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

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Presentation on theme: "WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration."— Presentation transcript:

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

2 Lesson Objectives Describe the User Administration process

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

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

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10 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

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

12 Lesson Objectives Explain how to create a user

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14 Personal Data tab

15 Role Data tab

16 Admin Data tab

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

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

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

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

21 21 Prepared by SRA International, Inc. Confidential

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

23 23 Prepared by SRA International, Inc. Confidential

24 24 Prepared by SRA International, Inc. Confidential

25 25 Prepared by SRA International, Inc. Confidential

26 26 Prepared by SRA International, Inc. Confidential

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

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

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30 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

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

32 Lesson Objectives Explain how to modify a user

33 Select the organization to which the user belongs

34 Select the user from the list

35 Click the Modify User button

36 Navigate between tabs & update as needed

37 Click the Save button

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

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

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41 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

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

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

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

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

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53 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

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

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

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

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

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66 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


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