Managing Users as an Admin User

 

Administrative Users have full control over other users within their organization, including adding new users, editing users and disabling users. Watch the video above to learn how to be an Admin.

 

Video Transcript

Hello and welcome to the Cooney Brothers How To Video Series. In this video, we will cover the functions available to Administrative Users on the website.

An Administrative User has full control over other users within their organization. They can create new users, as well as edit and disable users. Admin Users can set the appropriate level of access to all their users by assigning users roles, which controls who can buy, what locations they can buy for, and what ship-tos are associated with each user. Organizations can have more than one Admin User.

Adding a New User



From the My Account Drop down, select the Add New User option. In addition to the standard fields, you will see a 'Role Assignment' drop down, where you can select which starting level of access you'd like to assign: a General User, a Purchasing Agent or an Administrative User also known as a Super User.

When adding a new General User, their Approving Purchasing Agent will default to you. You can change this to another user from the Edit User page.

Managing Users



This page can be found under the Manage Users section of the My Account Drop Down Menu. Find the user you wish to change via the list shown or by using the Search Users box, and hit the Edit button. When you edit a General User, or modify a users' role to be a General User, a list of admins and purchasing agents will be provided from which you can choose to assign as their Cart Approver.

Additionally, from the Manage Users section, Admins can change the privileges of users in their organization as well as which ship-tos are associated with each user.

To change a user's role, select from the options found in the User Privileges drop down and hit the Update Button. To modify which ship-tos or job locations a Purchasing Agent can buy for, check the Assign box on the appropriate address lines and hit Update. These are the options that will appear in the Ship To drop down box at check out.

Disabling Users



If you need to disable a user from within your organization, you can do so from the Manage Users section. Simply click the disable button next to the user you wish to un-authorize. You will be prompted to confirm your choice before the action is completed. Please note that you will not be able to disable your own account or the accounts of users currently assigned as a general user's Cart Approvers.

When a user is disabled, they will still be shown within the Manage Users screen, however, if the user needs to be re-activated, you will need to contact Cooney Brothers web support.

Thank you for watching our Administrative User Role video.

  


User Roles Overview


For greater control over user purchasing ability within an organization, Cooney Brothers offers three levels of access for users: Administrative Users, Authorized Purchasing Agents, and General Users. Watch the video to learn more.


Cart Approvals


Since General Users are not permitted to checkout on the website, to make a purchase they must submit their cart for approval. Watch this video to learn how to approve their carts.


Return to all Videos for Web Assistance


The new CooneyBrothers.com is packed with easy to use features that will make your job easier. Return to the main website assistance page to learn more about each topic.

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      1850 Gravers Road, #100
      Plymouth Meeting, PA 19462-2837
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