1. Industry Mall User Administration Webinar
Siemens Industry, Inc.
Industry Mall User Administration Webinar
For internal use only / © Siemens AG All rights reserved.

2. Industry Mall User Administration Training
Objectives
Understand the functionalities of User Administration on the Global Industry Mall
Edit/Update user profile and attributes
Access and manage the company account if the user is a customer manager
Modify the user profile capabilities
Edit/Update user profile data through Self Service functionality

3. User Self Service User Self Service Access user profile data
Access to the System
Profile Data/Address
Person
User profiles are updated via the User Self Service functionality
Mouse over your name and click User Self Service.
Click on Access to System Tab to change password.
Click on Profile Data/Address Tab to change number & Date format, Scroll Mode, Language and notify, (Company Address is not editable)
Scroll Mode - establishes the number of line items that can be added to the shopping cart. This functionality only applies to the shopping cart.
Notifications - When any of the notifications are selected, you will receive notifications for all orders to the accounts in your profile. The number of notifications you receive will increase since the notifications apply to all orders and not just the orders you have created.
Click on Person Tab to enter Last and First Name, Title, Phone numbers and .
Fields marked with an asterisk are required fields
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4. User Administration User Administration Functions Overview User List
Search Conditions
Add User
Select Company
User Details
System Access
Roles and Rights
Search for User
Modify User Details
Accessing User Administration
The Customer Mgr clicks on Users to perform Administration.
User Administration
Customer Manager sees a display of the Users Overview and the Search Conditions on the account
Users Overview provides access to active and blocked users.
Users tab allows customer manager to add users, delete users, and export user list (External Only-no Internal Siemens users will be seen).
There’s two shortcuts: To Allow Order and Restrict View of Pricing.
Unblock users tabs contain list of users that have been blocked (not really deleted)
The search conditions functionality allows the administrator to access specific users
If a user is deleted they become blocked not really deleted=Blocked.
Delete is performed by enabling the check box by clicking delete.
Add is performed by clicking add user.
The “More” link allows a Export to Excel and Print.
Add User
Select Company
Step 1-select companies (these are the SAP accounts that reside in the Customer Managers profile).
User Details
Step -2 Customer Manager enters their users data
System Access
Step 3-Customer Manager creates the Login & Password.
Roles and Rights
Step 4- The Customer Manager selects the Role and submits the profile/account to be created.
The Role chosen will enable the checkbox for required functionality.
Modify User
The Customer Manager accesses the modification screen by clicking on the name of the user or performing search.
The screen defaults the overview screen\User Details.
Displayed are; Access to the System; Password Changes, Profile Data/Address, Person, Order Handling, Additional Accounts & Pricing Management (NA).
Order Handling notifications for; Order Status & Delivery
Additional Accounts-this is where multiple accounts are added to support “Switch To” functionality.
Roles
The Role chosen by the Customer Manager will drive the functionality check boxes within the Right Detail tab.
Customer Managers should only be modifying Customer Pricing Notifications and enabling Pricing Manager within the Rights Detail tab.
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5. Company Administration
Company Administration Functions
Accessing the Company account
Basic Settings
Delivery Address
Accessing the Company account
For external customers only the Customer Manager will see the Companies and Users link.
When the Customer Manager clicks on Companies the following tabs are displayed:
Basic Settings
Provides you with a mechanism for changing the company contact and sales representative.
Delivery Address
Users can add a new address, delete an address, and search saved Addresses.
More arrow allows export to excel, filter and print of addresses.
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6. What We’ve Learned
What information is available via the User Self Service functionality
How to establish the desired format for profile data
How to switch accounts
How to modify a user’s details and roles
How to add a user
How to manage account information and data
Any Questions?
Don’t forget to refer them back to the Quick Reference Cards if they get lost.
What information is available via the User Self Service functionality,
How to establish the desired format for profile data,
How to switch accounts,
How to modify a user’s details and roles,
How to add a user, and
How to manage account information and data.