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Learn about the fields and actions available on the Users page.
The Users page, located under Settings > Users, displays all users in your account.
On this page, you can view the following user details:
User - Displays the user's name and their unique 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, then only the invite status is displayed. For information on the other statuses, see User States.
Last login - 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.
Actions - Displays options that allow you to edit or remove users from your account.
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.
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 groups that the user is a part of.
Contact relations - 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.
The Marketplace Platform supports various states (also known as status) for users in the system.
The following diagram shows the possible states and the transition between these states:
Note that the Marketplace Platform supports various account types, including vendor and client, so not all states might be visible to you.
Accept or decline the invitation to join the Marketplace Platform.
When you've been invited to the Marketplace Platform by the SoftwareOne Operations team or your account administrator, you'll receive an email. You can accept the invitation to join the account or decline it.
Follow these steps to accept the invitation:
Click the invitation link in your email. The following page is displayed:
Click Accept invitation. The registration page is displayed:
On the registration page, do the following:
Enter your first name and last name.
Enter a new password and then confirm that your new password matches the one you entered in the Password field. Passwords must be at least eight characters long, must contain at least one lowercase (a-z) and one uppercase letter (A-Z), a number, and a special character. When you enter a new password, our password validation checks whether your password meets the criteria.
Select I agree to the SoftwareOne Client Portal Terms of Use.
Click Accept invitation.
If single sign-on (SSO) is configured, you'll be automatically redirected to your provider to authenticate. Once you are authenticated, you'll only need to enter your First name and Last name.
Sign in to your account using your email address and password.
After signing in, you'll be redirected to the Home page. Depending on your groups and permissions (assigned by your administrator), you'll be able to access platform modules, view data, and complete your tasks.
For information on how to navigate the Marketplace Platform, see Platform interface.
Invitation link has expired?
Invitation links are unique and they expire within 7 days of being issued. If your link has expired, your account administrator must create a new link. For more information, see Generate a new invitation.
You can decline an invitation if it was sent to you in error or if you choose not to join the account.
To decline, open the invitation link and click Decline invitation.
Learn about users and how to access the Users page.
In the Marketplace Platform, a user is an individual who interacts with 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 icon, and more).
The following are some of the key 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 of multiple accounts can also switch between them without signing out of the platform.
Users who don't belong to an account have restricted capabilities. Such users can only sign in to the platform and adjust their profile settings. They cannot access any of the platform modules.
Account administrators can access the Users page by navigating to the main menu of the platform and selecting Settings > Users.
From the Users page, administrators can:
Invite new members to join the account.
View a list of users in the account and manage those users.
Remove a user from the account.
Copy a user's invitation link and share it with them directly.
Resend the invitation email.
Generate a new invitation link if the original link has expired.
Edit a user's group membership.
In certain situations, you might need to update a user's group membership. For example, you may need to remove them from a group and add them to a new group.
Before editing a user, note the following points:
You can only update groups that the user belongs to. You cannot edit any other information.
If a user's general information (such as name, email address, or contact details) needs updating, the person must update the details themselves through My Profile. To learn more, see Manage profile.
Follow these steps to update the groups assigned to a user:
Navigate to the Users page (Settings > Users) and find the required user.
Click the actions icon (•••) for the user and select Edit. The Edit user page displays.
In the Groups section, make changes as necessary:
To assign a group to the user, select the checkbox.
To remove the user from a group, clear the checkbox for that group.
Click Save. Your changes are applied immediately.
Remove users from your account.
In certain situations, you might need to remove a person from your account. Only account administrators can remove users.
Before removing a user, note the following points:
Ensure that you've reviewed the user's permissions and assigned groups. This is necessary to prevent accidental removal.
Removing a user doesn't delete them from the system. This allows you to reinvite them to your account. For more information, see Add New User.
Removing a user only removes them from the respective account. If the user is associated with several accounts in the platform, they'll still be able to access those accounts.
Follow these steps to remove an individual from your account:
Navigate to the Users page (Settings > Users) and find the user you want to remove.
Click the actions icon (•••) for the user and select Remove.
Click Remove to confirm the action.
A message is displayed stating that the user is removed.
After the user is removed, they'll receive an email stating that they've been removed from the account and the associated user groups.
Remember that if the user belongs to multiple accounts in the Marketplace Platform, they'll still have access to those accounts.
Add new members to your Marketplace Platform account.
As an account administrator, you can invite users to your account. You can also track the invitations you send and resend invitations. Invitations are valid for up to 7 days.
Before adding an individual to your account, note the following points:
Ensure you have the individual's first name, last name, and email address.
Verify that an account with the same email address doesn't already exist. If an email address already exists, the platform displays a message.
Make sure you've added the individual to the correct group.
Follow these steps to add a new member:
Navigate to the Users page (Settings > Users).
Click Add. The Add user page opens.
In the User details section, provide the following details and click Next:
First name - (Required) The first name of the individual associated with the account.
Last name - (Required) The last name of the individual associated with the account.
Email - (Required) The email address the individual will use to sign in to the account.
Country Code - (Optional) The country code associated with the individual's phone number.
Phone number - (Optional) The individual's phone number.
In the Groups section, select the groups to add the individual to and click Next. You must choose at least one group. If you have several groups, use Search to find the group.
In the Overview section, review the information and click Add.
After clicking Add, the Marketplace Platform sends an invitation email to the user. The email contains a link for them to click and join the account.
The user must accept the invitation within 7 days of receiving the invitation email. Otherwise, the invitation link will expire, and you'll need to regenerate it if you still want the person to join your account.
After the user accepts the invitation and creates their account, they can start using the Marketplace straightway, depending on the modules and features they can access.
We recommend checking your Spam or Junk folder. If you still haven't received the email, ask your administrator to resend the invite. To learn more, see Resend an invitation.
Your account administrator will need to generate a new invitation. To learn more, see Generate a new invitation.
Copy the invitation link to your clipboard.
To share an invitation link directly with a user, you can copy it in two ways: from the main Users page or the user's details page.
Follow these steps to copy the invitation link:
Navigate to the Users page (Settings > Users) and find the required user.
Click the actions icon (•••) for the user and then click Copy invitation link.
Alternatively, click the user's name. When the details page opens, click the down arrow next to Edit and select Copy invitation link.
The link is copied to your clipboard and a confirmation message is displayed.
Reinvite a user to your account.
Follow the steps in this topic only if you want to resend a previously generated invitation. For example, if the person didn't receive the original invitation.
Follow these steps to send the previously generated invitation again:
Navigate to the Users page (Settings > Users) and find the user you want to reinvite.
Click the actions icon (•••) for the user.
To resend the invitation email, click Resend invitation link. A message is displayed when your invitation is sent successfully.
To copy the invitation link to your clipboard and share it directly with the individual, click Copy invitation link.
When you invite the individual again, the expiration time for their invitation is reset to seven days.
Generate a new invitation, if the original one has expired.
If an invitation is not accepted within seven days from when it was sent, it expires. Account administrators can create a new invitation and send it to the individual.
Follow the steps in this topic only if the individual's original invitation has expired and they are receiving the following message:
Follow these steps to generate a new invitation:
Navigate to the Users page (Settings > Users).
Click the actions icon (•••) for the user to reinvite. Make sure that the Joined column displays the status as Invitation Expired.
Click Send new invitation.
A new invitation email is sent to the individual, and a confirmation message is displayed on the page.
State | Definition |
---|---|
If the person's original invitation has expired and they're encountering the following message, you'll need to :
If the original link is still valid, you can resend the email invitation. For more information, see .
We recommend checking your Spam or Junk folder. If you still haven't received the email, ask your administrator to resend the invite. To learn more, see .
Invited
The user has been invited to join an account in the Marketplace Platform, but they have not accepted the invitation.
This status remains in place until the invitation is accepted.
Invitation Expired
The user's invitation has expired because they didn't accept the invitation within seven days from when it was sent.
Active
The user can access the account and perform the required operations based on their permissions.
Blocked
The user has been restricted from accessing the account.
This could be due to terms and conditions violations, security concerns, or at the administrator's discretion.
Disabled
The user has been removed from the account. They cannot perform any operation within the account.
Deleted
The user no longer exists in the system.