This page allows you to manage information of members of your company registered with UI. You can do the following to manage members of your company-
- Add Member: To add new members for your compnay.
- Edit Member Profile: To edit profile information of selected member of your company.
- Manage Access: To approve/reject the grant/revoke access to various functionalities for members of your company.
- ReSet Password: To reset password of selected member incase the member requested for the same. If userid for any member gets suspended or member forgets his/her password, then you can use this functionality to reset the password. The corresponding member will receive email notification with the new login details.
- InActivate Member: You can inactivate any member of your company using this functionality. Once inactivated, the member will not be able to view any information on SMS even after a successful login.
This page displays the list of all new members, active members and inactive members. Each of the list displays the following fields for each of the members in that list-
- UserID: User id of member. This is a hyper link, click it to view and edit the profile information of that member.
- Name: First and Last name of the member.
- Access Status: Member can request for access/revoke rights to one or more functionalities on SMS site. This field displays blank incase nothing is pending for approval, displays "Pending" incase the status of one or more access requests is pending for approval. If the status is displayed as "Pending" implies you have to take action on access of this member, click on "Manage Access" in that case to take approve/reject action.
- Role: Displays "SUPPLIER_ADMIN" if member has rights to manage member information, displays "SUPLIER_MEMBER" for all other members.
- Contact Type: The contact type of the member.
- Office Phone: Office Phone contact number of member.
- Manage Access: To Manage access for member.
- Reset Password: Link to reset password for the member.
- InActivate Member: Link to inactivate the member.
Please read further for field level details for each of the functionalities-
Add Member : To add a new member for your company, fill the following member contact information and click on submit to save the information. Click on cancel to go back to list of members without saving the changes. The newly registered member will receive email notification with login userid and (automatically created) password details once registered as a member using this functionality.
- Member Contact Type: Contact type of the new member viz. business contact, EDI Contact. Please choose from the drop down.(mandatory)
- Business Title: Business title of the new member(optional)
- First Name: The first name of the new member, should be minimum 4 characters long. (mandatory)
- Middle Initial: The middle initial of the new member, should be 1 character long. (optional)
- Last Name: The last name or business name of the new member, should be minimum 4 characters long. (mandatory)
- Office phone: 10 digit phone number of new member, including area code, should be a number in format xxx-xxx-xxxx(mandatory)
- Extension: Office phone extesion, should be a number in format xxxxx(optional)
- Cell Phone: 10 digit cell phone of the new member including area code, should be a number in format xxx-xxx-xxxx(optional)
- Fax: The Fax number of the new member either personal or business(optional)
- Email ID: The email of the new member for all communications like registration confirmation, request access and change password confirmation, should be in formate abc@abc.abc(mandatory)
- UserID: Unique user id to enter to identify user existence and will be used by the user to login, should be minimum 4 characters long.(mandatory)
Edit Member Profile : To edit profile of a member for your company, click on the userid for the same and that opens the following information in view mode. Click on Edit button, to edit the information and click on submit to save the changes. Click on cancel, to go back to member list. Click on "Manage Access" to manage access of the selected member.
- UserID: Unique user id to identify user existence and used by the selected user to login, should be minimum 4 characters long.(readonly )
- Member Status: This field will display the status as New, Active, Inactive.
- Member Contact Type: Contact type of the selected member viz. business contact, EDI Contact. (readonly)
- Business Title: Business title of the selected member
- First Name: The first name of the selected member, should be minimum 4 characters long. (mandatory)
- Middle Initial: The middle initial of the selected member, should be 1 character long. (optional)
- Last Name: The last name or business name of the selected member, should be minimum 4 characters long. (mandatory)
- Office phone: 10 digit phone number of slected member, including area code, should be a number in format xxx-xxx-xxxx(mandatory)
- Extension: Office phone extesion, should be a number in format xxxxx(optional)
- Cell Phone: 10 digit cell phone of the selected member including area code, should be a number in format xxx-xxx-xxxx(optional)
- Fax: The Fax number of the selected member either personal or business(optional)
- Email ID: The email of the selected member for all communications like registration confirmation, request access and change password confirmation, should be in formate abc@abc.abc(mandatory)
- Address Line1: Address of the selected member
- Address Line2: Address of the selected member
- City: City of selected member
- State: State of selected member, choose from drop down list
- Zip: Zip code of selected member.