User Accounts
Once signed in, the account section is where you can update your personal details. A link to this section is available on the main menu near the top right of the website.
Edit Details
The Edit Details link is located to the right of the account page. This page includes a form for updating personal details such as your phone number.
If you are a user administrator, this is where you can modify the security role of a specific user.
Security roles include:
- For access you order entry only, select Supply Clerk.
- For supervisory approval access, select Order Supervisor.
- For order processors and purchasing clerks, select Purchaser.
- For vendors and inventory managers, select Inventory Admin.
- For user managers, select Admin.
Edit Password
The Edit Password link is located to the right of the account page. This page includes a form for updating your password. If you are a user administrator, this will submit an email to the affected account with their changed password.
Locations
Each user has a number of delivery locations which they may link to. Linking to the delivery location gives Order entry clerks the ability to write orders delivered to this address and Order supervisors the ability to approve orders for this address. To add a new location, click the Add Location button on the Locations sub-menu.
Remove Location or Set Primary Location
On the account locations table you may remove an unwanted location by pressing the X button. If you want to add the location as your primary and default location, press the Star icon.
To add a new location:
- Click the Add Location add location button located in the locations section.
- Search for the location by name.
- On the rightmost column, select Add add.