Managing Users (for SXP Partner)

First published on: 08/10/2023/6:54 pm

You can configure Partners users to log into SXP Partner from the Admin Web by accessing the "List Partner Users" option. Partner users are associated with a specific customer (Card Code) and contact record.

User Management Actions

New User

Creates a new partner contact user account for SXP Partner.

Reset Password

Sends a password reset for the selected user(s).

Activate

Enables login access for selected inactive users.

Deactivate

Disables login access for selected users without deleting the account.

Unlock

Unlocks user accounts that have been locked due to either inactivity or other means. By default, any users that have not logged in for more than 6 months will be locked upon the next login attempt. Accounts can also be locked due to failed login attempts.

Filters and Search

Active Users Only

When checked, the list displays only users with an Active status.

Search

Use the search field to quickly find users by email, name, or other identifying information.

Each column also includes filter fields and sort controls to refine the list further.

User List Columns

Each row represents a single partner user account.  Users can be filtered by using the options below the column names for example, to display all users in a particular role. The columns are described below:

• Email – The user’s login email
• Contact ID – The linked contact record
• First Name / Last Name – User Name details
• Card Code – Customer Business Partner code
• Card Name – Customer Business Partner name
• Contact Code – Internal contact number
• Partner Type – User type (for example, Customer or Vendor)
• Status – Active, Inactive or Locked account state
• Web Roles – Assigned roles that determine access and permissions

User Expiry

By default accounts that have not accessed SXP Partner for 6 months will be locked if an attempt is made to login. A system administrator can unlock the account using the unlock option.

New User

The Add New User screen is used to create a new partner user account and associate it with a customer.

Fields

Card Code

Select the customer business partner the user belongs to. The customer name is displayed automatically once selected. When the new SXP Partner account is created it will exist as a contact record on this Business Partner record.

Contact ID

The Contact ID for the new account that will be saved in SAP B1 for this contact record.

Email

The user’s login email address.This must be unique across the system and will be used for login and or authentication purposes.

First Name / Last Name

The user’s display name.

Assigned Branch

Restricts user access to a specific branch. Select Use All Branches if no restriction is required. 

If the user doesn't have an assigned branch, the user can choose the desired branch based on the branches assigned to that user’s business partner.

Active

When checked, the user can log in immediately. When unchecked, the account is created as inactive.

Send Password

Sends an account password email to the user after creation.

Web Roles

Defines what the user can see and do within the partner platform, controlling access to menus and screens as well as administrative functions. Multiple roles may be selected.

A list of roles is provided below:

Edit User

The Edit User screen allows administrators to update an existing partner user’s details, access, and credentials.

Editable Information

• Contact reference
• Email address
• Assigned branch
• Account status (Active / Inactive)
• Role assignments

Additional Actions

Reset Password

Sends a password reset to the user.

Best Practices

• Assign users only the roles they need to perform their tasks.
• Deactivate users instead of deleting them to preserve audit history.
• Regularly review role assignments for security compliance.
• Use branch assignment to limit access where required.
• Reset passwords instead of recreating user accounts.

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