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You may add new users to your account and edit existing user profile
settings. Click the User Profiles tab on the top navigation bar to
navigate to the appropriate User Profiles section.
Add New Users
To add a new user to your account, select Add New Users from the
navigation bar. The Add a New User screen appears. Information is entered in
three sections:
Login Information
This prompts you to create a Login Name and Password for each new user.
User Information
Enter the appropriate information, including the name of the person associated
with this new user profile. At “Default User’s Email”, enter the email of
the user who will use the account or the supervisor who will approve their
orders, when necessary. Make This User a Super User should be selected
only if this user has a need to be a Super User. The intended purpose of the
Super User function is to manage account settings and add or edit user profiles.
Be aware that any Super User can override the settings of any other Super User.
Super Users should be limited, selected with care, and they should communicate
with each other when appropriate to avoid confusion.
User Settings and Permissions
This feature allows you to set the default account values as well as the
permissions to be assigned to each user. Simply select the appropriate
permissions from the drop down menus or click on the search button next to the
default fields to locate a particular entry.
- Type a Default setting for each Default field, or select Search for
a list to select from.
- Shipping Addresses: Select Select Any Ship To or Use Only This
Default Ship To.
- Cost Center: Select Select any Cost Center, Select Only Specific
Cost Centers, Use Only This Default Cost Center, or Add, Edit,
Select Any Cost Center.
- PO Number: Select Select Any PO Number, Use Only This Default,
or Add, Edit, and Select Any.
- Releases: Select Select Any Release, Use Only This Default
Release, or Add, Edit, and Select Any Release.
- Orders:
- Select Place and Release Orders or Place Orders On Hold
(Only).
- Select Query Any Placed Orders or Query Only Their Placed
Orders.
- Select Modify Their Placed Orders or Not Modify Their Placed
Orders.
- Restrictions:
This option determines if the end user is able to override item and dollar
restrictions on an order, and whether those orders require approval. The
options for this field are:
- This user cannot override restrictions.
- This user can override restrictions with approval (orders go on hold).
- This user can override all restrictions (can also approve orders held
for item and dollar restrictions).
- Dollar Limits:
This feature allows you to restrict users from exceeding dollar limits that
you assign. Type a dollar amount in the fields described below (i.e. 200.00)
- Per Unit Price: This option determines the users limit per
item.
- Per Extended Line Item: This option determines the users
extended line item limit per line.
- Per Order: This option determines a users dollar limit per
order.
- Payment Information:
- Selecting Change Payment Type allows the user to use Account
Billing and/or a credit card for any transaction. For example, if you
select Account Billing in the Preset Type field, the payment type
will come up as Account Billing, but the user can change it to a credit
card. If Credit Card is selected as the Preset Type, the user
could change it to a credit card for a particular transaction.
- Select Use Default Credit Card Only or Use Alternate Credit
Cards, and then select the expiration date.
When finished, select Continue.
Editing User Profiles
To make modifications to existing user profiles, select Edit User Profiles
from the navigation bar.
Disable a User:
From the list of Current Users, select Disable to prevent access by that
user. If a user is Disabled, an Enable button will appear.
Select a User to Edit
Type the first few characters of a user and click “Search” for a list of
valid users. To modify a User’s profile or to disable a user, click on the
“edit” or “disable” button next to the User of your choice. By disabling
a user, you prevent any access by this user to your Office Depot account.
Reset Password
First, select the user whose password you wish to reset by typing the first few
characters of their login name and clicking “Search” to bring up a list of
valid users. Select “Edit” for the user whose password you wish to modify.
In the “Login Information” section, enter a new password in the
“Password” field. Confirm it by re-entering it in the “Confirm This
Password” field. Also select how often you wish this password to be updated
(at 30 days/60 days/90days/Never).
Change Login Name
Select the user whose password you wish to reset by typing the first few
characters of their login name and clicking “Search” to bring up a list of
valid users. Select “Edit” for the Login Name you wish to change. Enter the
new name in the “Login Name” field.
Associations
This feature enables you to select which Cost Center(s), PO Number(s),
Release(s) and Ship-To’s are associated with each user. Simply enter the Login
Name in the Select a User box and click Search to bring the Login
Name entered to the top of the list of current user list (below), and select
from one of the following four options:
- -Add Cost Center(s) to this user
- -Add PO Number(s) to this user
- -Add Release(s) to this user
- -Add Ship-to(s) to this user
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