Introduction
Now that NegometrixPortal is part of Mercell Source-to-Contract, there are changes in design and working methods. This includes creating and managing colleagues.
In this document, we will guide you step by step through this method.
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Organization settings
Colleagues
User rights
Address Book – Classic
User reports
Organization settings
As an administrator, you can make changes in the organizational domain, such as changing colleagues or templates, in the Organization settings overview. You can access this menu by going to the Organization settings button at the bottom left of Mercell Source-to-Contract. In the new screen, under Organization you will find the options Organization profile, Colleagues, User rights, LicensesLicences[LG1], Templates and Documents. In this document, we only cover the functions necessary for managing users. Some options may differ depending on if the account is that of a buyer or supplier.
Other functions that you find on this page serve to set up the modules. These have not been changed.
Colleagues
As an administrator of an organization, you have the right to add colleagues to the organization. The administrator can also grant this right (called: Manage colleagues) to other colleagues.
Add colleague
The organization administrator can send an invitation to colleagues who already have a profile and to those who do not yet have a Mercell Source-to-Contract profile.
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The colleague receives an email from sender noreply@negometrixnoreply@s2c-mercell.com to register. The link in this email is valid for two months.
Change contact person
You can recognize by the yellow star icon when someone is the contact person of the organization. You can change this in the following way. This is only possible if you are an administrator of the organization.
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Only one person can be the contact person. You must be an administrator to edit this in the organization profile.
Block colleague
If a colleague leaves the organization, the administrator can block the person's profile. This means that you can no longer log in with that account.
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Grant User Rights
Perhaps the biggest most significant difference from before is the granting of user rights. Where in the old situation this happened at user level, the way of thinking has now been reversed and you add a colleague to the right they need. This way you have a clear overview per user right of which colleagues have been added.
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Go to User permissions on the left side of the menu. Here you will see an overview of the different groups.
Click New to create a new user group.
Here you can give the group a name, add users and indicate what rights this group should have.
To complete it, click Save
Address Book - Classic
When you use User Groups or Colleague Groups, you still set them up in the Classic environment.
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The method for managing User Groups or Collector Groups has not changed.
ADJUST CONTENT-User reports
In User reports you can add colleagues to the Standard group worksheet. This is the colleague group that is managed in the Classic environment.
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