Working with Users

User Administration

Users in the Administrator Role will have access to the User Administration menu to add and edit users

• Main Page
• Create Users
• Edit Users
• User Roles

Main Page

1. Search for users: enter the username or a partial username and click the "Search" button to filter the list of users.
2. Create a user: click the Create user button to create a new user (see below).
3. User List: view all users their username, name, email, status, role, and date they last signed in. Status can be one of:
   • Email Sent, the user has been created and an activation email sent so they can setup a password. However, they have not activated their user yet. If they do not activate their user within 2 days they will need to be sent another activation email (see below).
   • Active: the user is activated and can sign in.
   • Deactivated: the user has been deactivated and cannot sign in

Create Users

To create a new user, click on the "Create New User" button on the main page.

The create new user popup will be displayed.

• Enter the user information.
• Select a role (View Roles).
• If the role is any other than Administrator or Buyer3, you will need to select an approver that will approve their orders.
• Click the "Create User" button.

An activation email will be sent to the users email address with a link to setup their password. The activation email is good for 2 days. If they have not activated their user after 2 days, you can edit the user to send another activation email.

Edit Users

From the user list, click the username to edit the user. The "Edit User" popup form will be displayed.

You can:

1. Status
   • Deactivate a user: to disable a user, uncheck the "Activated" check box.
   • Resend the activation email. Activation emails are only good for 2 days
2. Change the users email address. Note you cannot change the user's username. Please contact the My Granite Access team to have them change the username.
3. Change their role: (View Roles) and or their approver, if they are not in the Administrator or Buyer3 role.
4. Use the "Assign Ship To Address" to limit the ship to address the user has access to when they change bill to / ship to.

User Roles

User must be in one of the following roles. The roles are listed in terms of most permissions to least.

• Administrator: Has all permissions and can do everything on the site including view the statement page and manage users.
• Buyer3: Has all permissions except cannot see the statement page and cannot manage users.
• Buyer2 or Buyer1: Can add items to a cart and manage My Lists. When these uses submit a cart, the cart does not go to The Granite Group, it goes to the approvers "Order Approval" list.
• Requisitioner: Cannot edit lists. This user can add items to their approvers "Requisitions" list. In this case the users cart is not stored seperately but rather added to the list of requested products that have yet to be approved.