If you are responsible for your
company account as the main user (company administrator role,
CM), and would like to add colleagues as users of SiePortal, delete
colleagues’ accounts and restrict or expand user rights, find
more information in the following sections.
Creating users and defining rights
- Move the mouse to ‘mySiePortal’ in the central menu bar.
Then click on ‘Administration’.
- Select ‘Users’. A user overview will open.
- Click ‘Add User’ in the overview toolbar.
- A new input window opens where you can enter the data of
the new user.
- Define the user rights in a comprehensive query with various
categories.
Compare users
To simplify the assignment of rights, you can compare users
with each other, so that you can make decisions more quickly and
easily.
- Open the ‘User Overview’. Click on the name of the users
you want to compare.
- A list with user data will now open under the overview.
Select the tab ‘User Rights’. There you will find the function
“Compare with User”.
- Click on the magnifying glass to open a user list. Select
the user. The comparison is displayed in the user data.
Print or Export Overview
You can print or save (in Excel) an overview of all your company
users.
- Open the ‘User Overview’.
- Click ‘More…’ on the Overview toolbar.
- Choose ‘Export’ from the drop-down menu, either as ‘Excel’
or ‘Print’. The function will be performed immediately.
Use a Predefined Profile
- Open the drop down menu 'Role'.
You can select the appropriate function of the new user.
- Here specific profiles are predefined with the same rights.
- Define a user profile.
- Click on a category. A drop-down menu with a detailed prompt
will open.
- After editing all categories, click 'Finish'.
Deactivate Ordering Rights
You can deactivate a users right to order. Although they will
be unable to place any orders – they will still be able to use
all the other features of the shopping cart.
- Move the mouse to 'mySiePortal’ in the central menu bar.
Then click on ‘Administration’.
- Select ‘Users’. A user overview will open.
- To view the user data of a particular person, click the
person’s name in the overview.
- Scroll down the page to view the table with the desired
data.
- Select the ‘Rights Details’ tab. Click ‘Order’.
- Check whether the checkbox is selected in the ‘Allow to
Order’ row and clear it if necessary.
- Click ‘Save’ to accept all changes.
Tip
The cart can be forwarded within your own company to all users
by selecting “Cart forwarding within your company”.
Viewing and Changing User Data
- Move the mouse to ‘mySiePortal’ in the central menu bar.
Then click on ‘Administration’.
- Select ‘Users’. A user overview will open.
- To view the user data of a particular person, click the
person’s name in the overview.
- Scroll down the page to view the table with the desired
data.
- On the ‘User Details’ tab, you will find all information
for the selected user. Here you can change all rights in various
categories.
- Click ‘Save’ to accept all changes.
Deleting Users
- Move the mouse to ‘mySiePortal’ in the central menu bar.
Then click on ‘Administration’
- Select ‘Users’. A user overview will open.
- Select the checkbox of the corresponding user.
- On the overview function bar, click ‘Delete User’.
- Click ‘OK’ to confirm the subsequent query.
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