Managing Users: International (formerly Navistar)

KB Article #1262

Administrators can use the Manage Users feature to:

• Create logins for counterpersons
• Assign Power User functionality to a user
• Reset a user's password
• Delete a user
• Modify a user account or contact information.

Notes:

• If a username or email address is already in use, it cannot be used again. 
• A deleted username cannot be reused.
• Once an account is deleted, it cannot be undone. Be sure to reassign orders to a new salesperson to ensure they are processed. 
• User management functions are managed by International/IC Bus. Contact the International help desk for dealer technical support: 1-800-527-7879, option 1.

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Click an option below to get started:

• To add a new user:

  1. Click Application Setup. Note: Application Setup is not available in all OEC solutions.
     
  2. From the Application Setup window, click Manage Users from the options on the left-hand side of the window.
     
  3. Select Create a New User from the I want to drop-down.
     
  4. From the Account Details section, type the Username. Note: Usernames cannot have spaces or use special characters (such as !,@,#,$, and %).
     
  5. Click Check Availability to verify the Username has not been used previously. A green check ()will display if the Username is available. If a red X () displays, try another username. Note: Usernames that were deleted and usernames already in use cannot be used again. 
  6. Type the user's email address in the provided field.
     
  7. Click Check Availability to verify the email has not been used previously. A green check () will display if the email address is available. If a red X () displays, enter a different email address.
  8. Type the user's First Name and Last Name in the provided fields. (These are required fields.)
     
  9. Type the user's Phone number in the provided field. (This is a required field.)
     
  10. The following additional details can be added:
      • Title
      • DMS Counter Person ID
      • Mobile
      • Fax
  11. If desired, you can make this user a Power User. (CollisionLink and RepairLink users only). Power Users will be able to see all orders (regardless of salesperson) on the Overview, but will not be able to access the administrator functions of the application. Click the drop-down and select the solution--CollisionLink or RepairLink--you want the user to be a power user for. Note: Only one user can be assigned the power user role for each solution.
  12. Click Save. A confirmation message will display and an email will be sent to the new user with their username, a temporary password, and a link to OEC. (Click here for more information on completing the new account setup.)
  13. To ensure the new user has access to transactions from the shops they support, be sure to update the appropriate trading partners:
      • To update CollisionLink trading partners...
      • To update RepairLink trading partners...
  14. When finished, click the Back button at the top of the left-hand navigation menu to close.
      
      

• To modify an existing user's account:

  1. Click Application Setup from the left-hand navigation menu.
     
  2. Click Manage Users from the options on the left-hand side of the window.
     
  3. Select Edit an Existing User from the I want to drop-down.
     
  4. Find and select the desired user from the User drop-down.
     
  5. In the Account Details section, click in the desired field to change any of the following fields:
     
     
     • E-mail: Type in the user's current email address. Click the Check Availability link to ensure the email address is not being utilized.
     • First Name
     • Last Name
     • Title
     • DMS Counter Person ID: The DMS Counter Person ID is used to identify the salesperson/counter person ID used when creating a quote.
  6. In the Contact Numbers section, click in the desired field to add/change the user's Phone, Fax, or Mobile numbers.  
     
  7. Click the Save button when complete.
  8. When finished, click the Back button at the top of the left-hand navigation menu to close.
     
     

• Important: Once an account is deleted, it cannot be undone. Be sure to reassign orders to a new salesperson to ensure they are processed.

  To delete an existing user:

  1. From any OEC tab, click Application Setup.
     
  2. From Application Setup, click Manage Users.
     
  3. Select Edit an Existing User from the I want to drop-down.
     
  4. Find and select the desired user from the User drop-down. Note: Once a user is deleted, they will no longer show in the list of users.
     
  5. Click Delete User.
     
  6. A confirmation message will display, indicating the user has been successfully deleted. If this user has been selected as a primary or backup salesperson for a Trading Partner, you will need to assign a new salesperson.
  7. When finished, click the Back button at the top of the left-hand navigation menu to close.

• To reset an existing user's password:

  1. From any OEC tab, click Application Setup.
     
  2. From the Application Setup window, click Manage Users from the options on the left-hand side of the window.
     
  3. Select Edit an Existing User from the I want to drop-down.
     
  4. Find and select the correct user from the User drop-down.
     
  5. In the Account Details section, verify the email address shown in the E-mail field or type in the user's current email address if it needs to be updated. Note: A reset password notification will be sent to the email address shown here.
  6. From the Reset Password section, click the Reset Now link. A confirmation message will display, and an email will be sent to the user with instructions to reset the password.
  7. When finished, click the Back button at the top of the left-hand navigation menu to close.