System Administrators within an entity can update user and address information through the use of eForms within NC eProcurement. Additionally, System Administrators have the ability to reassign multiple transactions between users all at once.
For more detailed step-by-step information regarding this topic in a printable format, see the following job aid.
User Maintenance can only be accessed and completed through the Expert View of NC eProcurement. Utilizing the User Maintenance eForm, the System Administrator can perform several actions:
- Adding a User
- Updating a User
- Deleting a User
To access the User Maintenance eForm, select ‘User Maintenance eForm – State Agencies’ (for NCFS agencies) or ‘User Maintenance eForm – Public Organizations’ (for EPLite entities) from the ‘Common Actions’ portlet or the ‘Create’ menu.
Address Maintenance can only be accessed through Expert View of NC eProcurement. The Address Maintenance eForm enables System Administrators to perform several actions:
- Add an Address
- Delete an Address
- Update an Address
- Reactivate an Address
To access the Address Maintenance eForm, select ‘Address Maintenance eForm’ from the ‘Common Actions’ portlet or from the ‘Create’ menu.
System Administrators may have the ability to reassign transactions between users. This feature is particularly helpful when users do not close out their open transactions before leaving an entity or changing an entity and the user must be deleted.
There are two groups that a user must have in order to reassign transactions:
- NC Requisition Reassignment: Users belonging to this group can reassign Purchase Requisitions between users within their entity.
- NC Receipt Reassignment (NCFS Only): Users belonging to this group can reassign Receipts between users within their entity.
Each user has a unique profile with specific groups that they belong to, which informs what permissions and access that user has within NC eProcurement. The assigned groups are based on upon the individual’s job functions and their responsibilities within their entity.