A user is an individual with a unique login who interacts with the Marketplace Platform.

A user can be in one of these states: Invited, Invitation expired, Active, Blocked, Disabled, or Deleted. The following diagram shows the transitions between these states:

The following table describes the different states:

A user is an individual who interacts with the Marketplace with a unique username and password. Each user has a profile with attributes, such as email address, name, profile image, and more.

In the SoftwareOne Marketplace, users linked to an account can access modules and functionalities, according to their permissions. Users can also belong to multiple accounts or have no account at all. Additionally:

• Users with multiple accounts can switch between them without signing out.

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

Users page

The Users page allows account administrators to perform user management tasks, such as adding new users and managing existing users. Administrators can also modify, remove, and reinvite users, and much more.

To open the page, choose Settings > Users from the main menu.

On the Users page, you can use the and to customize the list.

You can view a user's details by selecting the user name, and manage a user by using the options in the Actions column.

The Edit option on the Users page allows you to modify a user’s group memberships. This means you can add or remove the groups the user belongs to.

Personal details, such as name, email address, or contact details, cannot be edited from this page. If these details need to be updated, the user must make the changes through My Profile in their profile menu. For more details, see Manage your profile.

Edit a user

To edit a user:

1. Go to Settings > Users.

2. Find the user you want to edit. Then, do one of the following:

   • Select the actions icon (•••), then select Edit.

   • Select the user name. Then, on the user details page, select Edit.

3. In the Edit user flow, select the Groups step and make changes as needed:

   • To add the user to a group, select the checkbox for that group.

   • To remove the user from a group, clear the checkbox.

1. Select Save. A confirmation message is displayed stating that the user was edited successfully.

Administrators can manage invitations from the Users page in the platform.

Reinvite a user

If a user you added to the account didn't receive the invitation email or has difficulty accepting it, you can either share the invite link with them directly or resend the invitation.

To reinvite a user to your account:

1. Go to Settings > Users.

2. Find the user you want to reinvite.

3. Select the actions icon (•••) for the user, then do the following:

   • Copy invitation link – Select this option to copy the invitation link and share it directly with the individual.

   • Resend invitation link – Select this option to resend the invitation to their email address.

Invitations that are not accepted within 7 days from the send date will expire.

If a user's original invitation link is no longer active, you can send them a new invitation email with a new link to join the account.

To send a new invitation email:

1. Go to Settings > Users.

2. Select the actions icon (•••) for the user, then choose Send new invitation. A new invitation email is sent to the user, and a confirmation message is displayed.

1. Advise the user to locate and accept the invitation email from SoftwareOne Marketplace.

Account administrators can add new users to the account from the Users page.

Once a user is added, they will receive an invitation email containing a unique link. To join the account, the user must accept the invitation and complete the registration process within 7 days. Otherwise, the invitation expires and must be resent.

Before you begin

Before adding a user to your account, note the following points:

• Ensure you have the user's email address and full name.

• Make sure the user is not already added to the account. If they are, the platform displays a message.

• When adding the user, make sure to assign them to the correct group. For information on creating or updating a group, see .

To add a new user:

1. Go to Settings > Users, then select Add.

2. In the Add user flow, complete the following steps:

   1. Email – Enter the user's email address, then select Next.

After adding the user, advise the user to locate the invitation email from SoftwareOne Marketplace and accept the invite.

Your users list gives you quick access to all users in your account. This topic describes how to view a list of users in your account, as well as details about a specific user.

To view a list of users in your account

1. Go to Settings > Users.

2. View the list of all users displayed on the page.

In certain situations, you may need to remove a person from your account. If you are an account administrator, you can use the Remove option on the Users page to delete an individual from the account.

Before you begin

Before removing an individual, note the following points:

• Ensure that you have reviewed the individual's permissions and assigned groups. This is necessary to prevent accidental removal.

• Removing an individual doesn't delete them from the platform. It only removes them from the account. If the individual belongs to other accounts, they can still access those accounts.

• A removed user can be .

• You cannot remove yourself from the account. The platform shows a message if you try to remove yourself.

• If you remove an individual with an Invited status, their invitation link no longer remains valid.

To remove a user from your account:

1. Go to Settings > Users.

2. Locate the individual you want to remove.

3. Select the actions icon (•••), then choose Remove.

1. In the Remove user dialog, select Remove to confirm.

A message is displayed stating that the user was removed. Additionally, the user receives an email stating that they have been removed from the account and its groups.

When you are invited to the Marketplace Platform by the SoftwareOne Operations team or your account administrator, you'll receive an invitation to join the account. This topic describes how to accept or decline the invitation.

Accept the invitation

To accept the invitation:

1. Select the invite link in your email. The following page is displayed:

1. Select Accept invitation.

2. On the account registration page, do the following:

   1. Enter your first name and last name.

   2. Enter your phone number.

   3. Enter a new password, then confirm that your new password matches the one you entered in the Password field. Passwords must be at least eight characters long and 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 it meets the specified criteria.

You can decline an invitation if it was sent to you in error or if you choose not to join the account.

To decline:

1. Open the invitation link.

2. Select Decline invitation.