Creating users for trading programs

Channel admin users can create users to invite team members to start using trading programs in Enable.

This article will guide you through:

1. How to navigate to user configuration
2. How to add a new user
3. Enter details
4. User preferences
5. User access settings
6. App access
7. Sending the welcome email to the new user

Looking for something else?

• Looking to add users for your customers or supplier? Click here to learn how to invite collaborators to view trading programs.
• Looking to add users for special pricing agreements rather than trading programs? Click here to learn how to add users for a SPAs channel.

Users are located within the Config area of the Trading programs app.

Channel admin users will have access to the Config area and user management within Enable. If you require additional help, please reach out to our support team here.

To navigate to user configuration:

Step 1: Click on Config in the green banner at the top of the page.

Step 2: Click on Users in the drop-down menu. You will automatically be navigated to Users within the Config area.

To add a new user, click on the + button. The Enter details panel will automatically be displayed on the right. Continue to populate the details explained in the sections below.

• Email address: Enter the user’s email address, ensuring no spaces are added before or after the email address. Then click Next to automatically display the remaining settings.

Note: If you use an external single sign-on (SSO) identity provider to log into Enable (as opposed to an Enable account), you must additionally add the new user's first name and surname.

• User language: Select from the languages currently supported by Enable. Interested in using a different user language? Please let us know by raising feedback with our product team here.
• Number display format: Select an option to determine how numbers are displayed in Enable for the user, including in CSV files (e.g. transaction files).

Depending on the features enabled for your channel, you can set user access settings on a per-user level. The options available can include:

• Channel admin: Set the checkbox to allow the user to access the Config menu. Channel admin users have the ability to manage users, manually import data, review transaction reconciliation reports, and more. Learn more about channel admin access areas for managing data here and managing users here.
• Permitted program line types: Only displays when the Channel admin checkbox is clear. Select an option to allow the user to access program lines for permitted types only. If using Selected program line types, the program line types must be selected via the ☰ icon.
• Can set accrual bands: Set the checkbox to allow the user to manually set accrual bands for targeted program lines.
• Workflow emails opt out: Set the checkbox to turn off email notifications for the user for automatic approval workflow.
• Can access deals: Set the checkbox to allow the user to access special pricing agreements (SPAs). This is required for SPAs channel users. Learn more about user access settings for SPAs here.
• Can access promotions: Set the checkbox to allow the user to access to the promotions app.

Interested in a setting listed above but don’t have the option available? Reach out to our support team here.

Depending on the additional features enabled for your channel, you can set app access on a per-user level. The options available can include:

• Executive Dashboard: Set the checkbox to allow the user to access Executive dashboard, to view and analyze program performance, opportunities and renewal timelines.
• Forecasting: Set the checkbox to allow the user to access Forecasting, to view and analyze forecasted turnover using seasonality.
• Can edit forecasts: Set the checkbox to allow the user to edit forecasts for individual program lines.
• Inventory: Set the checkbox to allow the user to access Inventory rebate accounting, to view and analyze rebate earned at the point of sale.
• Pricing: Set the checkbox to allow the user to access Pricing, to view and manage price lists for dimension items.
• Progress tracker: Set the checkbox to allow the user to access Progress tracker, to view and analyze progress as well as opportunities for tiered program lines.
• Snapshots: Set the checkbox to allow the user to access Snapshots, to view and generate auditable exports of finance data.
• Watchlist: Set the checkbox to allow the user to access Watchlist, to identify risks and opportunities for tiered program lines.

Interested in an app listed above but don’t have the option available? Please reach out to your Customer Success Manager to discuss further, or contact our support team here.

This section only displays when the Executive Dashboard checkbox is set within App access.

• ‘View By' filter access: Select Full to provide the user with an overall view of executive dashboard, including data associated with all trading partners. Select Individual to provide the user with a personal view of executive dashboard, only viewing data associated with the trading partners the user is mapped to.

Once the above settings have been selected, click the Save button to create the user.

Click the Send welcome email button for your user to be invited to use Enable. Note: Your new user will not have access until this email is sent.

The team member will then receive an email from Enable inviting them to start using the platform. They will be required to click on the URL provided and if they do not already have an account with Enable, set the details for their account.

For users who have already been sent a welcome email, the Send welcome email button will be disabled. Need a welcome email to be resent? Please reach out to our support team here.

What’s next?

Now that you have created your user, click here to learn how to set their access permissions.