Add New User Accounts

To add a new user

1	Click the Community Manager tab.

2	Click the applicable Customer Company Name.

The Company Profile page opens.

3	Click User Management.

The User List page opens.

4	From the Actions drop-down list, select Create New User.

The Step 1: User Information page opens.

5	Enter all the information for the user.

6	Click Next Step.

The Step 2: Service Privileges page opens.

7	Under Service Instance(s), select the service instance(s), (the subscription package(s) and the options (privileges)) for each service instance that you want the user to have. By default, all options are selected for any service instance that you select.

8	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.

User Role	Administrative Functions
Company Administrator	All of the administrative functions of Trading Grid, subscribed to by all Companies in the community. These functions exist in both the Community Manager and Account Manager components.
Account Administrator	All of the administrative functions in Account Manager that are subscribed to by the Company. The functions 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 lists. 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 Administrator	The Service Configuration functions in Account Manager that are subscribed to by the Company.
Trading Community Administrator	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 (see “AutoForward Partnership” on page 271). Setting up and maintaining the AutoCopy distribution lists (see “AutoCopy Partnership” on page 273).
Account User	None. This user does not have access to any of the administrative functions in the Account Manager.
Trading Partnership Approver	Only the Trading Community function of approving trading partner relationships (EDI to EDI) (see “Set Up Trading Relationships” on page 266).
AutoForward Administrator	Only the Trading Community function of setting up and maintaining AutoForward partnerships (see “AutoForward Partnership” on page 271).
AutoCopy Distribution List Administrator	Only the Trading Community function of defining and maintaining AutoCopy distribution lists (see “AutoCopy Partnership” on page 273).

9	Click Next Step.

The Step 3: Review page opens.

10	Carefully review the information, especially the Service Selection instances and options.

11	To make any changes, click Previous Step and go back to the applicable step and make your changes. Then, click Next Step to return to this page.

12	Do one of the following:

Click Submit to enter the person into the Trading Grid.

Note: If you did not enter all the required data, the Submit button is disabled.

To save the data you entered, but not yet activate this person in the Trading Grid, click Save. In the User list, the user status is Incomplete.

A confirmation page opens.

13	Click User Management.

The User List page displays the user you created.

The following information displays for each user:

User Name — User’s name. Click the name for information about the user.

User ID — User's email address.

Status — Status of the user:

Active — The user is approved to participate in the Trading Grid.

Inactive — The user is not currently participating in the Trading Grid.

Incomplete — The user has not yet been approved to participate in the Trading Grid.

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

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