The User Page gives you the ability to manage the account-specific information in the system. Here, you can modify personal details, set defaults, modify password, view reports, manage the customers added to the system, generated documents, and tables, administer users, companies, document templates and manage content documents.
The User Page can be accessed via the link at the top of the Home page. It offers the following options:
● Setup - only available to users with administrative permissions.
● User Personalization - To set an effectivity date for the current session, it’s necessary to enter a date in the correct format in the Effectivity Date field. The Date Format and Date Separator fields are used to
determine how dates are displayed and entered. Dates must be entered in the selected format with the selected separator. If not, an error is displayed until the user enters the correct date. The Default Market is used to determine what market to apply to products that are being configured. Once the product is configured and added to the quote, a new market can be chosen.
● Modify Personal Details - This section allows users to modify personal data, such as their Name, Email Address, ID Code, Address, and so on. Users are unable to change critical settings such as their user type (group), approval/managing/order parent, and so on. Thus, administrators don’t need to modify a user for an address change or phone number change.
● Modify Password - Users can change their password by clicking the Modify Password link. In order to change their password, the user needs to enter their current password then type the new password. The new password needs to meet certain requirements before it’s deemed valid. Additionally, users are allowed to change their user name.
● Reports - This section allows users to view any reports that have been assigned to their user group. The Report page lists all the user’s reports. Here users can run a report by selecting it from the list. Once a report has been run, it can be exported into an excel spreadsheet. To export the report, click the Export button at the bottom of the page. The exported file can then be saved to the user’s system, where it can then be printed if desired. To return to the list of reports, user can click Reports at the bottom of the page.
● Manage Customer - This section allows users to modify their local customers. These customers have been created by the user through a CRM Import or by saving the information in a quote. The administration page that is displayed lists all the customers. In this section, local customers can be edited, deleted, or created.
Note
We’re able to update only the local customers that our user has created. We’re unable to change global customers, or local customers created by other users.
New customers can be added by clicking Add New at the top of the screen. Customers added here are available only to the user that created them. Others can see these customers if customer visibility rules are created.
● Manage Generated Documents - This section allows users to manage generated documents they’ve created. They can delete an individual document, delete multiple documents, or delete all documents they’ve created.
○ To delete an individual document - by clicking the Delete button on the left side (next to user’s name).
○ To delete multiple documents - by checking the box in the delete column and clicking Delete Selected.
Clicking Select All selects all documents visible on the page.
36 PUBLIC
SAP CPQ User Guide User Page
○ To delete all documents - by clicking Delete All starts a background process of deleting all documents.
● User Administers - This section appears only if you’re allowed to administer users by the administrator. A list of users of whom that local administrator is the managing parent and all users that the local
administrator has created, can be found on this page.
● Manage Custom Tables - This section allows managing different custom tables. This option is available only for users that have the permission to modify certain custom tables. This permission can be assigned in
Products Custom Table Delegate Authority in Administration Setup . A user that belongs to at least one of selected permission groups are able to manage a specific custom table. The user who is allowed to manage the table can either see entries or export the table if needed.
Clicking on the View Entries icon opens a new table where the user can read all the data from a specific table.
Moreover, it’s possible to save information about who created/updated custom table and when it was created/
updated. User can Export Listed Entries, Export Entire Table, Importa new one, or Delete All Entries.
Grant Logon Access [page 37]
If you need help resolving a configuration issue, you can allow an administrator or an SAP Sales Cloud support representative to log into your account, without you having to share your password.
6.1 Grant Logon Access
If you need help resolving a configuration issue, you can allow an administrator or an SAP Sales Cloud support representative to log into your account, without you having to share your password.
Context
The procedure for granting logon access to the administrator or the support is almost identical. The only difference is that it’s necessary to enable the Grant Access to support toggle switch if you wish to allow the support team to log into your account, or Grant Access to your Company Admin toggle switch if you with to allow the administrator to log into your account.
Procedure
1. Below your name in the top-right corner, access the User Page.
2. In the User details tab:
○ Enable the Grant Access to your Company Admin toggle switch to give logon access to the administrator.
○ Enable the Grant Access to support toggle switch to give logon access to the support team.
A date field displays.
3. Set an expiration date to limit the logon access.
○ Manually input the date.
SAP CPQ User Guide
User Page PUBLIC 37
○ Click the calendar icon to select the date.
Account access will be revoked after the specified date. To manually revoke account access, you need to disable the Grant Access to your Company Admin switch and save your changes.
4. Click Save.
The page reloads.
Results
Note
After the 1902 release, any existing open grants currently set to an indefinite period of time will
automatically become limited to two weeks. If users defined an expiration date for the access grant, and then revoked it before the 1902 release, the next time they open a grant following the 1902 release, the last expiration date used is preselected.
Once you grant access, the administrator can log into your account to help you resolve any issues. You can continue using your account without interruption when the administrator is logged in on your behalf.
Note
When an administrator logs in as a proxy user, the logon is logged in the User Actions tab of the Audit Trail (where both the admin and the proxy user are named). After the logon, all subsequent actions of the administrator are logged in the User Actions tab under the name of the proxy user. Furthermore, when a support representative logs in as a proxy user, there’s a record of the logon in the event log of the default domain.
38 PUBLIC
SAP CPQ User Guide User Page