ALCATEL-LUCENT

ORDER LIFECYCLE VISIBILITY

ADDING user ROLES

(SERVICE PRIVILEGES by DOCUMENT type)

This document details the process to update User Roles for your TGO (OLV) company record user accounts. User Roles are also known as Service Privileges and are generally dictated by document (or transaction) type.

NOTE: Only the Company Administrators for an account can update User Roles! If you are unable to modify your roles based on the instructions in this document, then you do not have appropriate privileges and must contact your Company Administrator.

July 22, 2009: Alcatel-Lucent rolled out with the following roles enabled:

  • OLV Invoice Viewer
  • OLV PO Viewer
  • OLV Company Administrator
  • OLV Invoice Creator (w/po only)
  • OLV Credit Note Viewer

January 18, 2010: The Credit Memo, PO Acknowledgement, and Ship Notice transactions went active, which require the addition of the following new roles:

  • OLV Credit Note Creator (w/invoice only)
  • OLV PO Acknowledger
  • OLV Ship Notice Viewer
  • OLV Ship Notice Creator

ADDING ROLES

Logon to your TGO OLV account. From the Operations Center page, click the Account Manager tab.

From the Account Manager tab, click Subscription on the left menu.

Make sure you have the following Optional Features checked:

  • OLV Invoice Viewer
  • OLV PO Viewer
  • OLV Company Administrator
  • OLV Invoice Creator (w/po only)
  • OLV Credit Note Viewer
  • OLV Credit Note Creator (w/invoice only)
  • OLV PO Acknowledger
  • OLV Ship Notice Viewer
  • OLV Ship Notice Creator

After selecting the roles, click the Save button.

Next, click on User Management from the left menu.

Click on the user who needs to have the additional roles/privileges added. (NOTE: You can only update one user at a time.)

Click on the Service Privileges tab.

The new roles should be available for selection. Check the appropriate boxes, then click Update.

Go back to the User Management section to update additional users, as needed.

Next, click Service Configuration from the left menu, then click Supplier Alert Management. Update your alerts for the additional transactions, if applicable. When done, select Preview Supplier Settings from the Action drop down.

Review the changes, then select Submit from the Actions drop down.

When asked to confirm, click OK.

You should get a confirmation message when complete.

You can then navigate in your account as needed.

December 8, 2009 Page 1