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Function documentationBuy-Side User Accounts Locate this document in the navigation structure

 

Each buy-side user account represents a SAP Sourcing user. A user account contains the following information:

  • Access information

  • Personnel information

  • Contact information

  • Application settings

  • User groups

  • Security profiles

User accounts can be imported through the Import Data feature or activated from preexisting LDAP accounts. You can also edit existing user accounts and create new ones.

This section describes how to create and edit a buy-side user account.

Note Note

You can quickly access your own user account information by choosing your user name in the upper right corner.

End of the note.
Users and Access Rights

In addition to rights that default from the level of Groups, it is possible to assign Security Profiles to specific users. For buy-side users, this should be the exception case, and to facilitate management, all rights should be assigned at the Group level. Since sell-side users cannot be members of Groups, assigning Security Profiles at the user level is the only mechanism to assign rights to sell-side users. Sell-side users automatically receive Security Profiles with an Internal Type of Application User or Sell Side User.

The Primary Contact Internal type is used to identify a Security Profile that is automatically granted to the Primary Contact for each supplier. In general, this is done to allow the Primary Contact to manage the other Contact definitions for the supplier and to request updates to their own supplier information.

Activities

Creating a Buy-Side User Account

To create a buy-side user account:

  1. Choose Setup in the toolbar at the top of the page.

  2. In the System Administration tab, under Accounts and Security, select Buy-side User Accounts.

  3. Under Search Active Users by Name and Company, choose Create.

  4. On the Account Properties page, fill in the fields under Account Information and those under Contact Information and Other Information. For details, see Field help for User Account: Account Properties page.

  5. Choose Account Management tab. This tab determines the LDAP directory information for the user.

  6. Fill in the fields under Directory Information, Account Maintenance, and Calendar Integration. For details, see Field help for User Account: Account Management page.

  7. Choose theSecurity tab. This tab determines the security profile that gives the user access rights to application resources. For details, see Field help for User Account: Security page.

  8. Under Security Profiles, check the box for one or more security profiles.

  9. In the Supervised Companies/Organizational Units section, choose Add Company or Add Organizational Unit.

  10. In the dialog box, check the box for one or more companies or organizational units to add and choose OK.

  11. In the Groups section, choose Add Group.

  12. In the dialog box, check the box for one or more groups to add and choose OK.

  13. Choose Save in the toolbar.

Changing a Buy-Side User Account

To edit a buy-side user account:

  1. Choose Setup in the toolbar at the top of the page.

  2. In the System Administration tab, under the Accounts and Security section, choose Buy-side User Accounts.

  3. On the User Account List page, do one of the following:

    • From the dropdown list, select Search Active Users by Name and Company, search for the account to edit, and choose the account.

    • From the drop-down list, select All Users or All Inactive Users and choose the account to edit.

    • Type search criteria in the Show Users with First, Last or Username or Email Containing text box, and optionally in the And Companies Containing text box. Choose Show and choose the account to edit.

  4. Choose Edit in the toolbar.

  5. On the Account Properties page, edit any fields under Account Information and those under Contact Information and Other Information. For details, see Field help for User Account: Account Properties page.

  6. Choose Account Management tab. This tab determines the LDAP directory information for the user.

  7. Edit any fields. For details, see Field help for User Account: Account Management page.

  8. ChooseSecurity tab. This tab determines the security profile that gives the user access rights to application resources. For details, Field help for User Account: Security page.

  9. Under Security Profiles, check the box for one or more security profiles.

  10. In the Supervised Companies/Organizational Units section, add or remove companies or organizational units.

  11. In the Groups table, choose Edit icon to change the default status of a group.

  12. In the dialog box, edit the default status and choose OK.

  13. In the Groups section, add or remove groups.

  14. Choose Save in the toolbar.