QRG for SCMP

Managing User Roles in SCP Nov 2008

User roles in SCP restrict visibility to information in two ways. First, there are role groups that define visibility to document types (such as Purchase Orders, Planning Schedules, Invoices etc.) Second, each role has one or more business accounts assigned to it which makes those accounts visible to users.

User Roles – Set Up Process

User roles are created as follows:

A user role is created and a role group (pre-defined set of document types) is assigned to the user role
One or more account codes are selected to apply to the user role
Users are assigned to the user role
A user can modify which pre-assigned user role they want to apply while they are logged into SCP

The following steps and screenshots walk through the administrative process for setting up and managing user roles:

Step 1: Create the User Role & Assign Document Visibility

Navigation Tree: [+] Administration – Add New Role
Enter a Role Name (required field)
Select a Role Group from the dropdown list (Supplier_Role_Group is for all documents)

NOTE: If the role group that you need is not listed, you will need to make a request to Exostar to have a new role group added.

The Description field is auto-populated once a Role Group is selected – you can edit it
Click Create

Step 2: Define the Role’s Accounts and Restrictions

Navigation Tree: [+] Administration – Modify Existing Role
Select the role that was created in Step 1
Click Next
For the Customers field, select an organization’s MPID
Click Search
One or more accounts will list in the bottom section of the screen
For each account row, select which level of access should apply
Click Save Permissions
You will see a message to the right of the Save Permissions button that says ‘Your changes have been saved’

Step 3: Assign Users to the New User Role

IMPORTANT! See information at the bottom of this step, on setting up new users.

Navigation Tree: [+] Administration – Assign Users to Role
Select the role that was created in Step 1
Click Next
Enter search criteria to locate users, or just use the “*” wildcard to see all users in your organization
Click Find
Select one or more users – use the linked page numbers on the left to see users on the next page (don’t use the Next button yet)
Once users have been selected (can be selected on multiple pages) , click Next
Select if this role is the default role for any of the assigned users

Note: A default role must be assigned to each user in SCP.

Click Next

Use these page links to scroll through user names.

Step 4: Select a User Role to Be Active (Optional – Set By User)

From Navigation Tree, select [+] My Profile - Change Role
Enter keyword to search (or use *), click Find
Click on link for Role Name
You are returned to Welcome page as the new role

How to Remove Users from a User Role

Navigation Tree: [+] Administration – Assign Users to Role
Select the role that was created in Step 1
Click Next
Enter search criteria to locate users, or just use the “*” wildcard to see all users in your organization
Click Find
UNSELECT one or more users – use the linked page numbers on the left to see users on the next page (don’t use the Next button yet)
Once users have been unselected, click Next
Click Next