Buyer users

From the Buyers (Procurement) tab, you can add, manage, and deactivate your organization's buyer users in Fairmarkit. In addition, you can send invitations, edit user preferences, and view a user's recent activity. Buyer users include users assigned to the Buyer, Supervisor, Admin, Observer, and Collaborator roles. See User roles (buyers) for more information about each role.

Access: To access these settings, you will need to be assigned to the Admin role for your organization.

Access list of users

You can access a list of buyers defined for your organization from the Administration screen.

1

From the menu, select Administration.

2

Select the Buyers tab. Procurement list

Procurement - column descriptions

Column	Description
Name	Displays the full name of the user. The user's email displays below their name
Role	Displays the user's role. For more information, see User roles (buyers).
Status	Displays the user's status. In addition, the date of their last system activity (e.g., created date, last login, last event, etc.) displays under their status.
Requests	Displays a summary status of all of their Fairmarkit events.
actions	A list of available actions for the user.

Find users

You can quickly find users through the sort, search, and filter options.

Sort users

The top of the list includes a header for each column. Click a header to sort the list by the column. Once selected, an arrow displays next to the header. Click the header again to switch the sort between ascending and descending order.

Search users

You can search for users using the Search bar. Click the Cancel button in the search bar to view the complete list again.

View active users

To filter the list to only active users, select the Active users only check box.

Add a user

1

Click Create User. The Create Procurement user window displays.

2

Enter information about the user. See Procurement user field descriptions

Procurement user field descriptions

The following outlines the fields used to define a procurement user. The *required fields are marked.

Field	Description
*	Email	Enter the user's email.
*	Role	Select the user's role. Available roles include Admin, Supervisor, Observer, Buyer, and Collaborator. For more information, see User roles (buyers).
*	First name	Enter the user's first name.
*	Last name	Enter the user's last name.
	Send invitation email immediately	Select to send an invitation to Fairmarkit to the user's email.

3

Click Create User. The user is created. If the option was selected, an invitation email is sent to the user.

Send an invitation to Fairmarkit

For users to be able to use Fairmarkit, they will need to receive an invitation to sign up. There are two ways to send an invitation to a user:

Note: If your organization uses SSO integration and it is set up to provision buyers, you will not need to send a Fairmarkit invitation to users.

• When adding a user: When you are creating a user, select the Send invitation email immediately check box.

• After adding a user: For a user's line, click actions and then select Send Invitation.

Edit a user's information

After you have created a user, you may need to edit their information.

• For a user's line, click actions and then select Edit User Info. The Edit Procurement user info window displays in edit mode.

Edit user preferences

The Edit buyer preferences window allows you to update configurations for a specific user in your organization. For more information, see Edit buyer preferences.

• For a user's line, click actions and then select Edit User Preferences. The Edit Buyer preferences window displays in edit mode.

With user status, you can control which users are active in Fairmarkit. Once deactivated, you can activate a user again, if necessary.

Update a user's status

With user status, you can control which users are active in Fairmarkit. Once deactivated, you can activate a user again, if necessary.

• Deactivate a user: For the user's line, click actions and then select Deactivate. The user is marked as Inactive and will no longer be able to create and manage events for your organization.

• Activate a user: For the user's line, click actions and then select Activate. The user is activated and will be able to create and manage events for your organization.

View a user's recent activity

With the View recent activity option, you can audit a user's activity in Fairmarkit.

1

For a user's line, click actions and then select View recent activity. The History window displays.

2

From this window you can:

• Sort: Click a header to sort the list by the column.

• Filter: Filter the list based on an action.

• Search: Search the messages in the list.

• Download Excel: Download the entire list in Microsoft Excel format.