In Unimarket, a User is an individual who can access the Supplier Store with a username and password. This article explains how to create new users and manage existing user permissions (viewing, editing, and disabling access).
User Roles and Permissions
| Role | Actions Permitted |
|---|---|
| User | View Store and Customers, View Transactions (orders and invoices), Create Invoices, Respond to Bids, Create Catalogs (Premium Only), Submit Quotes (Premium Only), Respond to RFQs. |
| Supplier Administrator | Perform all actions listed for a User, plus Update the Store Configuration, Update Profile information, Submit Tax Information, and Create and Manage Users. |
Note: The first user to register as a Supplier, is automatically assigned the Administrator role.
Steps: Create a User
An Administrator User has the ability to create more users.
Click Profile on the left side panel.
Select Users.
Click Create in the top right-hand corner of the screen to open the Create User pop-up screen.
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Enter the First Name, Last Name, and Email of the user.
Recommendation: Use the user's unique email address as their Username.
Check the Administrator check-box if you want the user to have full access rights (required to make changes to the Company Profile and Tax Profile).
Click Add to create the User.
Steps: Manage Existing Users
View Existing Users
On the Users screen, clear the State field by selecting the "x".
Click Search.
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The search results will populate all created users (in Enabled and Disabled states):
Enabled: The user can access the profile using their login credentials.
Disabled: The user's login access has been turned off.
Troubleshoot Newly Added Users
If a newly added user is not appearing or cannot log in:
Clear the State field and click Search.
If the temporary password time limit has exceeded: The user's login state will remain Disabled and must be Enabled, by using the Forgot password feature. On the relevant supplier login screen (NZ, AU, or US) to set a new password.
Edit or Disable Existing Users
Note: Users cannot be deleted. To remove a user's access, you must disable their login.
On the Users screen, locate the user you wish to modify.
Select Edit on the far right of the screen for that user's line item.
Make the necessary changes (e.g., change roles or update first/last name only).
To disable access, uncheck the Enabled checkbox.
Click OK to save your changes.
What's Next / Related
Reset Your Password (For instructions on how a new or existing user can set a new password)
Unlock User Login Access (For instructions on what to do if a user's account is locked)