User Access Management
Site Administrators have the ability to manage what other users see and do within your organization’s Premier page. When new users are invited to Premier, they must be assigned to an Access Group and a User Role by your Dell Account Team member or your organization’s Site Administrator.
Access Groups define what users can see (e.g. available catalogs, product info, payment types, reporting, and custom links).
User Roles define what individuals can do (e.g. buy versus shop, view eQuotes, and manage users).
All users must be assigned to one of eight User Roles within their Access Group. User Roles control a user's ability to do the following:
•Retrieve eQuotes created by other users.
•Manage User Role assignments.
•Manage Access Group settings and membership.
Eight User Roles defined:
Site Administrator: Site Administrators have access to all Premier shopping and buying functionality, all site customization tools and all user management tools. They have the sole authority to create, modify and assign users to Access Groups and also have comprehensive shopping and buying privileges across all Access Groups within their Premier page.
User Administrators: User Administrators can assign user roles to others within their own Access Group. A User Administrator cannot create or modify Access Groups, but can invite new users into their Access Group. In effect, a User Administrator does not customize site content for users, but can specify the level of buying authorization for users within their Access Group. User Administrators also have comprehensive shopping and buying privileges and can retrieve the eQuotes of any user in their Access Group.
Site eQuote Buyer: Site eQuote Buyers have comprehensive buying privileges but no site customization privileges that can affect other users. They can save and retrieve eQuotes saved by any member of any Access Group, and place orders.
Site eQuote Shopper: Site eQuote Shoppers can view any content that is specified for their Access Group. They can save and retrieve eQuotes saved by any member of any Access Group, but have no buying privileges.
eQuote Buyer: eQuote Buyers have comprehensive buying privileges but no site customization privileges that can affect other users. They can only save and retrieve eQuotes saved by members of their own Access Group, and place orders.
Buyer: Buyers can save and retrieve only their own eQuotes, and place orders.
Shopper: Shoppers can view any content that is specified for their Access Group and can save eQuotes, but have no buying privileges.
Shopper No Price: Shoppers can view any content that is specified for their Access Group and can save eQuotes, but have no buying privileges. Users with this role will not be able to view pricing.
B. Accessing Manage Users from within Account Options
Go to “Account”, from the navigation menu on top of your Premier Page, and select “Manage Site” from the second-level menu and then “User Management”.
From this screen you have the ability to add a new user, input the email address and select Add.
In the User details pop-up, enter the new user’s name. This name will appear in the Nominated Buyer list during Premier Online Checkout.
Select Order Notifications if you want this user to receive e-order notifications on every single order that your organization places online through Premier. Note: most users prefer to have this feature disabled.
Select the Access Group.
Select the User Role within the chosen Access Group (e.g. Shopper, Buyer, or Administrator).
Select Save to finish the process, or select Save and Send Email to User if you want the user to receive a notification email.
The Site Administrator at your organization can set up and manage as many Access Groups of a Premier Page as are necessary. Access Group settings define what each user within that Group sees, including:
•General Access Group name and description.
•Payment and shipping options.
•Catalog and configuration options.
Accessing Manage Access Groups from within Account Options
Go to “Account” from the navigation menu on top of your Premier Page.
Select Manage Site from the second-level menu and then “Access Management”. From this screen you have the ability to:
- Add New Access Group. You can create the Access Group, assign a specific name and give users permission to an Access Group.
- Manage Access Group Permissions whereby you can adapt the settings that apply to a specific Access Group.
- Edit and delete existing Access Groups