As a Buyer with an Application Administrator role in the PIM application, you can manage users and groups in PIM. To learn more about navigating the Buyer portal and dashboard, click here.
User Management
The Application Administrator can change a user’s role and deactivate a user’s access to the PIM application.
2. Click the Tools icon next to the desired user.
3. From the User Management window, modify the user’s role, including your own, if necessary.
4. Click Update.
NOTE: If you change a user’s role to Standard User, they lose administrative privileges within PIM. If you deselect the Active checkbox, the user no longer has access to PIM after they log into their MAG account.
Groups
As an Application Administrator you can create Groups (which can be set to Public or Private). Groups are a collection of Suppliers invited to complete a form. Groups help simplify viewing Supplier information. For example, if you are purchasing parts to build an airplane wing and have 35 Suppliers providing airplane wing parts, you can include these Suppliers in a single group. You can also create reports using a specific Group.
Group Types
– Viewable to all users in the organization, regardless of user role.
– Managed by any Application Administrator in the organization.
– All PIM Users in the organization can clone, regardless of user role.
– Viewable by the user who created the group and all Application Administrators in the organization.
– Cloned by the user who created the group and/or all Application Administrators in the organization.
– Only the user who created the group can manage.
Create Group
Navigate to the Groups tab on your Organization Profile page.
2. From the Add Group dialog box, enter a Group Name and Description (optional) on the Details tab.
3. To add the desired Supplier Organizations via the Members tab, use the Search box.
NOTE: As you begin to type, the system displays matching results or enter the space bar to view a list of all Suppliers your organization is doing business with.
4. Select the checkbox next to each desired Supplier or click the Select All button to select all displayed suppliers. Click the Add button.
View Group
2. The View Group dialogue box displays the Details tab, including the Group’s name and description. Click the Members tab to view Suppliers included in this Group.
NOTE: If you have permission to manage the group the Edit button is active.
3. Once you are done viewing the Group, click Cancel.
Export ALL Groups
This process allows you to export an Excel list of all groups displayed in your list. Begin this process by navigating to the Groups tab on your Organization Profile page.
2. The system downloads the list of groups displayed to an Excel file. Choose to Open or Save.
Export Supplier List from Group
This process allows you to create an Excel list of Suppliers in a single group. Begin this process by navigating to the Groups tab on your Organization Profile page.
2. The View Group dialogue box displays. Navigate to the Members tab and click the Export to Excel button.
3. The system downloads the list of all organizations in that specific group to an Excel file. Choose to Open or Save.
Clone Group
Cloning groups allows you to copy an existing group to use as a base for a new group. Begin this process by navigating to the Groups tab on your Organization Profile page.
2. In the Clone Group dialogue box, on the Details tab, review or edit the following information:
– Group Name
– Group Description
– Access Type (only Application Administrators can change this option)
3. Navigate to the Members tab to add or remove organizations from the Group clone.
NOTE: If you choose to remove an organization, a confirmation message displays. Click OK.
4. Once you complete all desired changes, click Save.