Profile Management

About the company search form The Search Companies form displays when you click the find icon or link next to a company field. It is used to search for and select a specific company to populate a field, for example to: Select an entitlement or order party Provide search criteria Regular company search criteria When […]

If you are able to reset another user’s password, then the Password tab of the User Profile Maintenance page includes a Reset Password link. When you click Reset Password , Poetic generates a new password and emails it to the user.

About user links Each user belongs to a single company. However, users may also have relationships with other companies, and those relationships may require that the user be able to view and manage the other companies’ assets. For example, a user at a channel company may need to be able to manage entitlements for their […]

About user links A user may be linked to companies other than the company they belong to. User links allow users to view and manage entitlements and activation for their linked companies. For example, a sales manager at a reseller may be able to manage entitlements for the manager’s dedicated customers. The Preferences tab of […]

About inactivating and re-activating users Poetic provides a function to allow you to inactivate and re-activate users. An inactive user no longer has access to Poetic and cannot be selected as a coordinator, primary contact, or registered user. Inactivating a user You cannot inactivate a user if the user is: A coordinator on an order […]

To view and/or edit your user profile: On the Administration menu, click My profile. The Overview tab of the User Profile Maintenance page displays. Make any necessary changes to the profile, then click Save. For more information on the fields on the User Profile Maintenance page, see Fields on the User Profile Maintenance page.