Contractor Sourcing Contractor Sourcing Application (CSA) TrainingApplication (CSA) Training

Setting up CSA user access by Guest Setting up CSA user access by Guest Company Coordinator (GCC)Company Coordinator (GCC)

August 2009August 2009

AgendaAgenda

CSA CSA User AccessUser AccessGuest Company Coordinator (GCC) Guest Company Coordinator (GCC) process for requesting additional user process for requesting additional user access for CSAaccess for CSAScreen shots of the process stepsScreen shots of the process steps

CSA User AccessCSA User Access

IBM Procurement will setup one supplier user as the CSA Guest IBM Procurement will setup one supplier user as the CSA Guest Company Coordinator (GCC). Company Coordinator (GCC).

The GCC contact information will be identified by the supplier aThe GCC contact information will be identified by the supplier and nd provided to IBM Procurement.provided to IBM Procurement.

Upon the completion of setting up the Upon the completion of setting up the GCCGCC’’ss user access, the GCC user access, the GCC will have the authority and responsibility to manage all additiowill have the authority and responsibility to manage all additional nal user access in their company. This includes all additions, changuser access in their company. This includes all additions, changes, es, or deletions of user access. The GCC also has the ability to vieor deletions of user access. The GCC also has the ability to view and w and respond to all CSA requests. respond to all CSA requests.

There is also a regular user role which can access all CSA requeThere is also a regular user role which can access all CSA request st and respond to all requests just like a GCC but they do not haveand respond to all requests just like a GCC but they do not haveauthority to request access for another userauthority to request access for another user

A GCC can grant a user the GCC role or a regular user roleA GCC can grant a user the GCC role or a regular user role

CSA User AccessCSA User Access

Emails will be sent to all supplier users unless they have electEmails will be sent to all supplier users unless they have elected not ed not to receive emails based on their user profile email setting.to receive emails based on their user profile email setting.

IBM will maintain records for one GCC for each supplier. If thisIBM will maintain records for one GCC for each supplier. If this GCC GCC contact is replaced, please contact the help desk to advise of tcontact is replaced, please contact the help desk to advise of the he replacement GCC so that we can initiate the update.replacement GCC so that we can initiate the update.

The Procurement Application Support Center can provide assistancThe Procurement Application Support Center can provide assistance e to suppliers on how to grant access.to suppliers on how to grant access.

Process for GCC to request access for Process for GCC to request access for additional usersadditional users

The new users need to first register for an IBM The new users need to first register for an IBM useriduserid at at IBM Supply Portal. IBM Supply Portal.

www.ibm.com/procurement/esiwww.ibm.com/procurement/esiClick on First time user: “Register “ linkClick on First time user: “Register “ linkComplete all required information on the registration pageComplete all required information on the registration page

Once registered, provide all the information entered in Once registered, provide all the information entered in the registration process to the GCC.the registration process to the GCC.The GCC can proceed to request CSA access for the The GCC can proceed to request CSA access for the new new useriduserid through the IBM Supply Portal website.through the IBM Supply Portal website.GCC needs to log into GCC needs to log into www.ibm.com/procurement/esiwww.ibm.com/procurement/esiClick on “New user app enrollment” under User functions section of My Portal My Function.

Create new user requestCreate new user request

Create new user requestCreate new user request

Create new user requestCreate new user request

Create new user requestCreate new user request

Create new user requestCreate new user request

Create new user requestCreate new user request

Create new user requestCreate new user request

Submit new user requestSubmit new user request

Submit new user requestSubmit new user request

Supplier user’s eSupplier user’s e--mail profile preference settingmail profile preference settingSuppliers will have 3 options to set the email indicator for hanSuppliers will have 3 options to set the email indicator for handling CSA dling CSA emails. The email indicator can be set to either Yes or No.emails. The email indicator can be set to either Yes or No.All updates for email setting must be done via IBM Supply portalAll updates for email setting must be done via IBM Supply portal and not and not within CSAwithin CSA

OptionOption Who can Who can use this use this optionoption

CommentsComments

1. New user app 1. New user app enrollmentenrollment

Guest Guest Company Company coordinator coordinator (GCC) only (GCC) only

GCC will use this option to grant CSA access GCC will use this option to grant CSA access to a new user who has not been set up for any to a new user who has not been set up for any IBM application and CSA is the first application IBM application and CSA is the first application they are being setup for.they are being setup for.

Note: If the new CSA user already has Note: If the new CSA user already has access for another IBM application ( WOI / access for another IBM application ( WOI / ESI, etc), then the GCC needs to use Request ESI, etc), then the GCC needs to use Request app access option to get the user setup for app access option to get the user setup for CSA ( see option 3 below). CSA ( see option 3 below).

Supplier user’s eSupplier user’s e--mail profile preference settingmail profile preference setting

OptionOption Who can use this Who can use this optionoption

CommentsComments

2. Modify 2. Modify app accessapp access

Any user that has Any user that has been granted been granted CSA access CSA access already already (including GCC)(including GCC)

GCC can use this option to change email GCC can use this option to change email preference for any user in their company preference for any user in their company besides themselvesbesides themselves

NonNon--GCC users can also update their GCC users can also update their own preferenceown preference

Supplier user’s eSupplier user’s e--mail profile preference settingmail profile preference setting

OptionOption Who can use this Who can use this optionoption

CommentsComments

3. Request 3. Request app access app access

Any user that Any user that already has already has access to an IBM access to an IBM application, application, (including GCC) (including GCC)

GCC should use this option to request GCC should use this option to request CSA access for a user that already has CSA access for a user that already has access to other IBM applicationsaccess to other IBM applications

Individual users can use this option to Individual users can use this option to request access for themselves for other request access for themselves for other applications that is available in the drop applications that is available in the drop down list. (If they don’t see a particular down list. (If they don’t see a particular application in the drop down list, it means application in the drop down list, it means they either have access to the application they either have access to the application or they are not authorized to get access or they are not authorized to get access and will have to check with their GCC. and will have to check with their GCC.

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots