User Management

The EDI Service Console allows you to add users to your EDI subscription. You must be an EDI subscription administrator in order to manage users for your subscription. The initial user account that you created in the process of configuring your EDI subscription was automatically granted the EDI subscription administrator role.

To manage users for your EDI subscription, navigate to the "Manage Users" page.

Role-Based Access Control

You can manage individual users' access by assigning roles to them. A user without any role assigned will be able to sign into the EDI Service Console, but will not be able to access any of its features.

Users can be assigned the following roles.

Administrator

A user who has the administrator role assigned can do anything that the other roles allow as well as manage users. The administrator role can only be revoked by another administrator.

Subscription Manager

This role allows a user to subscribe to EDI Offerings, unsubscribe from EDI Offerings (even those started by other users), and view the fullfilment status of all EDI Offerings (started by any user).

Subscription Reader

This role allows a user to view the fullfilment status of all EDI Offering subscriptions in your organization.

Billing Reader

This role allows a user to view billing details for all the EDI Offerings that users in your organization have subscribed to.

Adding Users

To add users, as an EDI subscription administrator, navigate to the Manage Users page, and click the "Add User" button. In the panel that appears, enter the new user's email address, any other relevant details, and select roles you wish to assign to this new user. Click "Create User".

After the operation completes, the new user will receive a welcome email with instructions on how to sign in to the EDI Service Console.

Managing Users

As an EDI subscription administrator, you can use the Manage Users page to edit users' details, such as name and job title, as well as manage users' roles. You can use the Search bar to search for specific users. Click on "Edit" next to a user's name to manage their details and associated roles.

Changes to a user's assigned roles take effect once the user signs out and signs back in or once the user's access token is refreshed (by default once an hour), whichever occurs first.

Removing Users

To remove a user, click on "Delete" next to a user's name.

The user's access will be revoked once the user signs out or once the user's access token is refreshed (by default once an hour), whichever occurs first.