How to Manage Security

The Security page enables users with designated roles to manage account details within the portal. Two distinct user roles are supported:

Customer Admin: This role provides full administrative access, including the ability to:

• Create and submit orders.
• Add, edit, or deactivate other users.
• Manage user roles and account statuses within the portal.

Customer: This role allows the user to:

• Create and submit orders.
• View and update their own account information.

Note: Customer does not have access to manage or modify other User accounts.

NDA Admin Role: The NDA Admin role is granted full administrative access within the portal. This role is intended for those responsible for managing accounts, orders, and user activity. NDA Admins can:

• Create and submit orders
• Manage customers and product listings and contract pricing of the products
• Add, edit, lock, or deactivate other users
• Assign user roles and manage account statuses

NDA User : This role allows the user to:

• Create and submit orders for customers.
• View and update their own account information.

Note: NDA User does not have access to manage or modify other user accounts. The User cannot also modify the Products listing, Customers details.

Managing Users as a Customer Admin

The Customer Admin has the permission to create and manage user accounts. When creating a new user, the Customer Admin is required to enter the following information:

• Username (or email address)
• First and last name
• Assigned role (Customer Admin or Customer)
• Password

In addition to creating new users, the Customer Admin can also update account details for existing users. This includes:

• Changing the User's role (e.g., from Customer to Customer Admin, and vice versa)
• Editing names and email addresses
• Activating or deactivating user accounts
• Locking a User's account (through the Lock User option)

However, the Customer Admin cannot change another user's password or Customer Code. It’s important to note that each user is responsible for managing their own password securely.

 Managing Users as an NDA Admin

NDA Admins have the authority to create, edit, and deactivate user accounts within the portal. When creating a new user, the following details must be provided:

• Username (or email address)
• First and last name
• Assigned role (NDA Admin, NDA User, or Customer Admin)
• Password

NDA Admin can also manage existing accounts with the following functions:

• Change a user’s role (e.g., from NDA User to NDA Admin and vice versa)
• Update names and email addresses
• Activate or deactivate user accounts
• Lock a user account (to restrict portal access without deactivating it)