When you enter an address, there may be a requirement for the system to validate whether it is an existing address. If the system cannot find any matches for the address you entered, you will be prompted to either: Use the address as entered Edit the address you entered in order to make corrections If […]
Fields on the User Profile Maintenance page
Overview tab Contact Information User ID In the User ID field, type the identifier used by the publisher to refer to the user. Title Depending on the site configuration, this may be either a field or a dropdown. Either enter the title (Mr. Ms. Dr., etc.) in the field, or select the title from the dropdown. Name […]
User Maintenance form
About the User Maintenance form The User Maintenance form displays when you choose to create or edit a user during another process, for example when: Selecting a primary contact Selecting coordinators Selecting order contacts Selecting registered users The User Maintenance form provides fields to update basic information about the user. Fields on the User Maintenance […]
Searching for users
About the Search Users form The Search Users form displays when you click the find icon or link next to a user field. You use the Search Users form to search for and select a user, for example to: Select a registered user Select a coordinator Select a company primary contact Select an order contact […]
Searching for companies
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 […]
Resetting a user’s password
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.