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 […]
Managing a user’s company links
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 […]
Inactivating and re-activating a user
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 […]
Viewing and editing your user profile
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.
Viewing and editing users in your company
To view and/or edit user profiles within your company: On the Administration menu, click My users. The Search Users page displays. Poetic automatically displays the list of active users in your company. The Company name criteria is set to your company and cannot be changed. You can use the remaining criteria to modify the list […]
Viewing and editing your company’s profile
To view and edit your company’s profile: On the Administration menu, click My company. The Overview tab of the Company Profile Maintenance page displays. Make any necessary changes to the profile, then click Save. For information on… See… Changing your company’s primary contact… Changing a company’s primary contact Managing your company’s bill-tos… Adding and editing […]