User Administration

Adding new users
Modifying existing users
Removing EC Access Permissions
Finding users
Deleting existing users from system access

The User Administration screen allows you to make changes to the database of Electronic Commerce users. It hosts the following 6 views: Not all views are visible to all users. Based on user hierarchy, visibility is as follows:
 
Available to:
View: Main
Administrator		 Admin
User		 Account User View-Only User
All Users Yes Yes No No
Non EC Users Yes Yes No No
EC Users Yes Yes No No
Admin Users Yes Yes No No
Account Users Yes Yes No No
View-Only Users Yes Yes No No
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Adding new users

Only the Main Administrator or Admin Users can create new Admin Users, Account Users or View-Only Users.
Promoting an existing Non EC User contact into the selected type of EC User.

To create users that do not exist in the database (only available to the Main Administrator or Admin Users):

  1. In the User Administration screen, select the Admin Users or the Account Users view, depending on the type of contact you wish to create.
  2. Click New in the contact list applet. A new data entry form applet will open. Fill in the information requested - please note the required fields - and click Save.

    Note: In the Account Users data entry form, you must use the checkbox located in the lower right corner to indicate whether you are creating a new Account User.

  3. You'll see the message "EC User Created Successfully", along with a form applet that displays the information you entered plus the EC ID number and the password assigned to the new user by the system.
  4. The EC ID number is a unique identifier that cannot be modified. The password, however, can be changed by the user. You should provide the new user with the EC ID number and password to log in to the system. Once logged in, he/she will be able to create a new password of their own.

To create EC users from existing Non EC users (only available to the Main Administrator or Admin Users):

Important: In order to change the category of an existing EC user, (for example, to make an Account User an Admin User), it is necessary to first change the person into a Non EC User by clicking the Make Non EC button. Then find this person in the Non EC User view and change him or her into the desired EC User type. In our example, you would select the user and click on the Make Admin User arrow.

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Modifying existing users

You can modify the information pertaining to existing users, based on your access rights. By assigning existing users a different contact type, you can, in fact, "create" a new user in the chosen category.

The Main Administrator can edit information for all EC Users. Admin Users can modify information pertaining to Account Users and View-Only Users, but cannot change any data related to another Admin User.

To edit user information:

  1. In the User Administration screen, select the view that corresponds to the category of the user you wish to modify.
  2. On the Contact List applet, find the user and click on the pencil icon under the Edit column.
  3. The system will display the Edit User form applet, which is similar to the New User form.
  4. Enter your changes and click Save.
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Removing EC Access Permissions

Only the Main Administrator or Admin Users can remove EC Access Permissions from an EC user. They can also change the EC user into a Non-EC User and remove the user's ability to log into www.techdata.com. The Main Administrator can remove EC Access Permissions for any user. Admin Users can remove EC Access Permissions for Account Users and View-Only Users. This means that only the Main Administrator can remove the EC Access Permissions of an Admin User.

To remove EC Access Permissions for an existing EC user and to change the EC user into a Non-EC User:

  1. In the User Administration screen, select the view that corresponds to the category of user that you wish to change.
  2. On the Contact List applet, find the user and click the X under the Make Non EC column.
  3. The system will display the message "You are about to remove EC Access Permissions for this user. This will move the Employee to the Non-EC User list. Are you sure you want to proceed?"
  4. Click the "Yes" button.
  5. The system will display the message "EC Access Permissions have been successfully removed. This employee is now a Non-EC User."
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Finding users

To search for a specific user:

  1. In the User Administration screen, select the view that corresponds to the category of the user you wish to find, i.e. All Users, Non EC Users, EC Users, Admin Users, Account Users, or View-Only Users. You can also select the appropriate view after the search has been performed.
  2. On the Contact List applet, click Find.
  3. On the Find User form applet, enter your search parameters and click on Search. You can use the asterisk * as a wildcard.
  4. The system will return the records that match your search criteria, or display the message "No records" if no match is identified.
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Deleting Non EC Users

Only the Main Administrator or Admin Users can delete Non-EC Users.

If, at a later date, you want to reverse this action and add the same person back again, you will need the assistance of eCommerce Support (see below) to reactivate the employee's name.

To delete a Non-EC user:

  1. In the "User Administration" screen, select the "Non-EC Users" view.
  2. Find the user that you wish to delete and click the "x" under the "Delete" column.
  3. The system will display the message "You are about to delete this Employee from your Account. If you decide to add this employee back at a later date, you will need assistance from eCommerce Support. Are you sure you want to proceed?"
  4. Click the "Confirm Delete" button.
  5. The system will display the message "Employee deleted successfully."

Note: For additional help, please contact the eCommerce Support at 1-800-222-7926 (U.S.) or 1-800-334-2445 (Canada), Monday through Friday between 7:00 a.m. and 10:00 p.m. Eastern time.

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