WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration.

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Presentation transcript:

WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Lesson Objectives Describe the User Administration process

User Admin is notified that user needs to be created User Admin creates user in WBSCM User receives confirmation User confirms WBSCM account & logs in User creates eAuth account

User Admin notified that user needs to be created User Admin creates user in WBSCM User receives confirmation User confirms WBSCM account & logs in User creates eAuth account

1. T/F: The first step of the User Admin process is User Admin being notified that users need to be created. A.True B.False 2. T/F: The last step involves the new User logging into eAuth/WBSCM by accepting the WBSCM Rules of Behavior. A. True B. False

WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 2 User Creation

Lesson Objectives Explain how to create a user

Personal Data tab

Role Data tab

Admin Data tab

After a user is created, confirmation is required An is sent to the new user!

To create an e-Auth account, go to Click New User 18 Prepared by SRA International, Inc. Confidential

Select the Level 1 or Level 2 link 19 Prepared by SRA International, Inc. Confidential

Complete the appropriate fields to create your e-Auth account: 20 Prepared by SRA International, Inc. Confidential

21 Prepared by SRA International, Inc. Confidential

After user is created, confirmation is required An is sent to the new user! 22 Prepared by SRA International, Inc. Confidential

23 Prepared by SRA International, Inc. Confidential

24 Prepared by SRA International, Inc. Confidential

25 Prepared by SRA International, Inc. Confidential

26 Prepared by SRA International, Inc. Confidential

Auto Playback Tutorial: watch the simulation with no user input required

Standard Tutorial: guide yourself through the simulation by clicking on certain areas when prompted

1.T/F: The Personal data tab contains information such as First Name and Last Name. A.True B.False 2.This tab is NOT listed under User details: A.Address data B.Personal data C.Role data D.Admin data

WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 3 Modify User

Lesson Objectives Explain how to modify a user

Select the organization to which the user belongs

Select the user from the list

Click the Modify User button

Navigate between tabs & update as needed

Click the Save button

Auto Playback Tutorial: watch the simulation with no user input required

Standard Tutorial: guide yourself through the simulation by clicking on certain areas when prompted

1.In order to make changes to a user, you must first click the ________ button. A.Save B.Modify User C.Cancel D.Create New User 2.T/F: The portal path to modify a user is Admin tab > Manage Users tab > Manage Users link A.True B.False

WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 4 Setup User in Procurement Organization Structure

Lesson Objectives Allow user to access purchasing information in WBSCM Identify relevant purchasing organizations in WBSCM

Auto Playback Tutorial: watch the simulation with no user input required

Standard Tutorial: guide yourself through the simulation by clicking on certain areas when prompted

1.What is the portal path to setting up a user in the procurement organization structure? A.Admin > Manage Users > Procurement > Procurement Org Structure B.Admin > Manage Users > Procurement > Setup Users in Procurement Org Structure C.Operations > Manage Users > Procurement > Setup Users in Procurement Org Structure D.Admin > Organization Maintenance > Procurement > Setup Users in Procurement Org Structure 2.T/F: From the initial screen, you need to click the Copy User and Employee Data from Template button to setup a user in the procurement org structure. A.True B.False

WBSCM600 WBSCM User Administration - For USDA Employees - Lesson Setup User as Procurement Approver

Lesson Objectives Explain how to setup a user as a procurement approver

Auto Playback Tutorial: watch the simulation with no user input required

Standard Tutorial: guide yourself through the simulation by clicking on certain areas when prompted

1.T/F: You must click on the Head of own organizational unit check box to indicate that this user is a procurement approver A.True B.False 2. T/F: Setting up a user as a procurement approver is required. A.True B.False