Setting Up Contacts

Administrators assign users who need access to either Purchasing or Scheduling data within the Trade Portal. To grant access to a site, administrators must add users to the site and assign them to the appropriate groups described in this section.

Tip

Users can be assigned as all three types: Purchasing, Scheduling and Administrator.

 

Administrator

Administrators have full-security rights and can access all Trade Portal screens, including the Purchasing, Schedule View, Notification, Payments, and Settings screens. At least one administrator must be assigned for each supplier company.

Purchasing Contact

Purchasing contacts have access to the Purchasing and Payment Menus, but not the Schedule View or Notifications Menus. Within the Settings menu, the Supplier Information and Contact Information tabs will contain read-only data. The Change Password tab will allow the current user to change his/her password.

Scheduling Contact

A user designated as a Scheduling contact can view and modify content within the Schedule View and Notifications screens, but not within the Purchase Orders and Payments screens. Within the Settings menu, the Supplier Information and Contact Information tabs will contain read-only data. The Change Password tab will allow the current user to change his/her password.

New users must be assigned by the Builder company. Contact the builder company for permission to add another user to the site.

 

Related Topics:

Getting Started and Initial Login

Password Updates and Resets

Home Page

Trade Portal Screens

Logging Out

Settings Menu