by the user himself.
Assigned customers: Here you can see the customers assigned to the user. The assignments can be adapted in the customer administration.
Send invitation again: You can resend the invitation e-mail to users who have been invited by you and have not yet completed the user registration.