Introduction
This article pertains to Unregistered Trading Partners, Users, Security Administrators, and Service Administrators. This article will provide links to training video playlists for the Administration features in the Active Access product.
Details
Click on the links below to access video playlists that detail how to use the Identity and Access Management features and tools.
Audience
|
Playlist
|
Content
|
| Unregistered Trading Partner (suppliers) Organizations and Users |
Onboarding Playlist |
- Onboarding Your Organization
- Register for a User Account
|
|
Basic Users
|
My Access Management and Profile Playlist |
- Logging in
- Resetting my password
- Recovering my User ID
- Navigating through Active Access
- Requesting Access to a Portal, Application or Service Package
- Finding my Administrator's Contact Details
- View My Organization Information
- Updating My Profile Information
|
| Security Administrator |
Manage My Users Playlist |
- Onboarding a New User
- Updating a User Profile
- Manage a User's Password
- Move a User to Another Organization
- Modify a User's Roles
- Add a Service Package, Portal, Subpackage or Application to a User
- Search for a User
- Add, Edit, or Remove an Application Role for a User
- View a User's Attributes
- View a User's portal, Service package, Subpackage or Application Access
|
| Manage My Organization Playlist |
- View My Organization Profile
- Updating My Organization's Name and Address Information
- Requesting Access to a Portal, Application, or Service Package for Your Organization
- Viewing your Organization's Vendor Code Access and Service Authority
- Changing your Organization's Service Authority
- Viewing the Administrators in My Organization
- Adding a New Security Administrator
- Submit Quarterly and Annual User Audits
- Approve User Requests
- View your Organization's Hierarchy
- Add a Division to your Organization's Hierarchy
|
| Service Administrators and Application Administrators |
Manage My Service Configuration Playlist |
- Viewing a Service Package Configuration
- Adding a new Application
- Granting Administration Rights to Application Administrators
|
| Service Administrators |
Manage My Trading Partners Playlist |
- Approving a Trading Partner's Service Package Request
- Searching for a Trading Partner
- Viewing a Trading Partner's Service Packages
- Viewing a Trading Partner's Vendor Codes
- Removing Access from a Trading Partner
|
