b. TS DIP-PP Buyer Management

Create the user using the right User Type (Global Planner should be only for users that will run calculations)

• What is the scope needed for the user ?
• Is this user will replace an existing user?

Yes: Who ? Can we deactivate the old one ? When ?

Create the user as follows: 

> The user Name : Windows ID 

> The Description: GBU  - Name Last Name - Role  

> User properties : Collaborator  

Associate the user to the right user(s) group(s)

For Buyer, create a specific user group for the user 

Duplicate an existing user group and update name + user’s list :

For an buyer, Associate his/her user to his own user group

Add a new line in the Master Table Buyer  

> Create a condition for the new buyer (duplicate another one, and change the name and Windows ID) :

• • Condition type : User input value 
  • Parent master table: Buyer

>Update the advanced security for the Master Table buyer :

>Update the advanced security for the Master Table SKU :

> Update the security for Workspaces to give access to the user

Go to shared workspaces → TS – PURCHASING WORKSPACE, right click and go to security

Add the new user to Dynasys DIP1 user group

We use these groups in order to make announcements and to communicate. Therefore, by adding them to this group, they will receive information related to DIP1.

> Go to your Google applications and look for "Groups"

> Search the group related to Dynasys DIP1 users and click on the logo "Add members"

> Input the new user's email and write a welcome message then press "Add members", down the screen

User is now in the Dynasys communication group.