EC Admin Functionality Enhancements December 2001 Release .

EC Admin Functionality EnhancementsEC Admin Functionality Enhancements

December 2001 ReleaseDecember 2001 Release

www.techdata.comwww.techdata.comwww.techdata.comwww.techdata.com

December 2001 -

ForewordForeword

Please review this presentation to learn how Tech Please review this presentation to learn how Tech Data has enhanced the functionality of the Data has enhanced the functionality of the EC EC AdminAdmin Tools. We are confident that your interaction Tools. We are confident that your interaction with our Web site will be easier, more secure and with our Web site will be easier, more secure and more tailored to your business and professional more tailored to your business and professional needs.needs.

Should you have questions, contact our EC Help Should you have questions, contact our EC Help Desk at Desk at [email protected]@techdata.com or call EC Support or call EC Support at at 800-222-7926800-222-7926..

December 2001 -

Table of ContentsTable of Contents

New featuresNew features……………………………………………….……………………………………………….

55 AdvantagesAdvantages………………………………………………...6………………………………………………...6 EC User TypesEC User Types…………………………………….……….8…………………………………….……….8 Look-and-feelLook-and-feel……………………………………………..13……………………………………………..13 How to use the functionalityHow to use the functionality…………………….…………………….

……..16……..16

December 2001 -

EC AdminEC Admin Summary Summary

You can directly update the following information in You can directly update the following information in realtime at www.techdata.comrealtime at www.techdata.com Personal profile informationPersonal profile information Account informationAccount information Shipping addressesShipping addresses

You can now add, maintain and delete EC User You can now add, maintain and delete EC User Accounts without depending on the EC Help DeskAccounts without depending on the EC Help Desk

December 2001 -

New FeaturesNew Features

Master UserMaster User and and Admin UserAdmin User roles can now perform roles can now perform the following user maintenance:the following user maintenance: Delete Delete Non-EC usersNon-EC users from the system view from the system view Remove the EC access rights from users, who will Remove the EC access rights from users, who will

thereafter have Non-EC access rights thereafter have Non-EC access rights

December 2001 -

AdvantagesAdvantages

The system provides greater account

security and more flexibility.

The system provides greater account

security and more flexibility.

You can add, maintain, and delete users without delay and with confidence anytime you want.

You can add, maintain, and delete users without delay and with confidence anytime you want.

Changes you make to your account take place immediately.

Changes you make to your account take place immediately.

You gain independence and

control over managing your

account information.

You gain independence and

control over managing your

account information.

It’s easy and safe to assign and manage

access rights for each user or for a

group of users.

It’s easy and safe to assign and manage

access rights for each user or for a

group of users.

December 2001 -

What does EC User Administration mean? What does EC User Administration mean?

You can now provide access to www.techdata.com and You can now provide access to www.techdata.com and TDonline to individuals within your organizationTDonline to individuals within your organization

You can decide which access rights you want to assign You can decide which access rights you want to assign to which employeesto which employees Admin rights (add, edit and delete EC User Accounts, Admin rights (add, edit and delete EC User Accounts,

maintain passwords, etc.)maintain passwords, etc.) Catalog view rights only (create and save quotes)Catalog view rights only (create and save quotes) Purchasing rights (create purchase orders)Purchasing rights (create purchase orders) Track order status (order inquiry)Track order status (order inquiry)

You can make changes to the EC User Accounts and You can make changes to the EC User Accounts and easily maintain their access rightseasily maintain their access rights

December 2001 -

EC User TypesEC User Types

Master User

Group View User

Admin User

Administration of Administration of users, account info users, account info

and passwords. View and passwords. View and order from catalogand order from catalog

View catalog View catalog and update and update

personal infopersonal info

Update Update personal Info personal Info

and password; and password; view and view and order from order from

catalogcatalog

Same rights Same rights as Master as Master

User except User except cannot edit or cannot edit or delete Admin delete Admin

UsersUsers

Generic ID and Generic ID and passwordpassword

Contact Type MContact Type M

Contact Type AContact Type A

Contact Type CContact Type C

Account User

Group ID

Contact Type PContact Type P

Contact Type CContact Type C

December 2001 -

Master UserMaster User

Signs the EC Account Agreement or is the oldest Signs the EC Account Agreement or is the oldest active Master User record in our filesactive Master User record in our files Only one Master User per accountOnly one Master User per account

Rights Rights Add, edit, remove and delete Add, edit, remove and delete

Admin UsersAdmin Users Account UsersAccount Users Group IDsGroup IDs

Change their own passwords, as well as those for Admin, Change their own passwords, as well as those for Admin, Account Users and Group IDsAccount Users and Group IDs

Change EC Account informationChange EC Account information Purchase productsPurchase products Update personal profile informationUpdate personal profile information View catalogView catalog

December 2001 -

Admin UsersAdmin Users

Maintain your company’s EC Account Maintain your company’s EC Account Information and User AccountsInformation and User Accounts You can have one or more Admin UsersYou can have one or more Admin Users

RightsRights Identical to the Master User, EXCEPT Identical to the Master User, EXCEPT

Cannot remove or edit another Admin UserCannot remove or edit another Admin User Cannot change another Admin User’s passwordCannot change another Admin User’s password

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Account UsersAccount Users

Function as purchasing agentsFunction as purchasing agents You can have one or more Account UsersYou can have one or more Account Users

RightsRights Purchase productsPurchase products Update personal profile information and Update personal profile information and

personal passwordpersonal password View catalogView catalog

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Group ID/Group View UsersGroup ID/Group View Users

Group ID is a generic ID & password that can be circulated Group ID is a generic ID & password that can be circulated within your company and shared by multiple userswithin your company and shared by multiple users

When first-time users log in with the generic Group ID and When first-time users log in with the generic Group ID and password, they are requested to convert themselves into password, they are requested to convert themselves into Group View UsersGroup View Users

Group View UsersGroup View Users View but do not purchaseView but do not purchase Have unique IDs but share the same passwordHave unique IDs but share the same password Can only be created by logging in with the generic Group ID Can only be created by logging in with the generic Group ID

and passwordand password Rights Rights

Update personal profile informationUpdate personal profile information View catalogView catalog

December 2001 -

EC AdminEC Admin Look-and-feel Look-and-feel

View Bar

View Bar

Screen BarScreen Bar

Form and List Applets

Form and List Applets

Top: the Screen Bar drives the Views on the View Bar Left: the View Bar drives the Form and List Applets

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Where to find the Where to find the EC AdminEC Admin site site

You can click on the ECAdmin link here

You can click on the ECAdmin link here

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You can also find it hereYou can also find it here

You can find a detailed description of the new

functionality in this section

You can find a detailed description of the new

functionality in this section

Click the EC Admin link under

“Quick Links”

Click the EC Admin link under

“Quick Links”

December 2001 -

How to use the functionalityHow to use the functionality

This is yourEC Admin Home/ Welcome Screen

This is where you update your

Account Information

This is where you update your Personal

Information

This is where you do your

EC User Account Administration

This is where you Change

Your Password

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Updating Updating Account ProfileAccount Profile information informationSelect Account Profile from the

Screen Bar

Click Edit to update your

account information

December 2001 -

Sold ToSold To and and Bill ToBill To Addresses Addresses

SOLD TO ADDRESS andBILL TO ADDRESS are

“view-only” fields.

To update them, you must send a letter to Tech Data’s

Credit Department

December 2001 -

Updating Updating Ship ToShip To Addresses Addresses

Select Account Profile from the

Screen Bar

Update Ship To Addresses here

New Edit Delete

December 2001 -

Updating Updating Personal ProfilePersonal Profile information informationSelect

Personal Profile from the Screen Bar. Click Edit to

update your Personal Profile

information.

December 2001 -

Administering EC User AccountsAdministering EC User Accounts

Select User Administration from the Screen Bar.You can select from a

variety of Views displayed on the View Bar,

depending on the EC User Group you want to

maintain.

December 2001 -

Click Non EC Users

from the View Bar.

Select the desired User from the List Applet and

click on the Make Admin User

arrow to convert into an Admin User.

Select the desired User from the List

Applet and click on Make Account User

arrow to convert into an Account User.

If the User you are looking for does not appear on this list (remember to scroll all the way down first), you can create a new user by clicking on the “New” button under the “Admin

User”, “Account User”, or “Group View User” Views

Converting Non-EC Users to EC UsersConverting Non-EC Users to EC Users

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Deleting Non-EC Users from System AccessDeleting Non-EC Users from System Access

Delete this userfrom system access by

clicking on the Delete ‘x’.

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Determining User Type for existing EC UsersDetermining User Type for existing EC Users

You can determine the User Type of each EC User by looking at

the “Contact Type” column.

• M = Master User• A = Admin User• C = Account User/Group ID• P = Group View User

Click EC Users from the View

Bar.

December 2001 -

Changing rights for existing EC UsersChanging rights for existing EC Users

Select the desired User Type from the

View Bar.Click on the Edit or

Make Non-ECicons to change

User rights.

Click on New to create a new Admin User who does not

appear in the “Non EC Users” list.

December 2001 -

Creating a Group IDCreating a Group ID

Select the Account Users/Group IDs View from the View Bar.

Click on New to create a new

Group ID.

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Creating a Group ID (cont’d)Creating a Group ID (cont’d)

Check the Group Id

checkbox.

Fill out the required fields.

December 2001 -

Obtaining the Group ID and PasswordObtaining the Group ID and Password

Once the Group ID and password are created, you

need to make a note of them so you can

distribute them to the group members.

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Logging in for the first time with the Group IDLogging in for the first time with the Group ID

When Group View Users log in for the first time with the generic Group ID and password, they must click on the

EC Admin link on the Home Page of www.techdata.com.

That will take them to this welcome screen.

Click on the User Administration

link.

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Converting yourself to a Group View UserConverting yourself to a Group View User

Find your name on this list and click on

the “Make Group View User” arrow.

December 2001 -

Note your new ID and PasswordNote your new ID and Password

Be sure to note your unique Group View User ID

and generic password.

You will need these the next time you log on to

www.techdata.com.

December 2001 -

Changing your PasswordChanging your Password

Click on Password on the

Screen Bar

EC Admin Functionality Enhancements December 2001 Release .

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