Presentation on theme: "EC Admin Functionality Enhancements December 2001 Release www.techdata.comwww.techdata.com."— Presentation transcript:
EC Admin Functionality Enhancements December 2001 Release www.techdata.comwww.techdata.com
December 2001 - Page 2 Foreword Please review this presentation to learn how Tech Data has enhanced the functionality of the EC Admin Tools. We are confident that your interaction with our Web site will be easier, more secure and more tailored to your business and professional needs. Should you have questions, contact our EC Help Desk at firstname.lastname@example.org or call EC Support at 800-222-7926.
December 2001 - Page 3 Table of Contents wNew features……………………………………………….5 wAdvantages………………………………………………...6 wEC User Types…………………………………….……….8 wLook-and-feel……………………………………………..13 wHow to use the functionality…………………….……..16
December 2001 - Page 4 EC Admin Summary wYou can directly update the following information in realtime at www.techdata.com Personal profile information Personal profile information Account information Account information Shipping addresses Shipping addresses wYou can now add, maintain and delete EC User Accounts without depending on the EC Help Desk
December 2001 - Page 5 New Features wMaster User and Admin User roles can now perform the following user maintenance: Delete Non-EC users from the system view Delete Non-EC users from the system view Remove the EC access rights from users, who will thereafter have Non-EC access rights Remove the EC access rights from users, who will thereafter have Non-EC access rights
December 2001 - Page 6 Advantages The system provides greater account security and more flexibility. You can add, maintain, and delete users without delay and with confidence anytime you want. Changes you make to your account take place immediately. You gain independence and control over managing your account information. Its easy and safe to assign and manage access rights for each user or for a group of users.
December 2001 - Page 7 What does EC User Administration mean? wYou can now provide access to www.techdata.com and TDonline to individuals within your organization wYou can decide which access rights you want to assign to which employees Admin rights (add, edit and delete EC User Accounts, maintain passwords, etc.) Admin rights (add, edit and delete EC User Accounts, maintain passwords, etc.) Catalog view rights only (create and save quotes) Catalog view rights only (create and save quotes) Purchasing rights (create purchase orders) Purchasing rights (create purchase orders) Track order status (order inquiry) Track order status (order inquiry) wYou can make changes to the EC User Accounts and easily maintain their access rights
December 2001 - Page 8 EC User Types Master User Group View User Admin User Administration of users, account info and passwords. View and order from catalog View catalog and update personal info Update personal Info and password; view and order from catalog Same rights as Master User except cannot edit or delete Admin Users Generic ID and password Contact Type M Contact Type A Contact Type C Account User Group ID Contact Type P Contact Type C
December 2001 - Page 9 Master User wSigns the EC Account Agreement or is the oldest active Master User record in our files Only one Master User per account Only one Master User per account wRights Add, edit, remove and delete Add, edit, remove and delete Admin Users Admin Users Account Users Account Users Group IDs Group IDs Change their own passwords, as well as those for Admin, Account Users and Group IDs Change their own passwords, as well as those for Admin, Account Users and Group IDs Change EC Account information Change EC Account information Purchase products Purchase products Update personal profile information Update personal profile information View catalog View catalog
December 2001 - Page 10 Admin Users wMaintain your companys EC Account Information and User Accounts You can have one or more Admin Users You can have one or more Admin Users wRights Identical to the Master User, EXCEPT Identical to the Master User, EXCEPT Cannot remove or edit another Admin User Cannot remove or edit another Admin User Cannot change another Admin Users password Cannot change another Admin Users password
December 2001 - Page 11 Account Users wFunction as purchasing agents You can have one or more Account Users You can have one or more Account Users wRights Purchase products Purchase products Update personal profile information and personal password Update personal profile information and personal password View catalog View catalog
December 2001 - Page 12 Group ID/Group View Users wGroup ID is a generic ID & password that can be circulated within your company and shared by multiple users wWhen first-time users log in with the generic Group ID and password, they are requested to convert themselves into Group View Users wGroup View Users View but do not purchase View but do not purchase Have unique IDs but share the same password Have unique IDs but share the same password Can only be created by logging in with the generic Group ID and password Can only be created by logging in with the generic Group ID and password Rights Rights Update personal profile information Update personal profile information View catalog View catalog
December 2001 - Page 13 EC Admin Look-and-feel View Bar Screen Bar Form and List Applets wTop: the Screen Bar drives the Views on the View Bar wLeft: the View Bar drives the Form and List Applets
December 2001 - Page 14 Where to find the EC Admin site You can click on the ECAdmin link here
December 2001 - Page 15 You can also find it here You can find a detailed description of the new functionality in this section Click the EC Admin link under Quick Links
December 2001 - Page 16 How to use the functionality This is your EC Admin Home/ Welcome Screen This is where you update your Account Information This is where you update your Personal Information This is where you do your EC User Account Administration This is where you Change Your Password
December 2001 - Page 17 Updating Account Profile information Select Account Profile from the Screen Bar Click Edit to update your account information
December 2001 - Page 18 Sold To and Bill To Addresses SOLD TO ADDRESS and BILL TO ADDRESS are view-only fields. To update them, you must send a letter to Tech Datas Credit Department
December 2001 - Page 19 Updating Ship To Addresses Select Account Profile from the Screen Bar Update Ship To Addresses here NewEditDelete
December 2001 - Page 20 Updating Personal Profile information Select Personal Profile from the Screen Bar. Click Edit to update your Personal Profile information.
December 2001 - Page 21 Administering EC User Accounts Select User Administration from the Screen Bar. You can select from a variety of Views displayed on the View Bar, depending on the EC User Group you want to maintain.
December 2001 - Page 22 Click Non EC Users from the View Bar. Select the desired User from the List Applet and click on the Make Admin User arrow to convert into an Admin User. Select the desired User from the List Applet and click on Make Account User arrow to convert into an Account User. If the User you are looking for does not appear on this list (remember to scroll all the way down first), you can create a new user by clicking on the New button under the Admin User, Account User, or Group View User Views Converting Non-EC Users to EC Users
December 2001 - Page 23 Deleting Non-EC Users from System Access Delete this user from system access by clicking on the Delete x.
December 2001 - Page 24 Determining User Type for existing EC Users You can determine the User Type of each EC User by looking at the Contact Type column. M = Master User A = Admin User C = Account User/Group ID P = Group View User Click EC Users from the View Bar.
December 2001 - Page 25 Changing rights for existing EC Users Select the desired User Type from the View Bar. Click on the Edit or Make Non-EC icons to change User rights. Click on New to create a new Admin User who does not appear in the Non EC Users list.
December 2001 - Page 26 Creating a Group ID Select the Account Users/Group IDs View from the View Bar. Click on New to create a new Group ID.
December 2001 - Page 27 Creating a Group ID (contd) Check the Group Id checkbox. Fill out the required fields.
December 2001 - Page 28 Obtaining the Group ID and Password Once the Group ID and password are created, you need to make a note of them so you can distribute them to the group members.
December 2001 - Page 29 Logging in for the first time with the Group ID When Group View Users log in for the first time with the generic Group ID and password, they must click on the EC Admin link on the Home Page of www.techdata.com. That will take them to this welcome screen. Click on the User Administration link.
December 2001 - Page 30 Converting yourself to a Group View User Find your name on this list and click on the Make Group View User arrow.
December 2001 - Page 31 Note your new ID and Password Be sure to note your unique Group View User ID and generic password. You will need these the next time you log on to www.techdata.com.
December 2001 - Page 32 Changing your Password Click on Password on the Screen Bar