Occasionally the Admin might need to be able to see a particular matter from other's perspective and maybe even make a few adjustments to help them see better. Manage Buyer Settings allows the Admin the opportunity to do just that! With these feature Admins can view the user accounts for their buyers and viewers in SourceDay, set required password changes, deactivate accounts, and impersonate accounts.
How Do I Do It?
Click on your name dropdown in the upper right-hand corner, click Account Settings, then select Manage Buyer Settings option on the left side of the screen.
Admins can force a required password change for all users and control the frequency for password expiration from 1, 3, or 6 months. Admins can also determine when users are auto-logged out.
Review the list of your active buyers and viewers that have been enabled for SourceDay. There are a few powerful Actions available here for Admins (see below for discussion).
User Name - User name as it appears in SourceDay
ERP Buyer Name - Buyer name as it appears in the ERP
Email - User email address for the user's account and login
Status - Active or Inactive
Roles - Current roles for the user (member, viewer, quality, owner, primary)
Created - Date and time the user account was created in SourceDay
Last Login - Date and time of the last login by the user in SourceDay
Sites - Click to enable access to multiple sites (if using)
Buyers List Actions
At the end of the user row is a drop down menu of Admin Actions. Admins can Deactivate a buyer or Reactive a buyer, Mange the buyer's Role, or Switch Account.
Click the Reactivate button to reactivate a previously deactivated account. This will allow that user to access their account and receive notifications. Click the Deactivate button to deactivate a current user account. This will prevent the selected user from accessing their account and receiving notifications.
Click the Edit License to change a role from member or owner or viewer. Please reach out to your Customer Account Manager to ensure you have the available purchased licenses.
This allows an Admin to login and impersonate another user in SourceDay. This powerful action is helpful for Admins to set up the buyer's account, dashboard, or help education new users.
1) Click on the Switch Account button to see SourceDay exactly how the selected user views the platform
2) View and take actions under that user or adjust their account settings.
3) Click on the user's name in the top right-hand corner
4) Select Switch Back to return to the Manage Buyer Settings
Manage Buyer Settings