Users

A user is an individual who interacts with the In the Marketplace Platform through a unique username and password. Each user has a profile consisting of attributes and settings (such as email address, name, profile image, and more). To understand more about users and their role in our platform, see Key Concepts.

Here are some important points about users:

  • Users can belong to one or more accounts, or none at all.

  • Users associated with an account have tailored access to modules and functionalities, depending on their permissions.

  • Users belonging to multiple accounts can also switch between those accounts without signing out of the platform.

  • Users who don't belong to any account have limited capabilities. Such users can only sign in to the platform and adjust their profile settings. They cannot access any of the platform modules.

Users interface

If you are an account administrator, you can access the Users page by navigating to the main menu and selecting Settings > Users. The page displays all users in your account.

On this page, you can view the following user details:

  • User - Displays the user's name and their Marketplace identifier.

  • Email - Displays the email address used to create the account.

  • Joined - Displays the date when the user accepted the invite.

    • If the user accepts the invite and joins your account, the user's status is displayed.

    • If the user hasn't accepted the invite, only the invite status is displayed. For information on the other statuses, see User States.

  • Last sign-in - Displays the date and time the user signed in to their account.

  • Group - Displays the group that the user belongs to. The total number of groups is displayed if the user belongs to multiple groups.

  • Modules - Displays the modules the user has access to.

  • Buyers - Displays buyers that are visible to the user.

    • If the user can access the Account Management module, All buyers is displayed because users who can access Account Management can view all buyers in the account.

    • If the user can only access the Marketplace module, the total number of buyers is displayed.

    • If the user doesn't have access to either of these two modules, a dash is displayed.

  • Actions - Displays options that allow you to edit or remove users from your account.

User details page

The details page of a user provides all information related to the user. You can open the details page by clicking the name of the user.

What can I do on this page?

From the details page, you can complete the following tasks:

When you open the details page of a user, it shows the properties associated with the user's profile.

The page also contains the following tabs that display corresponding information:

  • User details - Displays general information of the user.

  • Groups - Displays the user's group memberships, along with associated modules and buyers.

  • Contact entities - Displays the buyers and licensees mapped to the user. Clicking the buyer or licensee name displays the details page of the selected entity.

  • Details - Displays the date and time information related to the user, for example, the date and time when they joined the account and so on.

User StatesRespond to InvitationsAdd New UsersEdit UserRemove UserCopy Invitation LinkResend InvitationGenerate New Invitation

Last updated

SoftwareOne is a trademark of SoftwareOne, Inc. "The Software Licensing Experts" is a service mark of SoftwareOne, Inc. VAR assist is a trademark of SoftwareOne, Inc. "It pays to partner" is a service mark of SoftwareOne, Incorporated.