Summary:

We receive customer inquires related to user management in AP administration site, including users, user groups, user roles and user rights.

This article can be used as guideline when you

• Want to add or remove a user as administrator in your organization unit
• Deactivate certain user when they leave the company

 

We recommend the customer’s system administrator users be the ones who do the user management related changes.  We try not to touch the customer’s user management related in especially your live Production environment.

Make sure:

• If you are the system admin user, please continue to the Instructions section
• If you are not the system admin user who wants to request user management related changes, please contact your system admin user(s).
• If you have any other inquiries related to users, welcome to contact Basware Support.

Instructions:

Below actions can only be performed by a System Administrator user in your organization units.

1) How to verify who are current System admins?  

You can go to System Users tab and check who are the Administrators. 

There is the organization tree.

You might find different users when you select different administrative site.

 

2) Want to add or remove a user as administrator in your organization unit

1. How to add a new user to be administrator?

Customer System admin users are able to assign users as administrators for each administrative site.

• Check which is the home organization of this new user who you want to assign as administrator.

• Browse to the System Users tab

1. • Choose Administrators screen
   • Select the same Home organization for the user where to place him as the administrator. If you don’t make the selection, the user might be assigned to a wrong level of organization unit.
   • Click Grant Administrator Status
   • Select the correct User and click Ok button

• Assign the proper user rights. 
  
  

There are three types of rights.

• • Administration: for access the AP administration application and manage the content there.
    
    

• • Business Configurations: Users with business configuration rights can manage Basware P2P modules with Configuration Tool.
    

• • System Configurations: System-level configuration user rights have effect on the whole Basware P2P system.

If you have already one administrator profile existed in the system which you want to clone to the new user, you can compare the user rights from the above three tabs and assign the same user rights to the new user.

2 How to delete an administrator?

Go to the organization unit where the user was assigned to be administrator. And select the user, the “Delete Administrator Status” button is enabled. Click on it to remove the user from Administrator.

3) Deactivate certain user when they leave the company

1.  It is important to deactivate the user after they have left the company or no need to access the Basware AP & P application.  
2. Please find the user from AP administration Users tab and then uncheck the checkbox “Login allowed”.
3. Save the change.