Add New Users

To add a new user

1	Click User Management.

2	The Account Manager: User Management page displays the User’s tab and User List by default.

3	Click Actions > Create New User.

The Step 1: User Information page opens.

4	Provide the applicable user information.

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5	Click Next Step.

The Step 2: Service Privileges page opens.

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6	Under Service Instance(s), select the subscription package(s) and options (privileges) for each service instance you want the user to have.

7	Under Roles, select the role of the new user. All roles have access to the user functions (Service Instances) that are subscribed to by the Company.

Role	Access to Administrative Functions
Company Administrator	All of the administrative functions of Trading Grid Online, subscribed to by all Companies in his/her community. These functions are in both the Community Manager and Account Manager components.
Trading Community Admin	The Trading Community functions in Account Manager that are subscribed to by the company. These can include Requesting and approving trading partnerships. Defining and maintaining the AutoForwarding of messages. Setting up and maintaining the AutoCopy distribution lists.
Account User	None. This user does not have access to any of the administrative functions in Account Manager.
Account Administrator	All of the administrative functions in Account Manager that are subscribed to by his/her Company. These include: Maintenance of the Company Profile. Inviting or setting up, and maintenance of, Company users (User Management). Administration of the Trading Community and its distribution list. Subscription modification. Service Configuration, which can include: Setting up and maintaining mailbox information Defining and setting company or mailbox rules and alerts Mailslotting Monitor Billing invoices. Define or update the company Password Policy.
Service Configuration Admin	The Service Configuration functions in Account Manager that are subscribed to by his/her Company.
Trading Partnership Approver	Only the Trading Community function of approving trading partner relationships (EDI to EDI).
AutoForward Administrator	Only the Trading Community function of setting up and maintaining AutoForward partnerships.
AutoCopy Distribution List Administrator	Only the Trading Community function of defining and maintaining AutoCopy distribution lists.

8	Click Next Step.

9	On the Step 3: Review page, carefully review the information, especially the Service Selection instances and options.

10	Do the following:

a	To make any changes, scroll down and click Previous Step.

b	Return to the applicable step and make your changes.

c	Click Next Step to return to this page.

11	Click Submit to enter the person into Trading Grid Online.

Note: If you do not enter data for all required fields, Submit is de-activated. If you do not yet want this person activated in Trading Grid Online, click Save to save the data you entered. The user appears in the Users list with an Incomplete status. You can activate the user later.

12	Click User Management.

The user created displays in the User List. .

13	Repeat these steps for each user you need to create.

See also

“To modify user data”

“To activate, deactivate, or delete a user”

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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