To add a new ‘User’ click the ‘Add New User’ button.
Enter in all the required information into the appropriate fields provided. Once complete click the ‘Add This User’ button or ‘Add & Notify This User’ to create the new user & email their login details. It is recommended when adding a new user that you select ‘Add & Notify This User’.
If you are having difficulty deciding which access level is most appropriate to allocate a user, please refer to the below list of access levels & functions each can perform.
View Only – can only view online catalogue, cannot place orders.
Normal User – Place orders only
Approval Only – Approve orders only, cannot place orders.
Administrator Approval – Place orders and approve orders
Administrator Maintenance – Place orders, add/edit COSnet users, cost centres & delivery locations.
Administrator Unrestricted – Place orders, approve orders, add/edit COSnet users, cost centres & delivery locations, view and track all current orders for all users.
Superuser – Place orders, approve orders, add/edit COSnet users and cost centres, view and track all current orders for all users, receive a copy of all orders placed above a stipulated $ value.
Start by finding the user you wish to edit by either scrolling through your list of current users or by using the search bar located at the top of the page. Once you have found the user you wish to edit click on the ‘Edit’ icon.
This will take you to the ‘Edit User’ page. Exactly like adding a new user, enter in the details you wish to change and click the ‘Update This User’ button located at the bottom of the page to complete.
Like editing a user you will first need to find the user you wish to delete. Once you have found the user, click on the trash bin icon.
This will take you to a new page, scroll to the bottom of the page & click on the ‘Delete This User’ button. In the event the user is an approver or the owner of any company lists, a pop up will appear asking you to select an alternative user to transfer the data too.
Once alternate user has been selected click the ‘Ok’ button to complete action.
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