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CCA User Manual 4.0

1. Address 1 ists 55 2 p o Address 3 D 555 77 City fe gian 5g State Province l Pastal Cade il un CS S Phane Number I SD 1 Far Number PC Email Address SY Time Zone fi GMT 0500 Eastem Time US amp Canada Language Preference i English Mote This language selection does not guarantes the availabilty of the language in Covsiunt serviced or apphcanans Addre mebile phate numbe cen wees ala A E eme Broe Msat 3 A EE Eit Mese cuo coman inistratortk i Jean Connection and BeWshO sim Choose and enter your desired user ID User Ids must be at least 4 characters in length and can contain no more than 20 characters User IDs must be unique within Covisint CCA no two users can have the same ID Choose and enter the your password The password must conform to Covisint s password rules You can click on the show password rules link for more information regarding the password rules The password rules are also detailed in the Reset Password section in the User Manual module of this manual Re enter the password in the Re enter password box Carefully choose and enter the your Challenge Question and Challenge Answer The Challenge Question and Answer will be used to allow you to reset your own password For security purposes the Challenge Question and Answer should contain information known only to you C
2. Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administratios Reports Only A Test Testing Testing 123 ViewiRemove Users from Role Security Administrator The following is a list of all users currently assigned to the Role Security Administrator The actions available to manipulate User Role Assignment are easily accessed by clicking the Buttons and Links on this page Depending upon Role ownership and Administrator privileges assigned different administrators may be able to perform different actions from this page gt back to role view gt view all roles gt add users to role Include all divisions select User Name User ID Job Title Organization Name r Test Only MBASSTEST2 Testing Testing 123 select all clear all remove selected user s To add new users to a role click on Add User next to the desired role on the Manage Roles screen A search screen will appear allowing you to search for the user to which you wish to add the role Select the appropriate user You will then be able to check the select box next to the user s ID and add the role to his or her profile gt Home Portal Help gt ContactUs gt logout Covisint Connection and Administration Home MyProfile My Organization Search Administration Reports Only A Test Testing Testing 123 User Search results Select an
3. View My Profile The My Profile menu section houses all of your user information including user status user profile and assigned roles if applicable Covisint Connection and Administration gt Home Portal Help P ContactUs logout gm Home MyProfile My Organization Melissa Bass Covisint II view profile for Melissa Bass edit user profile gt change user password gt request service gt view pending requests gt view request history Detailed profile information for this user ID is listed below If you are able to perform updates or actions on this account the option links below will allow you to perform the activity indicated Status V Active user profile User Name Mrs Melissa Bass User ID MBASSTEST Company Division Covisint II Job Title Address 1 25800 Northwestern Email Address mbass covisint com Address 2 Phone Number 2487617387 MM Address 3 Mobile Phone Number City Region Southfield Fax Number State Province MI Language English Preference Postal Code 48075 Time Zone GMT 05 00 Eastern Time US amp Canada m Country UNITED STATES user assigned roles Role Name Description date granted no role is found zi The User Profile option contains all of your personal information including your address email and phone number You may edit your user profile at any time by clicking the edit profile link at the top of the tab Finally under the User Assigned Roles section
4. e A gt KSlportalsupp Inbox Micro E Company AdministratorUs amp 1covisint Connection a Que DA 5 19 PM Step 5 select service packages A list of service package choices will display Check the select box next to the services you wish to request on behalf of your organization Services that require additional information such as site codes are denoted with a pencil icon Services that entail additional per user fees are notated with a dollar sign Click on the continue registration button a Covisint Connection and Administration Portal kHelp select service package s steps G The following list displays all service packages currently offered through Covisint Please select from the service packages below per user fees apply 4 amp 7 additional information needed Service package name X More info Content Management Applications Content Management more info d DaimlerChrysler Content Management more info SEES Internal Applications d GRID Covisint Access more info SEE Supplied Services 556 BcoyvYery sYSTem more ind ll Asset R Syst inf Covisint Connect more info If you selected a service that requires additional information you will be asked to enter that information In the sample screenshot below Ford Supplier Portal was the selected service and the registrant is required to enter a GSDB code Supplier code Note that a hyperlink for additional help is available if yo
5. top leval organization One of the lower boxes wil ba highlighted if the rganizatian i amp child argsnizatian IF you don t kom mech organization f select pour administrator can assist you in selectina the correct organization Vimwing 1 22 o 22 Select Org Organization Name O Covisint Lo Cevisiot Dommerce Doe CO im Oo 3 Covisint Percepta oO T Covisint Asia o Cowisint Construct eo ay Covisint Furapr eo Covisint Europe Testing eo Cowisiok FSP O Ja Covisint N Oo fevithol ind 7 O Covisint Load Runner Cu e LCovisint Move User Test Division O Covidint Registration Oo zc covisint tier 2 eo Covidint Training o di Covisintiz eo gt Lowisintz T4 o CovisintQd ios oO Cavisink feustsbg eo s Dawes Cnvisint Div o SAD Covisint Oo Tesl Dowvisint Fari Test Viewing 1 22 of 22 continue registration Found 27 results Show Sl par pega Organization Address 20971 Lahder Goad Southfield ME XB 1487 Burknglan Road Cleveland Heights OH 44118 1320 5 Babcock St Melharme FL 32335 Haroma Bldg 15F 2 5 0 Kita Aoyama Minato lu Tokyo 1070082 25200 Northwestern Hera Southfield ML 46075 DaimlerChrysler AG HPC 5351 Seubert Wangen Mone 70327 123 Covisert Bd Amsterdam 777 1131888 222222 Soulbtield MI 434444 Herr HO tert Det 321958 123 awe onnber soaukhiseld HT 48188 20301 Lahser Road Southfield MI 48034 Address 1 Southfield State Zip 123 Elm a
6. 50 search OR If your company does business with any of the companies displayed in the drop down list below you may be able to find your Covisint organization using their supplier code identifier Select a company fram the drop down then enter the supplier code they use to identity your company Note The supplier code you enter may be either a parent code or a site cade The search will resolve your entry to the parent code then return any associated organizations in Covisint find organization by supplier code select a supplier portal Chrysler Graup Financial v results per page 50 search B Covisint All Rights Reserved Once your search results are displayed you will need to select the proper administrative organization This may be a top level organization or a division The address of the organization does not need to match your office location The hierarchy icon displayed in the org column will indicate if the organization is a parent organization a division or a top level organization with no divisions e Lonisint Connection and Administration find organization gt search results steps G 0 0 0 Your earth s returned 22 angaratationg Tou may select ane of the ergararations Erted balaw r pou may click on the di hierarchy 2mbol to view the entire Grganerahon tree and select the anpronriate rgarat ation The top box of the hierarchy ymbol will be highlighted if the organization H
7. Printable Version Date of Last user Audit Quarterly Audit Type Last User Audit Administrator ID 2003 11 04 EST Quarterly User Audit MBASSTEST2 USER GRANTS Click on a package or subpackage title below to view the user grants Note that you must log your compliance E Download a csv file containing all packages using the button at the bottom of this page in order to complete your audit users and grants for offline review Service Package Name Last Confirmed 0 Administration Covisint required 2003 11 04 EST Pescurement scolications New Auction 2003 11 04 EST Confirm and log audit completion You can click the show all divisions button to conduct the audit for all organizations at or below your organization in your organization s hierarchy To permanently remove a service from a user click the check box next to his or her name You will have the opportunity to send the users an automatic email notifying them of the removal of the service package I Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Reports Only A Test Testing Testing 123 User Audit Annual User Grant Audit User Audit Annual User Grant Audit Testing Testing 123 ENTER PERMANENTLY DELETE REASONS You have selected to permanently REMOVE the following users a Only Test permanent removal reason must be enter
8. suspend service package information service authority organization SAO Covisint Construct MM Covisint other organizations with same authority DELPHILKPORG designation KB co TD Org 1007 view current supplier code DUNS request supplier code DUNS remove supplier code supplier code DUNS Duns inactivity report x Yv You will see a list of codes from which you may select Check the check box es next to the code you wish to select and click continue Your request will be routed to appropriate administrator s for approval Once your request has been approved you will be notified by email Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint Request supplier code DUNS to Delphi Supplier Portal for Covisint select approval ready codes You may request supplier code DUNS from the list below to be made available for granting within your organization 4 single request may consist of codes which are immediately approvable by the parent organization or the request may consist of codes which will require a second level of approval Click on the tabs to toggle between approvable and non approvable codes select supplier code DUNS s supplier country code DUNS description street address town or city state postal code UE select 25800 NORTHWEST
9. u should change the soi rder prior to making your selections Changing the sort order will desetertyourdesicions user inactivity report include all divisions organization name tate since last Ford Sefpplier no revoke Ford Supplier reactivate Ford Supplier iv username Portat aece action Portal access Portal acce Covisint Operator An 2003 07 30 EDT O C C Covisint Waters Chris 2003 05 16 EDT e C C Covisint Temske Christine 2003 05 16 EDT e C C Covisint Temske Christine 2003 05 16 EDT LO C C Covisint Winkler Chuck 2002 12 02 EST e e C Covisint Johnson Connie 2003 01 07 EST e C Covisint Fend David 2003 05 16 EDT e e e Covisint ZION EVE 2003 07 10 EDT e e C Covisint Lo Hoi Yin 2003 01 07 EST e C C Covisint MILZ JOHANNA 2003 01 07 EST e C C Covisint Schonmeier John 2003 05 16 EDT O C C x Once you have made all you decisions regarding the status of the users listed on the report click the continue button at the bottom of the page A confirmation page will display Carefully check to be sure that the right users service packages are being reactivated or revoked Confirm your decision by clicking the submit decision button i e Covisint Connection and Administration gt Home Portal Help gt Contact Us logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint Inactivity Report for Ford Supplier Portal Review and Submit Th
10. Change my password page and now use drop down functionality to conserve View my administrators space FREQUENTLY ASKED QUESTIONS Q Who is my Security Administrator 4 You can find aut who your Security Administrator is by clicking the My Administrators link You will see a list of all users in your organization with administrative responsibility Q Nobody has responded to my request for a package or site code Now what A Your request was routed to your Security Administrator You can send a reminder email to your Security Administrator by viewing your profile then clicking the View Pending Requests link You will have an mimngiini Fearn that ceroaon ta romind varie Sacre Admimictesatar toa avalista varie peSnariact ar vni cae My Profile The My Profile menu contains the following functions View My Profile View My Service Packages Edit My Profile Change My Password Request a Service Package Oj Covisint Connection and Adndinishrabion Mionasht internet Pspleer pravided ALII anes Oia Geen mme gesipagk HAMO 3 Bde EET reso iretur sta ccn comicammoreqtsecr ecc sE krenuar e jns wee C x Em iuge JuUuEIDESIITDEID PHens Fata Feel iF Contact Le Logout nr Groanizalian aa ro b Covisint 9 minictratinn for Melissa Bass idi miy Peete Change mp Pasreand Kaquert a Sanece Package Covisint Connection and Acrranistranan has charged its look Tf Em
11. ContactUs gt logout Melissa Bass Covisint Check or Uncheck Roles as necessary to modify the grants for this User Click Submit when finished To clear any changes click Undo Changes user information User Name Only Test User ID MBASSTEST2 Organization Name Testing Testing 123 edit user roles Select Role Name Role Description Privileges Billing Administrator Update billing information Update Billing Information Grant SO Grant Organization Package Individual Service SO Suspend Package From Organization Admin Owning Org Individual Service Admin Owning Org SO Suspend Package From Division n SO Permanently Remove Package From Organization SO Permanently Remove Package From Division SO Permanently Remove Package From User Security Admin Security Admin n doses ith privil T licit Had Security Admin O aan gan Service a with privileges restricted to an explicitly specifie Security Admin Security Admin Security Admin Security Admin Grant Division Package Grant User Package Suspend Package from Division Permanently Remove Division Package Permanently Remove User Package Request Package For Division View User Reports zl Note For more information on the various roles and their associated privileges see the Administration Roles and Responsibilities section of this manual View Grant History A grant history log is available in each user s profile Click the View Gra
12. Please note after selecting this option you will be prompted to locate your Organization within our system organization options v New Top Level Organization select this method if you wish to join the Covisint Exchange as a new Covisint Organization Please note you must be the individual wishing to be the Security Administrator of your Top Level Organization to select this method New Division select this method if you would like to become the Security Administrator of a new division within an existing Covisint Organization the responsibilities of the Security Administrator will be explained in detail after you select a registration method However you may choose to cancel your registration in order to allow a different member of your Organization to register as the Security Administrator begin ume 9 Covisint All Rights Reserved v4 01 diagnostics 4ms server side processing time version 4 01 1b9 server time Wed Nov 05 15 20 49 CST 2003 request uri jsp register jsp Md Step 2 accept administrator role Carefully review the responsibilities outlined on the accept administrator role screen If you do not feel that you are the right person to be the Security Administrator click on the no I do not accept button If you are comfortable with the responsibility the role entails click on the accept administrator role button Note for more information on the Security Administrator role please refer to the Admin
13. more info Nutzfahrzeuge MB Smart NFZ Delphi Supplier Portal IN request more info Ford Supplier Portal I access granted more info Sub packages are bundles of applications available for those approved to access Ford Supplier Portal To request a sub package of Ford Supplier Portal please select the request sub package link below gt request sub package application package GCAC Portal Members Only request more info Procurement Applications E TITRE Auction Scheduler request more info Catalog Marketplace request more info E Covisint Internal Catalog request more info E Covisint Tracker 2 0 request more info E GM Dealer MarketPlace request more info E ii New Auction Quote Manager 3 1 request more info E ReySource Dealer MarketPlace request more info x The request details will display You will have the opportunity to enter a request reason The request reason will help your administrator make appropriate decisions regarding your request Click Continue to continue with the request If you have requested a service package that requires site codes you will need to select a site code at this point Confirm your request and submit it Your request will be routed to your administrator for approval Note If you requested a service or sub package that is not already owned by your parent organization your administrator will need to request those services on behalf of the organization befo
14. you must launch one FSP application at least once every 90 days or your FSP status will become inactive Once your status is inactive your user ID appears on an Inactivity Report used by Ford which may be used as a basis for removing FSP access entirely To check your FSP status select View Service Packages in the My Profile menu You will see the status of your Ford Supplier Portal grant set to active or inactive If your grant is set to inactive your Security Administrator can easily re activate your FSP grant Ill ADMINISTRATOR MANUAL Objectives The Administrator Manual explains the tasks necessary to maintain your organization s data and to administer your users This manual will cover such processes as e Viewing and Editing your organization profile Viewing and Requesting service packages on behalf of your organization Viewing and maintaining your organization s hierarchy Viewing and issuing decisions on user requests Viewing reports Maintaining user profiles roles services and site codes Registering a new user or organization Administrator Roles and the Delegated Model Before jumping into the functionality it is good to understand the different types of administrator roles as well as a brief overview of the delegated administration model The Delegated Model CCA is designed to give power to people who are best in a position to manage user access and security decisions In some companies this may be accompl
15. Organization Search Reports Only A Test Testing Testing 123 User Audit Quarterly User Audit Testing Testing 123 Quarterly User Audit Annual User Grant Audit Please review the current status of all active and suspended users in your Covisint organization The goal of the User Audit is to validate these users as members of your company and to record your completion of this validation process Below is a list of active and suspended users Review the list and make any status changes as necessary Click continue when you are finished reviewing this page Click on the User Report link to review print a full user report AUDIT HISTORY C Printable Version Date of Last user Audit Quarterly Audit Type Last User Audit Administrator ID 2003 11 04 EST Quarterly User Audit MBASSTEST2 USER AUDIT 1 of 1 pages T include all divisions organization name user name suspend permanently remove 9 Testing Testing 123 Only A Test r contine to next step cancel 1 of 1 pages T include all divisions The user audit form allows you to either suspend or permanently remove any user on the list If the user is active he she may be suspended from this screen by clicking the suspend user checkbox If the user is currently suspended then he she may be permanently removed by clicking on the permanently remove user checkbox on this screen The audit form may consist of several pages In order to complete the audit you must ex
16. approval SAO organizations are responsible for a Parent Supplier Code for certain service packages such as Ford Supplier Portal The first organization to register for Ford Supplier Portal with this Parent Supplier Code was approved by Ford Motor Company and designated the SAO All other organizations with the same Parent Supplier Code must be approved by the S40 organization yes acce agreement no i do nat accept agreement B Covisint All Rights Reserved v4 01 diagnostics 4176ms server side processing time yersion 4 01 159 server time Wed Nov 05 21 32 23 CST 2003 request uri jsp packageSAoTerms jsp database null connections 5 total Note For more information about the role of the SAO please refer to the Service Authority Organization Roles and Responsibilities section in the Administration Manual module of this manual Step 6 review request and submit The final step is to review the request Check to be sure that your organization information is correct and that the correct service packages were selected When you are confident that the request is correct click the submit registration button at the bottom of the page E Covisint Connection and Administration gt Portal gt Help review request and submit Steps Before your registration request is submitted please make sure the information below is correct If you need to make changes simply use the back button to return a specific step number r
17. of the table displays administrative settings that are narrowly targeted to specific packages When administrative settings in the top half of the table display res settings in the lower half are no longer pertinent The net effect of all settings can always be determined using the Summary raw Security Administrator Settings user ID RSTRONG4 is user a security administrator amp 3 does user have any other role that would provide the ability to administer this package as a Security Administrator nd is user an administrator for this i z no change to Yes package amp 3 is user an organization service administrator user summary Based on the settings above this user cannot administer this service package i Note The Organization Service Administrator role does not allow the approval of new users Thus if a new user registers and requests a service along with their new user ID the Organization Service Administrator will not be able to approve or reject the service request until the user has been approved by a Security Administrator or User Account Administrator User Account Administrator This role allows the approval or rejection of new user IDs This role is appropriate for someone in a position to confirm that the user should have access to Covisint i e a human resources analyst etc The User Account Administrator can also be used in conjunction with the Organization Service Administrat
18. or revoked the access then click the submit decision button ao ss Covisint Connection and Administration gt Home Portal Help gt Contact Us X Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint Inactivity Report for Ford Supplier Portal Review and Submit The following decisions are ready for submission If all decisions are correct please select the submit decision button If you wish to further edit these decisions please select the cancel button to return to the inactivity report users to be revoked from Ford Supplier Portal organization name user name date since last Ford Supplier Portal access You are not revoking any user s access organization name user name date since last Ford Supplier Portal access users to be reactivated from Ford Supplier Portal organization name user name date since last Ford Supplier Portal access Covisint Waters Chris 2003 05 16 EDT organization name user name date since last Ford Supplier Portal access submit decisions cancel New Organization and New User Registration Objectives The New Organization and User Registration section of this manual will step prospective users and Security Administrators through the registration process The New Organization and User Registration section will enable you to e Register a New Top Level Organization e Register a New Organization Division e Register a New User General Re
19. organization with a delegated administration model Step 1 Select the New Division registration option Covisint Connection and Administration Language Portal Help welcome covisint registration Thank you for choosing to register with Covisint To begin the multi step process please select from the options below If you are Unsure what option to select help for this screen is available user options New User o Select this method if you are an employee of an existing Covisint Member Company seeking access to one of the applications your Organization currently subscribes to OR if you are not sure if your organization is registered Please note after selecting this option you will be prompted to locate your Organization within aur system organization options New Top Level Organization select this method if you wish to join the Cavisint Exchange as a new Covisint Organization Please note you must be the individual wishing to be the Security Administrator of your Top Level Organization to select this method New Division select this method if you would like ta become the Security Administrator of a new division within an existing Covisint Organization Please note after selecting this option you will be prompted to locate your Organization within aur syste
20. rules Re enter Password Ir Challenge Question imere do I breakfast Note in case you should forget your ap word you will be asked to ans werac hallenge question based on what you input in the te t box above Ex ample 1 Nhat is my m other s maiden name Ex ample 2 What is the name of the high school I attended There is a 255 Aaa limit on your question and answer Challenge Answer Jat Tiffany s Note to retrieve a new password your answer MUST exactly match v vhat y you input hrdla tex t box above The answer will be munetustion sensitive Both the question and the answer will be accessible to your Security Adminis str ator continue registration undo changes Step 4 select service package s A list of service package choices will display Check the select box next to the services you wish to request on behalf of your organization Services that require additional information such as site codes are denoted with a pencil icon Services that entail additional per user fees are notated with a dollar sign Click on the continue registration button Dowsint Connection and Administration Home My Profile My Organization 55a Bass Covis select service package s steps 0 The following bst ditplays all service packages currently offered through Covent Please select from the service packages below Note that your administrator will only be able to approve access to services subscribe
21. should be difficult to guess allowable special characters numbers 0 9 lt Ig c amp O INODb GS GG My Organization The My Organization menu allows you access to the following functions e View My Organization Profile e View My Organization Services e View My Organization Administrators View My Organization Profile By choosing View My Organization Profile from the My Organization menu you will be able to view your organization s name address information and the name s of your Security Administrator View My Organization Services You can view a list of all services sub packages and site codes to which your organization has access by selecting the View My Organization Services option from the My Organization menu You can click any service to see what site codes if any your organization has access to for that service View My Organization Administrators You can view a list of all administrators for your organization by clicking View My Organization Administrators from the My Organization menu This page will list not only your Security Administrator s but also any Organization Service Administrators that may have been designated in your organization 90 Day Inactivity Functionality CCA can track how often you use Partner Portal applications Ford for example has chosen to have CCA track how often people are using the FSP applications by opting to use the 90 Day Inactivity functionality If you subscribe to FSP
22. their CCA organization and down the tree Many Org Service Admins were created as a result of Ford Daimler Migration Service Administrator the person in a partner portal owning organization who can approve supplier organizations to have access to their portal Supplier Code Covisint s generic reference to codes used by all partners to identify their suppliers This term encompasses both location codes and site codes Site Code refers to the supplier codes attached to user grants of partner sub packages Location Code refers to the supplier code attached to user grants of partner parent packages i e the Ford Supplier Portal or the Daimler Chrysler Portal GSDB code Ford s unique term associated with their supplier codes GSDB is an acronym for Global Supplier Database SAO Acronym for Service Authority Organization Refers to the Organization Responsible for a Parent Supplier Code in conjunction with a partner portal grant l e Covisint is the SAO for the Ford Supplier Portal code 2149 even though Covisint Europe is a top level company with the same code for FSP Although a SAO must always be a top level CCA company all CCA top level company are not always SAOs Service An application or tool accessed via Covisint Sub service An application or tool that is nested beneath a parent service i e GSDB online is a sub service of the Ford Supplier Portal Package A grantable container that contains at least
23. vf Active suspend service package information description Covisint Advanced Quality Planner owner organization Covisint inactivity report description view inactivity report services included within Covisint Advanced Quality Planner Service Package may consist of one or many services The services included in this Service Package are listed below service name more info x Click the suspend link next to the status indicator You will be required to enter a Suspension reason Suspension is a temporary state however suspending a service will make it immediately inaccessible to your users You can permanently remove the service if you believe your organization will never need access to it again First you must suspend the service package Once the service package has been suspended view the service package details again and click permanently remove organization s grant for service package button Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Reports Melissa Bass Covisint CAS Covisint Internal details for Covisint The following shows all details about this service package that is currently granted to the organization The status of the package can be active or suspended A suspended package is unavailable to all users in the organization To suspend an active package click on the suspend button
24. you re trying to find the Farniliar menus that used to appear on ea the lett side of the screen just look up The menus hawe been mented r rhe tap of the page and mow use drop down functionality Change my password to conserve space Wiener miy administrators Q Who is my Security Administrator A You can Find out who your Security Administrator amp by clicking the My Administrators ink You will see 4 list of all users in your organizan with administrative respornsdbikty MekssaBass Cowisrit k COMMON ACTIONS Request service package Edit my protile Q Nobody has responded to my request for a package or site code Now what A Your request was routed fo your security Admin trator You can send a reminder emal to your Security Administrator by viewing pour profile rhers checking the View Pending Requests ink vou wil have an opportunity from chat sereen bo remind your Security Administrator to evaluate your request or you can cancel the request Q How do I withdraw a request for a package or site code gt You can withdraw your request by dicor View Profile and then dick View Pending Requests vou can cancel pour request fram that screen Q How do I request additional site codes A Click on View Service Packages then dick the sub package that you wish to request addmon al codes for Click Request Site Code Your regust wil be routed to your adreinistrator zl TTE grad fis SS
25. 3 13 CST 2003 database null connections 5 total Step 3 enter organization information Enter your organizations name and address information in the required fields Your organization name must be unique in the Covisint exchange Required fields are denoted with red text and an asterisk Non required fields are gray You are welcome to enter information in the non required fields if you wish Click on the continue registration button Covisint Connection and Administration gt Portal Help enter organization information R steps G O G G Please enter your organization information below organization information E required fields Organization Name Address 1 li Address 2 m Address 3 SC tC City Region Jj State Province i Dao Postal Code A Country i UmrEDsTATES o o o l Phone Number LDLo S ER Fax Number 77000000 ug 73 oe X request DUNS number continue registration undo changes Step 4 enter user information Fill in your name and contact information in the required fields Select your time zone and preferred language information If you wish you may also fill in the remaining non required business card information Click on the continue registration button EIL Lene then and Falcons Ur ak purs horum internet begs prostibeu by Carni L Lm M beri LJ ene oma seach s Favcetes Quee ECE HA Poo lune ane C
26. 5 HABDMINIS TRATOR MANUAL 52cm qo noe stie utat qoem qe sms maece unm emma 15 ODIGCIVOS xsestiaudiepditogutaditedusdatudutddi dads uadatadq adit ddnadic uiu n SR eS SP EIER DP NUM DADU SEG 15 Administrator Roles and the Delegated Model 16 The Delegated Model cccccccsccceececceeeceeceeeceecueceeeceeseeeceesueseeeseesaeesaes 16 Administrator ROl S ccicssvcvetevoideotououdectoustavebewetanebevevoustevennvalevevaalevevauelevenial 16 Organization Password ACmMinistrator cccccccccseceeeeeeeeceeeceeeceeeseeeaeeeaess 16 Organization Service Administrator seeeeeeeseesseeseeeenene 17 User ACCOUNL AGMINISE alor 23 50 20 00 93 0 2 B eot pe sospes SEEDA 17 Home Page Navigation and MeNnu5 ccccccceccsecceeeeeeeeeceeeeeeceeeeeeseeeeeaees 18 Organization Administration Functionality Objectives 18 WY ORG ANIZAUON m m 19 My OrdahtzatlOLDicesdidcndaicuscnunc a dede den Ori ed enc dedidone datione icd 19 VIEW Organization Prom C cuu citada tates dubia unda QUEM dM Rn du 19 TIONS NET o IU 20 Options Edit Organization Profile ccccccccccceccceceeeeeeeeeeeeceeeseeeseeeaeeeeees 20 Options View Grant HISIOT iore ide ovo iE PE E Pv aep PM e PULO Es 20 Options View Request History ceirnin E 21 Options View Pending Requests cccscceecsecceeeeeeeseteeeseeceeteeeeeeteeee
27. Click on the perform new search button if you have not yet located your organization Step 3 enter user information Fill in your name and contact information in the required fields Select your time zone and preferred language information If you wish you may also fill in the remaining non required business card information Click on the continue registration button Covisint Connection and Administration gt Home Portal Help gt Contact Us Logout Home My Profile My Organization Search Administration Reports Support Melissa Bass Covisint enter user information Steps 4 6 G o 9 Please input your user information into the fields below J required fields Organization Name ABC CO Prefix D E Mr Mrs Ms Miss First Name l Holly sts S Middle Name FO Last Name l Golightly Job Title CT Address 1 f 23 Main Stret Address 2 CT Address 3 FO City Region l Dert tst lt S S State Province i Moo Postal Code I 4391 oo Country f UNTED STATES v Phone Number l Ze mobile phone number FO Fax Number OT Email Address f hresian Time Zone GMT 05 00 Eastem Time U5 amp Canad H Language Preference English r Note This language selection does not guarantee the availability of the language in Covisint services or applications continue registration undo changes Enter your desired user ID User Ids must be at least 4 chara
28. Code Country I UNTEDSTATES SCS Phone Number p Fax Number URL pM m RENE request DUNS number continue registration undo changes Step 5 enter user information Fill in your name and contact information in the required fields Select your time zone and preferred language information If you wish you may also fill in the remaining non required business card information Click on the continue registration button Covisint Connection and Administration gt Home Portal Help gt ContactUs gt Logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint enter user information steps 6 O Please input your user information into the fields below user information K i required fields Organization Name Testing 123456789 Prefix DOSS Mr Mrs Ms Miss First Name f Middle Name FO Last Name f PO Job Title FO Address 1 f fet Address 2 OT Address 3 FO City Region i fet State Province i Te Postal Code l haan ooo Country I UNTEDSTATES H Phone Number FO mobile phone number FO Fax Number CT Email Address l oT Time Zone f GMT 05 00 Eastern Time US amp Canada r Language Preference English r Note This language selection does not guarantee the availability of the language in Covisint services or applications continue registration undo changes 2 Covis
29. ERN HWY 100 continue cancel 003609786 COVISINT LLC SOUTHFIELD MI 48075 us Contact Covisint Requirements Legal Covisint All Rights Reserved v4 01 diagnostics 2033ms server side processing time version 4 01 1b7 server time Tue Nov 04 07 38 29 request un jsp secured viewServiceCodes jsp database null connections 6 total Remove a Service or Site Code from My Organization You can remove a service or sub package from your organization by selecting the View my Organization Services option from the My Organization menu Click on the service package or sub package that you wish to remove Covisint Connection and Administration gt Home PPortal Help gt ContactUs logout p Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint Covisint Advanced Quality Planner details for Covisint The following shows all details about this service package that is currently granted to the organization The status of the package can be active or suspended 4 suspended package is unavailable to all users in the organization To suspend an active package click on the suspend button suspended package may then be permanently removed To Permanently Remove a suspended package click on the Permanently Remove button Note that a permanent removal cannot be undone view organization profile view organization service package list service package status status
30. S OS EE TE TOTEM 40 WISER SUITE ANY oeste time denc epu teu cipu deu SU tu E a tEU PUE aa SUI IRUEPREREES UEFA REO E FL ERE d 40 User oervice oU sisse en aU ROESRRUR ATIS SUR ROUEN D SERUUM RE RIMEIEAE RESI METER 41 Security Administrator Reports ccceccsscceeeseeceeteeeeseceeeeeeeeeeeeeeeeteeeaeeees 42 service Authority Organization Designation cccceccceccseeeeeeeeeeeeeeseeeaeeaes 44 JSerAOImibistEatlloricssueiodiopcv bro EM od hb cvy v wn v bp avevi narnia 45 doce c T 45 Add Service Package to USO ond eo ona oco oan d voee aab eoa ee ndr toe aod tee idR o dues 45 MOVE CT OT TT 46 MOdI ROIG o isoas doccia cath E 47 VIEW Grant FISlORY cetangsanctoncaancdancissicianeianistanguesetencesecianaisasianatanstesacersiannanen 48 VIEW IREQUEST mitia REED arose siete D D 49 View Pending Requesls 3 siceccscedseccecndeessteedeatcpanisedenevieadstasientcsenizeseexirectaxieaas 50 Specily User PPasSSWOEFG tescbasobauebasotasebeet evo tdeo tornien leen oe etos tin a esos a oua Oia 50 Reser User PaSSWOEFG zodiepoid ont EUN MIENNE IN MM DM M M DUM DN DUE MD 91 Reactivating an Inactive Service Package cccccccceecceeeeeeeeeeseeeeeeseeeaes o3 INACTIVITY REDOM m o9 ixeaciivaling a oMNgle USE sies eire Io EP barbe dictare ae s t ia 55 New Organization and New User Registration eeeeeeseeesse of SIMI T of General R
31. amine each page of the audit form On the final page you can either confirm the audit and log completion or return later to log completion at another time Logging completion satisfies the quarterly audit requirement ES m Covisint Connection and Administration kHome Portal Help gt amp ContactUs gt logout Home MyProfile My Organization Search Administration Reports Only A Test Testing Testing 123 Audit Users Confirm and Log Compliance Quarterly User Audit Annual User Grant Audit As an administrator of Testing Testing 123 I acknowledge my responsibility for user access in Covisint I have reviewed the list of users in my company with Covisint access and believe these users to be appropriate representatives of my company CONFIRM amp LOG COMPLIANCE confirm and log audit completion i will log my compliance later tag 5o s seru 5 4 01 g server time Tue Nov 04 14 59 0 SST 2003 request uri jsp secured audit auditUserLogCompliance jsp database nu connections 18 tota If during the course of your audit you choose to suspend or permanently remove one or more users you will be required to enter a reason for suspensions and or permanent removals A default suspension permanent removal reason will auto populate You will have opportunity to choose to send an email to the user s notifying them of the change in status Audits Audit Users Grants oome of Covisint s portal partners re
32. and click the submit decision button ver side processi diagnostics 2309ms If you have more than one request pending you do not have to submit a decision regarding all requests at one time If you wish to submit a decision at a later date simply leave the no action radio button selected and return at any time to submit your decision View Details of a Pending User Request View more specific information about a request by clicking on the View Request icon View the user s profile information and approve or reject all requested service packages individually If you must reject all or part of a user request you will be required to input a reason for the rejection before submitting your decision Note If a service is granted to your organzation such that a non approvable request becomes approvable you may need to close your browser and re login before the change is reflected on the screen Services to which your Organization does not subscribe will be automatically rejected Full Name qauser5 qauser5 Job Title Organization Name Covisint User ID QAUSERS Address 1 20921 Lahser Road Email Address jmilz covisint com Address 2 Phone Number 248 827 6206 Address 3 Mobile Phone Number City Region Southfield Fax Number State Province MI Time Zone GMT 05 00 Eastern Time US amp Canada Postal Code 48034 ls Preferred Language English Country UNITED STATES new user request approve reject user name request reason aj
33. anted access to Covisint s Partner Supplier Portals and their sub packages from this page If your organization subscribes to one of the partner portals you may assign sub packages by clicking on the sub packages button under the key portals sub heading per user fees apply Illlll additional information needed service packages Content Management Applications Content Management ad more info DaimlerChrysler Content Management ad more info Covisint Internal Applications CAS Covisint Internal ad more info Covisint Supplied Services kb E EE Asset Recovery System more info Covisint Connect ad more info Covisint Web Connect ad more info GRID Supplier Access HA add more info Library Services add more info jiu You will then be asked to confirm your decision to add the service package to the user s profile Once you have done so the user will have access to the service package Note The search function is explained in the Organization Administration portion of this manual Move Users Use the Move Users function to move a user from his current organization to any other organization within the same hierarchy You must be a Security Administrator at the highest level involved in order to perform the move If the user has access to a service package that the destination organization does not have the service package sub package or site code will be automatically granted to the destination organization Covisi
34. archy icon to get an exact understanding of the organization s hierarchy If no hierarchy icon is displayed the organization is not a part of a hierarchy but is a top level organization with no divisions Select the desired organization and click on the continue registration button E Covisint Connection and Administration Microsoft Internet sitam p ur Covisint pour hits rege or stg covisint com CommonReg 6o s Links Snagit a Covisint Connection and Administration gt Home gt Portal Help gt ContactUs Logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint find organization gt search results steps 42 2 G 0C _ O 6 Your search as returned 3 organizations You may select one of the organizations listed below or you may click on the Sm hierarchy symbol to view the entire organization tree and select the appropriate organization The top box of the hierarchy symbol will be highlighted if the organization is a top level organization One of the lower boxes will be highlighted if the organization is a child organization If you don t know which organization to select your administrator can assist you in selecting the correct organization Found 3 results Viewing 1 3 of 3 Show so per page Select Org Organization Name Organization Address C ABC CO 123 Main Street Detroit MI 54321 eo ABC X 2 Corporation 1 ABC Lane No Plac
35. as many or as few registrants as you choose The subject line and message body are editable Please use the following form to invite users in your organization to register with Covisint E required fields Subject i invitation from Melissa Bass to Register with Covisint Please enter the recipient s email addresses separated by a semi colon Email Addresses this box is 80 characters wide Greetings Because of your job responsibilities you have been identified as an individual who will need a Covisint user ID s the Security Administrator for Covisint I am responsible for managing our company s users and their access to Covisint services Message Body Click on the hyperlink below to begin the Covisint registration process https register stg covisint com CommonReg cmd REGISTER INVITED USER amp parentCompanyId i101 amp langID 1 amp I will be notified when you have completed the process and will approve your User ID send invitation cancel Once you click the send invitation button users will be sent an email containing a link which will take them directly to the registration tool ready to register as users in your organization The correct organization will be automatically selected for them Roles and Services Manage Roles The Manage Roles option allows you to perform the following administrative duties e Understand privileges associated with each role e View remove users
36. assigned to a role e Add users to a role Covisint Connection and Administration gt Home Portal Help gt ContactUs gt logout Home MyProfile My Organization Search Reports Only A Test Testing Testing 123 Current Roles Roles are groups of privileges which can be granted to users Covisint has predefined several roles which are available to assign to any users in the organization available roles Role Name User Options Privilege Options Owning Organization Billing Administrator view remove users Covisint add users Individual Service Admin Owning Org view remove users Covisint add users Organization Service Admin view remove users Covisint add users Security Administrator view remove users Covisint add users Service Administrator view remove users Covisint add users Service Creation Manager view remove users Covisint add users User Account Administrator view remove users Covisint add users E Cavisint All Rants Reserved Click on the Role Name to view a description of the privileges associated with the role Click on View Remove users to view all users in your organization with that role You will be able to click on the Include all divisions box to view a list of all users with that role at or below your level on your company s hierarchy tree To remove role from a user click on the select box next to the user s name and then click on the remove selected role s button mS
37. ation of Service Authority Organizations SAO You can send an email reminder to the approving authority from the View Pending Requests screen by clicking the send reminder button You will have the opportunity to edit the reminder email before it is sent If your organization no longer requires a pending service package or site code you can cancel your request by checking the check box next to the request and then clicking the cancel pending request button ee Covisint Connection and Administration Home Portal kHelp ContactUs logout je Home My Profile My Organization Search Administration Reports Support Melissa Bass Covisint View Pending Requests for Covisint The following requests are currently pending approval The appropriate administrators were notified by email at the time of submission pending requests Date approver s organization Submitted type Request for Company Access Sub package 2 2003 08 14 Service Authority Org S40 send reminder i E request type request to a Service of DSP DT Request for Company Access vourco 2003 06 25 Service Owner Le Covisint send reminder to a Service EDT Ford Dow cancel pending request back to organization profile lt View Service Packages All of the service packages to which your organization currently subscribes are listed on the view service packages tab menu option They are sorted by category Sub packages if applicab
38. combination of characters in upper and lower case to create their new password return to user profile Caveint All Rgniz Reserved v4d Di diagnostics 1719ms server side processing time version 4 01 1b8 server time Wed Nov 05 13 56 55 CST 2003 request uri jsp secured resetPasswordSecured jsp database null connections 5 total Note Due to latency in external networks and email systems it may take some time for the password email to arrive in the user s inbox Most emails will take less than 15 minutes to arrive however some can take as long as an hour to be delivered to the user Reactivating an Inactive Service Package some of Covisint s portal partners require that users log in and launch an application at least once every 90 days Users who do not log in and launch an application within the 90 day period will lose access to their partner portal grants The status of the grant is automatically updated to inactive As Security Administrator you can re activate the user s grant There are two methods of reactivating the user s grant You can view your organization s inactivity report to reactivate or suspend user s grants en masse or you can reactivate a single user from the user s profile Inactivity Report To take action on many users inactive service grants use the inactivity report functionality To access the inactivity report start by viewing your organization service packages Click on the applicabl
39. covisint Covisint Connection User Manual and Administration Release date November 30 2003 CCA Version Number 4 0 Copyright 2003 Covisint LLC All Rights Reserved Confidential and Proprietary Primary ODIecllVBS oorissitutaecciutesm edateuncesoi eater eme quc vat use vtto vd dtu use vd acude PU efus 4 vof H 4 FAR AS Sud T 5 eren arena niceties M 5 Home Page Navigation and Me nu ccccccsccseeceeceeeceeceeceeeceesaeeseeseesaeeees 5 MY ael EE OS T ETE TDERDUEOUEN 6 VIEW WING MOM le seoaren saonenn NERA 6 VIEW Service PACKAGES issisoorsicroiceorororonoiaro Idus ior rrr E AO 7 Request Service Packages and Sub Packages eseeueeuss 9 REGUE SEE DOG ee ann nnn Nene ee oe Rete pac bu med uM MUN I IU MUR 11 VIEW engdiBd sedes Secus utet etobt tedio tet cot toto pu IPIS ht EI ER 11 VIEW IR QUEGSE IFISIORY AE I TE 12 EGIL IVY INOM ON ooo tocar ota QUSE RESE ERE RE UAE eap EEOAE 13 Change PassWOLEGiucesteects actas tend a a tintin nanctaac a cUn 13 My OrganizZatlOh etait oae eate ota ote se chat I MN M MIEL M i 14 View My Organization Profile esee 14 View My Organization Services esssessssseesseee nennen nnne 15 View My Organization Administrators ccccecceecceeeseeeeeeeeeeeeeeeeeeseeeaeeees 15 JO Day Inactivity Futictionallty i gie bec tet Eoo HE Orr CdEL Ib Pp CUP I rop A POP verd 1
40. cters in length and can contain no more than 20 characters User IDs must be unique within Covisint CCA no two users can have the same ID Choose and enter the your password The password must conform to Covisint s password rules You can click on the show password rules link for more information regarding the password rules The password rules are also detailed in the Reset Password section in the User Manual module of this manual Re enter the password in the Re enter password box Choose and enter the your Challenge Question and Challenge Answer The Challenge Question and Answer will be used to allow you to reset your own password For security purposes the Challenge Question and Answer should contain information known only to you Click on the continue registration button Covisint Connection and Administration gt Home Portal Help gt Contact Us Logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint enter user information steps G 0 Please input your user information into the fields below user login information m j required fields User ID Es HollyGOLightly Note Userid must be at least 4 characters and no more than 2 baci aer If your company uses a standard convention for issuing userids for internal applications you may wish to adhere to the same conv rention and select the same id for simplicity Password Ir show password
41. ction reason C C qauser5 qauser5 qa services requested Covisint Supplied Services approve reject service package name rejection reason A C C Library Services zi Partner Portals approve reject service package name rejection reason DaimlerChrysler Portal Service f r Mercedes Benz PKW Smart und xi C C Nutzfahrzeuge MB Smart NFZ Site Code 99001053 x submit decision cancel xl Services to which your organization does not subscribe are denoted with the red X icon A default rejection reason is filled in for services that the user requested but the organization does not have access You cannot approve user service requests unless your organization subscribes to the requested services Once you have reviewed your decisions and entered in reasons for rejection if applicable click the submit decisions button After clicking the submit decisions button you will be prompted twice to verify the decision The first prompt asks you to confirm your decision The second prompt serves as a reminder that some Covisint services notated with a green dollar sign icon are billed on a per user license fee Adding new users to these applications indicates your organization s willingness to pay for the incremental license fees Click OK if you agree to the terms and to proceed with the approvals Pending Requests Organization Requests The number of pending organization service request approvals and all organization informati
42. cured viewllserServices jsp database null connections 6 total 7 To view details of any service package grant simply click the package name If you subscribe to any Partner Portals detailed information about the associated codes is accessible by clicking the package name RT Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Melissa Bass Covisint view service packages for Melissa Bass edit user profile gt change user password gt view pending requests request service gt view request history The service packages currently granted to this user ID are listed below The service packages are organized by Category Click on a Service Package Name to view details about the service package Administrators may click on a service package name to remove the service package access from this user ID I uses site codes service package name more info status status for organization date granted updated Covisint required more info V Active Active 2003 03 28 EST Ford Supplier Portal M more info V Active V Active 2003 08 04 EDT Purchasing i Supplier Improvement Metrics SIM M more info V Active V Active 2003 10 29 EST Contact Covisint Requirements Legal Covisint All Rights Reserved v4 01 diagnostics 284ms server side processing time version 4 01 1b6 server time Wed Oct 29 15 55 52 CST 2003 re
43. d to by the organization Note If approved the selected services will be granted and assigned to the organization but are not automatically granted to the Organizations Security Administrator To access ard use these services the newly approved Administrator can grant the approved services to anyone in the organization including himself herself services list Bl per user fees apply additional information needed Service package name More info r Content Management morw info r DaimlerChrysler Content Management mor info Covisint Internal Applications GRID Covesint access more info Covisint Supplied Services C UB Asset Recovery System more info L Covisint Connect more info Fl GRID Suppker Access more info Ubrary Services more info r Suppher Bulletin more info F O Supplier Connection more info r YourCo more info r Mopar National Installer Reports more into 5 Mopar Supercedence Narratv 3270 more info M OaenlerChrysier Portal Admeestrative Service for DC Asia more into FT OwmierChrysiar Portal Service for Chrysler Group more into FT DamierChrysier Portal Service for DaimlerChrysler Services North Amenca more into FT DamierChrysier Portal Service f r Mercedes Benz PEW Smart und Nutzfahrzeuge MB Smart NFZ more info 4 Dolphi Supper Portal more info B Ford Supplier Portal more Info r GCAC Portal Members Only more info r Auction Scheduler more Info r Catalog Marketplace more inf
44. decide to keep the old information simply click on the undo changes button which will reset the fields to their former state It is important that you keep your user profile up to date in order for your oecurity Administrator to inform you of any changes regarding your account or your service packages Change Password It is important to change your password every 90 days to keep your account secure To change your current password click the change password link on the main navigation or via the options links You will then be required to input the new password twice for verification Covisint Connection and Administration kHome Portal Help oF ContactUs logout fm Home My Profile My Organization Melissa Bass Covisint Change Your Password Please enter a new password change password required fields Current Password show password rules Re enter New Password Neu Password submit password change P Your password must adhere to Covisint security standards You can view the 7 password rules by clicking show password rules on the password reset page Password Rules e 8 characters minimum 0 character maximum must contain at least ane nan alpha character number or special character j cannot be the same as the user ID e cannot be repeated for a cycle of 7 password changes
45. e NH 00000 C WABCO Fahrzeugbremsen 44 Auenue Aristide Briand Claye Souilly Frankreich 77411 Viewing 1 3 of 3 Show 50 _ per page continue registration perform new search If you cannot locate your organization from the above list you may conduct a new search or register a new organization If you would like more assistance on searching go to search tips find organization by keyword search E BeR 1z enter ornanizatinn name F TES RE EE Tr Connection and s g ut i n us Bre 0 S seil A gt E Step 4 enter organization information Enter your organization s name and address information in the required fields Your organization name must be unique If you wish you may also enter a phone number and duns number in the non required fields Required fields are denoted with red text and an asterisk Non required fields are gray Click on the continue registration button gt Home Portal Help amp ContactUs gt Logout Covisint Connection and Administration Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint enter organization information steps 4 2 G4 0 0 Please enter your organization information below organization information i required fields Top level Organization H Covisint Organization Name Address 1 i Address 2 CS Address 3 5 City Region State Province l Postal
46. e following decisions are ready for submission If all decisions are correct please select the submit decision button If you wish to further edit these decisions please select the cancel button to return to the inactivity report users to be revoked from Ford Supplier Portal organization name user name date since last Ford Supplier Portal access organization name user name date since last Ford Supplier Portal access users to be reactivated from Ford Supplier Portal organization name user name date since last Ford Supplier Portal access Covisint Bass Melissa 2003 08 04 EDT organization name user name date since last Ford Supplier Portal access submit decisions cancel E Caveat All Rgtts Reserved v4 D1 diagnostics 2590ms server side processing time version 4 01 1b9 server time Wed Nov 05 14 44 05 CST 2003 request uri jsp secured Reports inactivity InactivityReportConf jsp database null connections 5 total Reactivating a Single User To reactivate a single user view the service package list in the user s profile You will notice the status of the service package is inactive a es Covisint Connection and Administration gt Home Portal Help gt Contact Us logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint view service packages for Chris Waters view profile view service packages gt edit user profile gt reset user passwo
47. e service package On the service package details page click on the view inactivity report to generate the report Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint Ford Supplier Portal details for Covisint The following shows all details about this service package that is currently granted to the organization The status of the package can be active or suspended A suspended package is unavailable to al users in the organization To suspend an active package click on the suspend button 4 suspended package may then be permanently removed To Permanently Remove a suspended package click on the Permanently Remove button Note that a permanent removal cannot be undone gt view organization profile gt view organization service package list service package status status vf Alive suspend service package information description Ford Supplier Portal owner organization Ford Motor Company GSDB code 2149 service authority organization SAO Covisint request to change SAO Brooks Unlimited Covisint FSP other organizations with zane authority ape desi deiude ao esignation EORD MSG TEST ORG1 My Company Strong Ltd GSDB code view current GSDB code inactivity report description view inactivity report A list of all users with whose service package status is inactive will be generated You can sort the Inactivity Report by first name last name and last acc
48. earch enter organization name m mm g S contains search tips results per page 5g w search OR If your company does business with any of the companies displayed in the drop down list below you may be able to find your Covisint organization using their supplier code identifier Select a company from the drop down then enter the supplier code they use to identify your company Mote The supplier code you enter may be either a parent code or a site code The search will resolve your entry to the parent code then return any associated organizations in Covisint find organization by supplier code select a supplier portal Chrysler Group Financial v enter supplier code results per page 50 search A list of organizations matching your search criteria will display Select the correct organization from the list displayed If none of the organizations are correct you can search again from the search window on the bottom of the screen Next to each organization is a hierarchy icon displayed in the org column The hierarchy icon will denote whether the organization is a top level organization or a division If the top box on the hierarchy icon is highlighted the organization is a top level organization with divisions If the bottom right box of the hierarchy icon is highlighted the organization is a division of another top level organization You can click on the hier
49. ed before submitting Use the default reason in the box below or enter a different removal reason This reason will be logged IV Check this box to generate an email to the user notifying them of the status change Permanently removed as part of the User Audit zl continue cancel m Cavell All R 3niz Reseved vd Di diagnostics 7ms server side processing time version 4 01 1b8 server time Tue Nov 04 15 15 46 CST 2003 request uri jsp secured audit annualAuditUserReview jsp M datahaca mull connachHonc 12 tatali x Once you have concluded reviewing the user list for each service package click continue to the next step You can then confirm and log audit completion Logging completion of the audit fulfills the annual audit requirement gt Home gt Portal Help ContactUs gt logout Covisint Connection and Administration Home MyProfile My Organization Search Administration Reports Only A Test Testing Testing 123 User Audit Annual User Grant Audit Testing Testing 123 Quarterly User Audit Annual User Grant Audit You have PERMANENTLY REMOVED the following users e Only A Test for the following reason s Permanently removed as part of the User Audit As an administrator of Testing Testing 123 I acknowledge my responsibility for user access in Coyisint I have reviewed the list of users in my company with Covisint access and believe these users to be ap
50. eees 21 VION SCIVICE PACKAGES oi corsaiassnsos rte na snes E roos m vom EON E PONE CUI OUR CUN ED Ed 22 MAI MmI IZIRe E EDS 23 NIEGW US 6 S sco 24 Request a Service or Site Code for My Organization 24 Request a Service Package ccccceccceccseeeeeeceeeteeceeceeeseeeseeeeueseeseeeseeaes 24 Request a Sub package ccccecceccsecceeeeeesneteeeeeeteeeeeeeseteeeeueteeeeeseeteeges 25 REUSS a SIE COSI ost tata ura E 26 Remove a Service or Site Code from My Organization 28 SEO AM CM MERE S TU 29 Search for Users in My Organization ccccceccceeceeeneeceeeeeeeeeeeeeeeeeeeeeeees 29 Search for Divisions in My Organizations Hierarchy 30 AGIMINISU ANON Lei ccaccie toon PUR QE eot Dau eub HG bo EINE VE OP PEUE DIL PED UE VEI EE UU UDUAEL PU DUI 30 Pending Requests User Requests cccccceccseeseeeeeeeeeeeseeeeeseeeeeeeeeees 30 View Details of a Pending User Request ccccccsecceeeeeeseeteeeseeteeeeeenaes 31 Pending Requests Organization Requests ccceceeceeeceeeeeeeeeeeeeeees 32 Jaja cM 33 Roles and Services Manage Roles cccccccceecceeeseeeaeeeeeeteeeseeeseeeaes 34 Audits AUI USGES iss cox e UE EUR Ma tI eus AP EN DP EIC DP UEM dE QN DR D UL 36 Audits Audit Users Grants sitet ihe octaua irrtd Gs cba dcl d crd e abad dodi 38 F
51. egistration Information cccccccceccceeeceeeaeeeeeeeeeeceeseeeseeeeeeeaess of Organization Options Registering a New Top level Organization of Step 1 Select the New Top Level Organization Option 57 Step 3 enter organization information eseeeeeeeeeeeeeeeeeee 59 Step 4 enter user information eccna ET 59 Step 5 select service PACKAGES cccccccecccecceeeceeeseeeceeeeeeesueseeeseeeseees 60 Organization Options Registering a new Organization Division 64 Step 4 enter organization information sseeeeseeeeeeeeeeeeee 67 Step 5 enter user information cece cece ecc eee eeeeeeeeececeeeeeeeeeeeeeeeeeeeeeteeees 68 Step 6 select service PACKAGES ccccccsccceceeeeceeeceeeceeeseeeseeseeeseeeseeees 70 LIS CF IRC ie dz I0 RET TOTO UT 72 Additional Resources ccccccccecceeceeceeceeceeteeceeceesaeceecaeeeeeceeeeeseeseeseeseeceeseesaes 78 Glossary Ae MEI T 78 I INTRODUCTION The Covisint Connection and Administration CCA User Manual aims to provide CCA Users Security Administrators and Organization Service Administrators with a step by step guide to using the CCA application to maintain user profiles to manage service package access to perform administrative duties and other registration procedures This manual is divided into two major sections e User Manual e Administrat
52. equest a Sub package To request a sub package sometimes referred to as an application of a particular package click the request sub package application package link beneath the package The package must be granted to the organization before the sub package can be requested or granted A list of sub packages will appear Click on the request button next to the one you wish to request Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint request service package Covisint steps 2 The following list contains all service packages currently offered by Covisint and other Covisint members Please indicate the service packages your organization requires by clicking the buttons below per user fees apply RM subscribed to by your parent company Illlll additional information needed service packages Chrysler Group DCA 4 Pete request more info Demo Training request more info Engineering Change Notice request more info RSRC EBOM Applications request more info Technology Rating and Reporting System request more info Extended Enterprise Material Cost Management request more info Finance Corporate Accounts Payable CAP request more info Health Care Finance request more info Human Resources OHM Connect request more info MNPAR zl Request a si
53. equest reason may be entered at this time Please enter any additional details that may assist the approving administrator in understanding your request REQUEST REASON organization information UE Testing Testing Testing Address 1 1234 Test Phone Number Address 2 Fax Number Address 3 DUNS City Region Test URL State Province TE Postal Code 45265 Country UNITED STATES user information Organization Name Prefix Ms Address 1 1234 Test First Name Only 4 Address 2 Middle Name Address 3 Last Name Test City Region Test Job Title State Province TE Phone Number 2458885858 Postal Code 45265 User ID testingi2testing Testing Testing Testing mobile phone Country UNITED STATES number Fax Number Time Zone GMT 05 00 Eastern Time US amp Canada Email Address testing covisint com Language Preference services selected Partner Portals Ford Supplier Portal English submit registration back Covisint All Rights Reserved v4 01 diagnostics Sms server side processing time version 4 01 1b39 server time Wed Nov 05 21 35 09 CST 2003 request uri jsp registerConfirm jsp Organization Options Registering a new Organization Division Registering as a new division is a seven step process When registering as a division it is important to understand that you are creating a hierarchy for your
54. es FORDSTAR more info Active 2003 08 01 EDT zi View Hierarchy The view hierarchy tab menu option shows the current hierarchy of your organization within CCA This structure reflects the Covisint user administration model not necessarily the legal or physical structure of your organization To view or edit an organization simply click on its name within the organizational tree To view the registered users in each organization or division click on the user icon To add an organization or division the Security Administrator for the new organization must add a new organization division via the registration function at https us register covisint com start html view nierarcny Tor GC ovisin View profile View service packages View heirarchy View users Administrator gt edit organization profile gt view grant history gt view request history gt view pending requests This page shows the current hierarchy of your organization within CCA This structure reflects the Covisint user administration model not necessarily the legal or physical structure of your organization To view or edit an organization simply click on its name within the tree To view the registered users in each organization or division click on the user icon note To request changes to the administrative hierarchy send an email to hierarchy Gicovisint com indicating the changes requested and the best way to contact vou n
55. ess date or organization name You can also check the Show All Divisions box to show all users in all organizations below your own on your company s hierarchy The Inactivity Report will display the organization name the user s name and the date of the instance of the user launching a partner portal application You can choose to either take no action to revoke partner portal grant from the user or to reactivate the user s partner portal grant If you revoke the user s partner portal grant the user will lose all training certification and transaction history in partner portal applications and will not be able to re gain that information J m Covisint Connection and Administration gt Home Portal Help Contactlis gt logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint Inactivity Report for Ford Supplier Portal The following users have not accessed the Ford Supplier Portal Package nor any of its subpackages in over 90 days Ford Supplier Portal policy requires an administrator to reactivate any users who are inactive for over 90 days Please note that you have the following options e Users who no longer need Ford Supplier Portal access can have the service revoked by clicking the revoke access check box e Users who no longer need access to any Covisint services can be suspended and permanently removed by clicking on the user name and accessing the user profile
56. est for User Access to a Service New Auction 2003 11 02 EST return to user profile Specify User Password You have the option to specify a user s password Specifying a password can be used as an alternative to resetting the password if the user is not receiving their password email or if there is an urgent situation Once the password has been specified the user will need to reset it upon his or her next log in Specifying a password is an appropriate choice when the user needs to be able to gain immediate access with the new password or when the user does not have access to email and can t use the reset password option To specify a password search for the user s profile then click the specify password option The user s challenge question and answer will display The challenge question and answer is intended to verify the identity of the user If you are unsure that the person requesting the password change is indeed the owner of the ID then you should require the user to answer the challenge question before resetting the password Once you have verified the user s identity you can enter the new password in the New Password box Remember that the password must conform to the password rules You can click on the show password rules link for a detailed explanation of the password rules or refer to the Reset Password section of the User Manual module of this manual for more information Re enter the new password in the second New Pa
57. from your search results Covisint Connection and Administration kHome Portal Help ContactUs gt logout Home MyProfile My Organization Administration Reports Melissa Bass Covisint organization search organization name keyword search for organization Enter the organization name or any portion of the organization name and click Search i required fields organization name i eggin search tips filter options filter options EXCLUDE these from my results m Active M Pending M Suspended rf Permanently Removed Rejected results per page co E search Administration Pending Requests User Requests Access pending user requests by clicking the User Requests sub menu under the Pending option in the Administration menu User requests are broken out into three tabs V New Users V User Service Requests V User Site Code requests The number of pending user requests for each and a summary of user information is listed in parenthesis on each tab Services to which your organization does not subscribe are denoted with the red X icon Covisint Connection and Administration gt Home Portal Help Contact Us gt logout Home MyProfile My Organization Search Reports Melissa Bass Covisint Review Users Pending Approval The following requests are pending approval Please review the user information in order to validate that the user is an employee
58. ge click deselect and continue to deselect this service package and continue registration without this service package Please Note Tou may enter a site cade OR a parent code in this space In either case our system will look up the parent code and associate it with your request code continue registration back deselect and continue If you selected a service requiring a supplier code you can enter either your parent code or you location code In either case CCA will look up the parent code and the parent code will be associated with the request If you cannot find the additional information that you need you can click on deselect and continue This will allow you to continue with your request but will unselect the service so that it is not being requested at this time Step 5 review request and submit The final step of this registration process is to review all information input in the previous steps Thoroughly review this information before clicking the submit registration button If you wish to edit any of this information click the back button to return to previous screens Additional Resources Glossary of Terms Security Administrator the person able to control all aspects of security within their CCA organization and down the entire CCA tree if exists Organization Service Administrator the person in a supplier organization able to grant and revoke a certain designated Service from users within
59. gistration Information All registration activities can be commenced from the Registration Tool start page The URL for the start page is https us register covisint com start html Each organization registered in CCA must have its own Security Administrator For this reason all new top level organization and new organization division registrations also include steps to register a Security Administrator Depending on the service package that you register for you may be asked to review and accept supplier portal specific user agreements during the registration process Organization Options Registering a New Top level Organization Registering a new top level organization is a six step process Step 1 Select the New Top Level Organization Option You may register a new top level organization by pointing your browser to Registration Tool Start Page Select the New Top level Organization Option Covisint Connection and Administration gt Language Portal gt Help welcome covisint registration Thank you for choosing to register with Covisint To begin the multi step process please select from the options below If you are unsure what option to select help for this screen is available user options New User Select this method if you are an employee of an existing Covisint Member Company seeking access to one of the applications your Organization currently subscribes to OR if you are not sure if your organization is registered
60. gistration process includes a search for existing organizations registered with Covisint If your organization does not exist you will have the opportunity to register a new organization Covisint Connection and Administration Language Portal Help welcome covisint registration Thank you for choosing to register with Covisint To begin the multi step process please select from the options below If you are Unsure what option to select help for this screen is available user options New User Select this method if you are an employee of an existing Covisint Member Company seeking access to one of the applications your Organization currently subscribes to OR if you are not sure if your organization is registered Please note after selecting this option you will be prompted to locate your Organization within our system organization options ew Top Level Organization O N T L lu Iz ati select this method if you wish to jain the Cavisint Exchange as a new Covisint Organization Please note you must be the individual wishing to be the Security Administrator of your Top Level Organization to select this method New Division select this method if you would like ta become the Security Administrator of a new division within an existing Covisint Organization Please note after selecting this option you will be prompted to locate your Organization within aur system the responsibilities of the Security Admini
61. h button Basic Search for User H required fields SS Snr ett last name first name begins with search tips filter options filter options EXCLLIDE these from m results Active Pending Suspended Permanently Removed Rejected All divisions results per page 50 search Advanced Search for User To find users based on their service package grants select a package from the drop down If the selected package uses location codes you may refine your search further by entering a user location code Advanced Search for User Hd required fields SEDE tate Lane s last name first name begins with z search tips package name Ford Supplier Portal user location code begins with filter options filter options EXCLUDE these from my results m Active m Suspended All divisions ho i reculte nar mane Use the advanced search options to search for all users in your organization with a given service package or site code Search for Divisions in My Organizations Hierarchy search for divisions in your organization by clicking on the Search for Divisions option in the Search menu Select the search criteria from the drop down menu then input the name of the organization and click Search Use the filter options to narrow your search Click on the check box es next to the filter options to exclude active pending suspended permanently removed or rejected companies
62. he user the first half of their new password before ending the call posted on the following page after clicking the reset password button reset password Challenge Question hello Challenge Answer 1234 reset password return to user profile diagnostics 1071ms server side processing time version 4 01 1b8 server time Wed Nov 05 13 28 46 CST 2003 request uri jsp secured resetPasswordSecured jsp database null connections 5 total The first four characters of the password will display To eliminate confusion CCA uses only numeric characters in the randomly generated passwords The password was successfully reset and an email containing the second half was generated and sent to the user Covisint Connection and Ajkninistration gt Home Portal Help Contact Us gt logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint Password Reset Successful The password for Melissa Bass has been successfully reset The first HALF of the randomly generated 8 character password is The second HALF of the password has been emailed to the registered email address mbass covisint com All 8 characters are needed to logon Please note that for legibility the randomly generated password will be uppercase characters and circular characters will always be the numeral zero However after successfully logging in with the randomly generated password the user may select any
63. ier code If your organization is not the SAO for a service package that uses supplier codes you should be aware that all future requests for sub packages and site codes will be routed to the SAO Organization s Security Administrator for evaluation User Administration Objectives The User Administration portion of this manual will assist you in managing user specific issues This section of the manual will enable you to perform the following e Add a Service Package to a User Remove a Service Package from a User s Profile Move Users to a different Organization on your Hierarchy Tree Modify User s Roles View Grant History View Request History View Pending Requests Specify and Reset User Passwords Reactivate an Inactive Service Grant Add Service Package to User You can add any service package to which your organization has access to a user s profile First you will need to search for the user using the search function Next click the add service package link m Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint view profile for Melissa Bass view profile view service packages Change user password gt add service package UT HUS quests vi gt edit user profile specify user password gt request service gt view request history gt move use
64. int All Rights Reserved diagnostics 149ms server side processing time version 4 01 1b9 server time Fri Nov 07 15 00 26 CST 2003 request uri jsp registerUserInfo jsp database null connections 7 total Enter your preferred user ID User Ids must be at least 4 characters in length and can contain no more than 20 characters User IDs must be unique within the Covisint exchange no two users can have the same ID Choose and enter your password The password must conform to Covisint s password rules You can click on the show password rules link for more information regarding the password rules The password rules are also detailed in the Reset Password section in the User Manual module of this manual Re enter the password in the Re enter password box Carefully choose and enter your Challenge Question and Challenge Answer The Challenge Question and Answer will be used to allow you to reset your own password For security purposes the Challenge Question and Answer should contain information known only to you Click on the continue registration button Covisint Connection and Administration gt Home Portal Help gt Contact Us Logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint enter user information steps G Please input your user information into the fields below user login information j required fields User ID melissatest2 No
65. int Connection and Administration CCA tool allows multiple independent administrative organizations for a single Legal Corporation Some services such as the Ford and DaimlerChrysler Supplier Portals require relationships between these organizations based an the Supplier Code The Service Authority Organization is responsible for all organizations with the same parent supplier cade Service Authority Organization Responsibilities e Approve Requests for the service submitted by Related Organizations e Approve and Revoke Site Codes grants to Related Organizations Revoke access to the service from Related Organizations Note that the Service Authority Organization designation may be transferred to any other independent CCA organization sharing the same parent supplier code for the service Ei If another organization has already been granted the Service Authority Organization designation the registration tool will display a screen explaining that there is already a SAO for the requested code If a SAO exists your request will be routed to the SAO Security Administrator for review Click on the yes accept button to continue a Covisint Connection and Administration Portal Help Review Ford Supplier Portal SAO Information steps G G The Supplier Code that you entered for Ford Supplier Portal is already in use by another organization Your request will be routed to the administrator of the Service Authority Organization SAO for
66. ion Manual ALL users even those with Administration capabilities will find the User Manual helpful The Administration Manual is directed to those with an administrative role Primary Objectives After reading the USER MANUAL portion of this document ALL users will be able to e Update their Covisint user profile Routinely change passwords Reset a forgotten password by answering a Challenge Question View and contact the organization s Security Administrators Request additional applications or request additional site codes associated with a service for themselves After reading the ADMINISTRATION MANUAL portion of this document Security Administrators will be able to e Understand various Administrator roles and the associated responsibilities e Approve or reject users requests e Maintain user and organization profile information e Delegate tasks to other administrators in the organization hierarchy After reading the ADMINISTRATION MANUAL portion of this document Organization Service Administrators and Security Administrators will be able to e Grant or revoke access permissions to active internal users e Manage your organization s subscription to service packages e Request additional applications or request additional site codes associated with a service for the organization Icons The following list explains each icon used throughout the guide to help you better understand CCA processes Important information regarding a topic
67. is functionality is used to request access to a new service sub package or site code on behalf of your organization Before you can grant any service sub package or site code to a user it must be granted to your organization Request a Service Package Request a service by clicking on the Request A Service Package for My Organization option from the My Organization menu A list of all service packages not already granted to your organization will display Click on the request button next to the service package name Your request will be routed to the approving administrator and you will be notified via email once a decision has been issued for your request If access has already been granted to your company you will see the words access granted next to the service package name and description Icons indicating the following functionality are noted next to each service package as appropriate Packages already owned by your parent company will be denoted by a check mark IIl Packages that require site codes are denoted with a bar code symbol Packages that will cause the user to incur fees are denoted with a dollar sign 35 m Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint request service package Covisint Steps The following list contains all service packages currently offered by Cov
68. ished through a central office while in other companies this may be accomplished by delegating responsibility to people spread throughout the company The delegated model allows each company to set up the structure that best fits their needs for managing security The delegated model allows a single company to set up one or more organizations in CCA CCA organizations are simply groupings of users with their own administrator s and their own available service packages Organizations that are created below the parent organization are called divisions Administrators in the parent organization can perform tasks on users in the divisions below Administrator Roles There are several administrator roles available in CCA that can be assigned to users These roles can be used independently or multiple roles can be combined for a broader variety of administrative options The available roles are Y Organization Password Administrator Organization Service Administrator V User Account Administrator Y Security Administrator Each organization must have at least one Security Administrator The Security Administrator holds a superset of all administrator rights and responsibilities Your organization can have as many or as few administrators as you wish Organization Password Administrator This role provides the ability to search for users to view users profiles and to reset users passwords Note that users should still be encouraged to rese
69. isint and other Covisint members Please indicate the service packages your organization requires by clicking the buttons below per user fees apply MM subscribed to by your parent company Ililll additional information needed Content Management Applications Content Management access granted Sub packages are bundles of applications available for those approved to access Content Management To request a sub package of Content Management please select the request sub package link below more info gt request sub package application package MOPAR Mopar Supercedence Narraty 3270 request more info Partner Portals DaimlerChrysler Portal Service for Chrysler Group UII access granted more info Sub packages are bundles of applications available for those approved to access DaimlerChrysler Portal Service for Chrysler Group To request a sub package of DaimlerChrysler Portal Service for Chrysler Group please select the request sub package link below gt request sub package application package DaimlerChrysler Portal Service for DaimlerChrysler Services North America II access granted more info Sub packages are bundles of applications available for those approved to access Tr DaimlerChrysler Portal Service for DaimlerChrysler Services North America To request a sub package of DaimlerChrysler Portal Service for DaimlerChrysler Services Morth America please select the request sub package link below R
70. istration Roles and Responsibilities section of this manual Covisint Connection and Administration gt Portal gt Help accept administrator role As the first person registering on behalf of your organization you are automatically designated as Security Administrator The Security Administrator is responsible for approving new users resetting user passwords granting user access permissions approving new divisions rejecting requests N revoking user access Therefore this is a critical role especially in regards to security Depending upon the number of people in your organization who are currently registered with Covisint this role may require a great deal of effort on your part Please consider the time commitment before accepting this role However to assist you as Security Administrator additional administrators can be appointed to distribute the workload To accept this role and its responsibilities please click the accept administrator role button If you do not wish to assume the role of Security Administrator please click the no i do not accept button Doing so allows an alternate person within your organization to assume the Security Administrator role accept administrator role no i do not accept 9 Covisint All Rights Reserved v4 0i version 4 01 1b9 request uri jsp registerAcceptAdmin jsp diagnostics 16ms server side processing time server time Wed Nov 05 15 5
71. ization s profile Y Edit organization profile V View grant history Y View request history View pending requests These options are available on all Organization pages Options Edit Organization Profile You can edit your organization s contact information by clicking the edit organization profile option Options View Grant History By clicking the view grant history option you can view the history of all service packages and site codes granted to your organization as well as the date of the grant and the name of the grantor You can search for particular grant information by entering an event date or by selecting a service package and clicking search J m Covisint Connection and Administration kHome Portal Help oF ContactUs logout mg Home My Profile My Organization Search Administration Reports Support Melissa Bass Covisint view organization package grants logs for Covisint Search Criteria enter event date 1 select a service AJl package initiate search search 2003 11 03 01 19 25 EST additional event date administrator requested package event notes infa Daimlerchrysler Portal Eo eue Chalamalasetty Venkat Administrative Service Granted for DC Asia Er Chalamalasetty Venkat oe Installer Granted us DaimlerChrysler Partal T Options View Request History You can view the history of all o
72. l of effort on your part Please consider the time commitment before accepting this role However to assist you as Security Administrator additional administrators can be appointed to distribute the workload To accept this role and its responsibilities please click the accept administrator role button If you do not wish to assume the role of Security Administrator please click the no i do not accept button Doing so allows an alternate person within your organization to assume the Security Administrator role accept administrator role no i do not accept Step 3 find organization In order to register as a new division you must first find your top level organization You can search for your organization two ways by name or by supplier code To search for your top level organization by name enter your company name in the organization name search box and click the search button To search by supplier code enter the desired supplier code and select the correct partner portal from the drop down menu that corresponds with the code then click search Covisint Connection and Administration Portal Help find organization steps Q G As a new user you may perform a keyword search for any active organization by full name by begins with or by contains criteria If you are unable to find your organization after performing a search you may decide to create a new organization find organization by keyword s
73. l profile only View Organization Profile All organization contact information on file is available from this page including the names of the organization s Security Administrators If you are the Security Administrator for this organization the option links located across the top of the profile screen are accessible only to you Home My Profile My Organization Search Administration Reports Support Melissa Bass Covisint organization profile for Covisint View profile View service packages View heirarchy Administrator edit organization profile t view grant history View request history View pending requests All organization information is available from this page including the names of the organization s Security Administrators If you are a Security Administrator for this organization you may use the option links below to perform available administrative tasks organization status within covisint connection and administration Status V Active status options organization information Name Covisint Address 2709271 Lahser Road Southfield MI 46054 UNITED STATES Phone Number 2488275303 i mE URL http www cavisint com Fax Number 2488276110 l DUNS Number 0 lt Options Four options are available to assist you in managing the information contained in your organ
74. le are grouped under the parent service package The status of the service package grant is listed along with the date the package was granted To view details of the various service packages simply click the more info link Covisint Connection and Administration gt Home PPortal Help gt ContactUs logout gm Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint view service packages for Covisint View profile View service packages View heirarchy Viewusers oO Administrator S gt edit organization profile gt view grant history gt view request history gt view pending requests The following is the list of services currently granted to this organization The service packages are organized by category To view service package details click on the service package name You may suspend remove a service from the organization from the details screen lll uses site codes service package name more info status date granted MOPAR Mopar National Installer Reports more info vf Active 2003 10 30 EST Problem Solver more info vf Active 2001 10 07 EDT Covisint Advanced Quality Planner more info vf Active 2002 08 15 EDT CE Covisint required more info vf Active 2001 10 07 EDT Ford Supplier Portal IlI more info Vf Active 2003 08 29 EDT Collaboration n i ANAQUA more info V Active 2003 01 28 EST Customer Service i Attendance amp Grad
75. lick on the continue registration button E Covisint Connection and Administration Microsoft Internet Explorer provided by Covisint File Edit View Favorites Tools Help Back gt Q a Bsearch Favorites EBristory ry amp H amp 9 Address e https register stg covisint com CommonReg Go Links ze i Snagit Covisint Connection and Administration gt Portal gt Help enter user information Steps 0 0 Please input your user information into the fields below user login information required fields Ems bae Us at inl st 4 E cters men ore than 20 Honig elvan If your company uses a standard convention for issuing userids fo S ie ations yo ay wish Soha re to i ne convention and select the same id for simplicity E amp show password rules User ID Password Re enter Password Challenge Question in case OX aboye xampie H yy ae ny no I 255 character limit on your question T ord you will be asked to answe challenge iis estion based o nput in the text d maiden name Example 2 Nha tis the na SF the high s vie ups atten ida d There i sa SW Challenge Answer Note to retrieve a ne rd your answer MUST exactly match what you input into the text box above The answer will be punctuation sensitive Bo th he qu on and the answer will be accessible to your Security Administrator continue Ren undo changes zi Done B ep Internet start
76. ll help you manage the service packages granted to the users in your immediate organization or below Select the service package and click submit to display all users who have a grant to that package After running the report you will have the option to download it into Excel Select your criteria and click submit to generate the report Report Criteria NM my immediate organization only include organization options n C include all organizations below select a service package New Auction initiate report submit view report in Excel 2003 11 04 10 47 40 EST User SSO Id II Last Name First Name Email Address Status Organization Name MBASSTEST2 Test Only only atesti x com Active Testing Testing 123 User SSO Id I Last Name First Name Email Address Status Organization Name Service Authority Organization Designation service Authority Organizations SAOs are organizations that have authority over a specific parent supplier code for a specific service An organization becomes the SAO by being the first to register and be approved for access with a particular parent supplier code The SAO designation is valuable when a company has several entities that fall under a single supplier code but operate as independent top level organizations in CCA If your organization is the SAO for a service package you may receive service package and site code requests from other top level organizations that share the same parent suppl
77. ll service packages currently offered by Covisint and other Covisint members Please indicate the service packages you require by clicking the buttons below per user fees apply M subscribed to by your parent company Ili additional information needed service packages Content Management Applications Content Management request more info DaimlerChrysler Content Management request more info Covisint Internal Applications gi CAS Covisint Internal request more info GRID Covisint Access request more info Covisint Supplied Services __tequest_ Asset Recovery System request more info Covisint Connect request more info Covisint Web Connect request more info GRID Supplier Access iL request more info Library EEEREN B more info Supplier Bulletin request more info Supplier Connection request more info Demo x You can request Sub Packages by clicking on the request sub package link under the applicable Partner Portal Service A MOPAR Mopar National Installer Reports IL request more info Mopar Supercedence Narraty 3270 IL request more info Partner Portals DaimlerChrysler Portal Administrative Service for DC Asia IH request more info DaimlerChrysler Portal Service for Chrysler Group IL request more info DaimlerChrysler Portal Service for DaimlerChrysler Services North America MINE request more info DaimlerChrysler Portal Service f r Mercedes Benz PKW Smart und IH request
78. ly Pere throug Corant Piease select for Ihe sorvco pack eget below B per user feet acchy Z bhona eformation needed Bervi n pocheqe nome More elu r Content Med ment mory inde r DaeserChryvie Content Management meen inte C amat Recovery Syrien ieee wto r Covent Comect more into r AID Suppter Accent tere inte r Ubrary Gorce merv inte r tuppher Bul te mere info r w Supper Coneecton moro into CINE r vowv o merv inte MOP AS r Mope Natonal Toataler Reports mere into r Moser Supercedenca Nurat 3278 meee nto r DaederChryer Portal Adrevetrative Senece for DC ana moru inte n DaeterChryier Portal Sennce for Chrysie Group morw info r Daemer hepar Portal Serre For Came Cyl Senece North amens nery ntn r DaeterChryrer Porta Gence fiz Mercedes erg PEW Smart und fitzfehzeuge VA Smart NEZ mor info Geely Copter Porta meee into r Ford Guppher Ports more inte r GCAC Porta Manners Onfy Here ndu e Mc ion Scheduler mort info E Catalog Metetplace more info r Commet ite Catalog mere info r Covent Tracker 2 2 fron wto r GM Derer MartetPlace mere info D tes hue Don mory inte Quote Manager F meee inte r PeySouce Deae Mart ersiace meee info r teySouce beset Mertenriece 01 nory hto r Zwytourte Desist MarketPlace FL mory into C O Cobsorston Hesp meee info FC w thx Quote Mgr Cotuberation Mr more wto F D Cont advarced Quality Maewer morv info r mo w mery inte F Covent hen mere inte agiailka
79. m the responsibilities of the Security Administrator will be explained in detail after you select a registration method However you may choose to cancel your registration in order to allow 4 different member of your Organization to register as the Security Administrator begin registration Step 2 accept administrator role Carefully review the responsibilities outlined on the accept administrator role screen If you do not feel that you are the right person to be the Security Administrator click on the no do not accept button If you are comfortable with the responsibility the role entails click on the accept administrator role button Note for more information on the Security Administrator role please refer to the Administration Roles and Responsibilities section of this manual Covisint Connection and Administration gt Portal gt Help accept administrator role As the first person registering on behalf of your organization you are automatically designated as Security Administrator The Security Administrator is responsible for approving new users resetting user passwords granting user access permissions w approving new divisions rejecting requests s m revoking user access Therefore this is a critical role especially in regards to security Depending upon the number of people in your organization who are currently registered with Covisint this role may require a great dea
80. m Warning message Help regarding a specific functionality ll USER MANUAL Objectives This section of the manual will explain e User Home Page content and Navigation How to view and edit your profile How to view your current service packages and request new ones How to change and reset your password How to find your administrator s contact information Home Page Navigation and Menus The CCA Home Page contains content and quick links that will assist you in your use of the CCA tool As a standard user most of your tasks can be preformed using the My Profile and My Organization menus at the top of the Home Page The Common Actions list displays the most popular links from the menus A list of Frequently Asked Questions is available on the home page The four sections of the home page that you should understand are e Dropdown menus A e Important Announcements B e Common Actions C e FAQs D A Covisint Connection and Administration kHome Portal Help ContactUs logout Home My Profile My Organization Melissa Bass Covisint Covisint Connection and Administration for Scott Klender IMPORTANT ANNOUNCEMENT k COMMON ACTIONS Covisint Connection and Administration has changed its look If you re trying to find the familiar menus that used to appear on the left side of the screen just Request a service package Edit my profile look up The menus have been moved to the top of the
81. mp outhfseld Hs 40070 242 cOwic center zouthfield HT a amp 188 20321 Lahrer Ado Southfield ME 4003 000 Townscenter Southfield PIT 32014 20500 Korteestern Highway Southfield MI 4075 28600 Northerestern Highway Southfield MI 48075 Boght Under The Loud Comgpressor Le Field du South il Cevisant MI 11111 fna faa faa fan MW Hey Southfield MI 48076 Tesbslrenk Amaberdaem Test 1000 Test Show 50 par page pete new search TE pou cannot lecste pour argarntaton Irem the above bel pow mag tandad s mcm search or regisber a nem nrganizalimn H you would hke more asseibsniee on seardung go to search Lips find organization by keyword search enter organizaban name resulis per pgi op each 0R conteuns search tips Df your company does business with any of the companies displayed in the drop down list below you may be able to find your ic ovisint anganizabon ussg thee supper code idenbfier Select a company From khe drop denn then enter khe supplier pode they ure ko idenety pour company hote The supplier code you enter may be ether parent code or a site code The search will resal e your entry to the parent code then return any azsocubed ergar arations in Iovisint find arganizatinn by supplier code teleost a xapplim portal Chrysler Group Financial enber suppher ede rasuli per page pn se Select the appropriate organization and click the continue registration button
82. now use drop down functionality to conserve My organization services zn Audit users Invite users o9 FREQUENTLY ASKED QUESTIONS Q How do I create new users 4 You can invite new users to register by clicking an the Invite User link under the Users tab The user will then receive an email invitation that provides direction and a link to the self registration site Once the user is finished you will be notified via email You will then be able to approve the user Q I invited a user but the user never received the invitation Organization Administration Functionality Objectives The Organization Administration will walk you through the various aspects of administering the services site codes and reports for your organization The Ill lt Organization Administration section is split into five 5 sections that primarily mirror the navigation menus e My Organization Search Administration Reports service Authority Organization Designation My Organization My Organization Within the my organization menu and screens you are able to perform the following functions e View organization profile View service packages View hierarchy View users Edit organization profile Add service packages suspend organization ALL administrative functions for your organization are housed in this section Therefore any changes here affect the entire organization Use the My Profile section for creating updates to your persona
83. nt History option to access the a log of each service package granted to the user the grantor s name the date granted associated site codes and notes You can easily search through a long grant history log by using the search function on the View Grant History page You can filter your search by the date granted event date or by the service package name Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint view user package grants logs for Beatrice Sarkozi enter event date select a service package AN initiate search search 2003 11 05 07 13 58 EST event date administrator requested package event notes additional info 11 05 2003 06 13 Bass Melissa l Asset Recovery System l Granted BEEN e 08 27 2002 01 31 Temske Christine Covisint required Granted Cav iint All Rgtts Rezerved v diagnostics 207ms server side processing time version 4 01 1b8 server time Wed Nov 05 12 13 58 CST 2003 request uri jsp secured Reports usrPkgGrantsLog jsp database null connections 5 total View Request History You can view any user s request history by clicking on the View Request History link on his her profile page The request history will detail all requests that the user has made The name of the evaluator date requested and date of decision is displayed for each
84. nt Connection and Administration gt Home Portal Help gt ContactUs gt logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint view profile for Thomas Brooks view profile view service packages edit user profile gt reset user password gt specify user password gt add service package gt modify roles iew pendimgcequests gt view grant history gt view request history move user Detailed profile information for this user ID is listed below If you are able to perform updates or actions on this account the option links below will allow you to perform the activity indicated Status V Active view details View details status options suspend user User Name Mr Thomas Brooks UserID CZOF7W Company Division Covisint Job Title Address 1 25800 Northwestern Email Address thomas brooks eds com Address 2 Phone Number 248 696 1600 x5039 Add aae Mobile Phone umber City Region Southfield Fax Number State Province MI piens English Postal Code 48075 Time Zone GMT 05 00 Eastern Time US amp Canada Country UNITED STATES xl First you must search for the user and view his her profile Click the move user option A list of potential destination organizations will appear Select the desired destination organization from the list and click the continue button Covisint Connection and Administration move user Thomas Brooks Select the target organization
85. o r Covisint Internal Catalog more info r Covisint Tracker 2 0 more info L GM Dealer MarketPlace more info r New Auction more info r Quote Manager 3 1 mor info ReySource Dealer MarketPlace more info E ReySource Dealer MarketPlace D1 more info ReySource Dealer MarketPlace F1 more into Product Development Fl WU Collaboration Manager more info F WU ENX Quote Mgr Colaboration Mgr more info FT WU Covisint Advanced Quality Planner more info FT U Problem Sover more info Supply Chain Management Covisint Fulfillment more into If you selected a serviced that requires additional information you will be asked to enter that information In the sample screenshot below Ford Supplier Portal was the selected service and the registrant is required to enter a GSDB or supplier code Note that a hyperlink for additional help is available if you need help finding the additional information required Covisint Connection and Administration Portal Help Enter site code for Ford Supplier Portal Steps 2 2 4 4 site code is needed to forward your request to the appropriate administrator Please enter the appropriate site code and select the continue registration button If you do not know the site code please contact your Organization Administrator ar the organization that issues the site code for assistance if you are an administrator additional help is available If you do not know your site code far this service packa
86. of your company Then examine any services or site codes requested if applicable Click on the View Request Icon to view the request detail The request detail screen provides additional decision options for certain types of requests To perform a Quick Approval or Rejection select the Approve in Full radio button next to the user name s and click Submit Decision This is only advisable if the validity of the request can be determined from the information on this page Note If a service is granted to your organzation such that a non approvable request becomes approvable you may need to close your browser and re login before the change is reflected on the screen review users to approve or reject Include all divisions X Indicates service is not approvable approve reject no view User Name Job Date request Division infull infull action request Title Submitted A Library Services C C i issu EST DaimlerChrysler Portal Service f r Mercedes Benz PKW Smart und Covisint Nutzfahrzeuge MB Smart NFZ Site Code 99001053 UNE 2003 10 30 Library Services C C ie epp EST DaimlerChrysler Portal Service f r Mercedes Benz PKW Smart und Covisint Nutzfahrzeuge MB Smart NFZ Site Code 99001053 submit decision cancel All Rgnis Reseved server sid ssing time version 4 01 1b8 x After deciding whether to approve or reject the request simply select the radio button for the appropriate action
87. on is listed on the Organization requests screen accessible through the Administrator menu the pending option and selecting the Organization requests sub option Similar to user requests the organization requests are broken out into three 3 tabs V New organization Service packages V Site codes The number of pending requests for each and a summary of the requesting organization s information are listed on each tab After deciding whether to approve or reject each request select the radio button for the appropriate action and click the submit decision button To view the detailed organization profile before submitting your decision click the view request icon Covisint Connection and Administration gt Home Portal Help gt ContactUs gt logout Home MyProfile My Organization Search Reports Melissa Bass Covisint Review Organizations Requesting Approval new organization 1 service package Site Codes The following organizations have submitted requests Organization requests may fall into one 1 of three 3 categories e new organizations wishing to be created below yours in the administrative hierarchy e existing sub organizations requesting new services to grant to their users e existing sub organizations requesting new site codes to grant to their users Tabs distinguish request types Note Click on the view request icon to view the details of the request Note Services that are appro
88. one service Sub package A grantable container that contains at least one sub service The sub package requires that the parent package be granted first
89. or role to allow the Organization Service Administrator to approve new users who have requested the particular service package s that they administer Security Administrator The Security Administrator can perform the following major functions e Grant or revoke service package and site code access permissions to users or divisions e Approve reject or permanently remove user accounts e Reset user passwords Manage organization profiles and subscriptions to service packages Every CCA organization must have at least one Security Administrator Home Page Navigation and Menus The CCA Home Page is customized for administrators The menus and content you see is different from that of non administrative users The home page will update periodically with announcements of new functionality and or updated content for the frequently asked questions L Covisint Connection and Administration kHome Portal Help amp ContactUs logout fE Home My Profile My Organization Search Administration Reports Support Melissa Bass Covisint Covisint Connection and Administration for Scott Klender IMPORTANT ANNOUNCEMENT Covisint Connection and Administration has changed its look If you re trying to find the familiar menus that used to appear on the left side of the screen just k COMMON ACTIONS View pending user requests View pending organization look up The menus have been moved to the top of the Da o l page and
90. otal User Service Summary The User Service Summary report allows you to gather information about the numbers and identities of users who have been granted various service packages You can limit your search to your own organization or you can broaden it to include all users above or below your organization in your company s hierarchy You can select a service package to narrow your results to all users with a specific service package or you can search for all users with all service packages Click the submit button to initiate the report Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Only A Test Testing Testing 123 User Service Package Summary Report Criteria my immediate organization only include organization options include all organizations below C include all organizations above and below select a service package all Service Packages initiate report submit E CawisnL All Ratts Reserved v diagnostics 6ms server side processing time version 4 01 1b3 server time Tue Nov 04 15 46 03 CST 2003 request un jsp secured Reports servicellsers jsp database null connections 18 total El A list of users who meet the report criteria will display The report displays the User ID Last Name First Name Email Address and Company Division name of all users who meet the report criteria Covisint Connec
91. ote To add an organization or division the administrator for the new organization must perform a division registration request at https register stg covisint com CommonReg cmd REGISTER Organization Name Address Cd Covisint i 20921 Lahser Road Southfield MI 48034 EDS 26533 Evergreen Southfield MI 48086 sao Test hello hello mi 48150 HC QA Master tt 25800 Northwestern Hwy Central America Provinz 48304 tovisint II New HQ test test 32154 Lj JUN TEST DIV H 300 Sun Ave Troy MI 45000 Covisint Asia H Hazama Bldg 15F 2 5 8 Kita Aoyama Minato ku Tokyo 107 0061 Covisint Europe H DaimlerChrysler AG HPC 351 Stuttgart Wangen None 70327 Lj covisint tier 2 242 civic center southfield MI 48188 Lj Covisint Percepta tH 1320 S Babcock St Melborne FL 32935 L Dave s Covisint Div fH foo foo foo foo 3 Covisint Commerce One tH 1487 Burlington Road Cleveland Heights OH 44118 Covisint Move User Test Division tH Address 1 Southfield State Zip View Users The view users tab shows all users in your organization To view the details of any user click on the user name This will display the user administration screen where you may perform a number of administrative functions relevant to the user including modifying roles and suspending the user All user administration tasks are most easily accessed by first Searching for the User Request a Service or Site Code for My Organization Th
92. propriate representatives of my company CONFIRM amp LOG COMPLIANCE confirm and log audit completion i will log my compliance later diagnostics 23ms server side processing time version 4 01 1b server time Tue Nov 04 15 17 12 CST 2003 request un jsp secured audit annualAuditUserLogCompliance jsp database null connections 18 total Iz The Reports options allow you to view CCA real time reports customized for your role Within the reports options you can view three reports e User Summary Report e User Service Summary Report e Security Administrator Reports User Summary The User Summary report allows you to gain at a glance information regarding the number of users in your organization and the corresponding status The report will display the number of pending rejected active suspended and removed users Simply click on the User Summary Report option from the Reports menu to view the report Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Only A Test Testing Testing 123 User Summary Organization Name Pending Users Rejected Users Active Users Suspended Users Removed Users Testing Testing 123 0 0 al 0 0 diagnostics 35ms server side processing time version 4 01 1b8 server time Tue Nov 04 15 45 39 CST 2003 request un jsp secured Reports userSummary jsp database null connections 13 t
93. quest un jsp secured viewUserServices jsp database null connections 6 total 7 Your organization s Security Administrator is able to modify your permissions to these service packages To request a new service package click the Request Service link Request Service Packages and Sub Packages Some Service Packages contain Sub Packages Sub packages are designed such that the parent package must be granted before the sub packages become available You can request a Service Package or a sub package by clicking the Request A Service Package option in the My Profile Menu Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization View my Profile Welcome to View my Service Packages Edit my Profile Melissa Bass Covisint Administration Change my Password Users Administra Request a Service Package As a registered user Covisint conne Ida and Administration CCA is the cornerstone utility for managing your Covisint Account You will use CCA to e Update your Covisint User Profile e Routinely change your password e Reset a Forgotten Password by answering your Challenge Question e View and Contact your Organization s Security Administrators e Request Access to New Services Available through Covisint These functions may be accessed at any time using the My Profile navigation on the left Administrator Functionality If you are a Securit
94. quire Security Administrators to perform a periodic audit of their users grants An annual User Grant audit reminder will be emailed to all Security Administrators reminding them to perform the User Grant audit You can view your audit history on the Annual User Grant Audit page The audit history records the date the type of audit and the auditor s ID for past audits Click on the service package name to view a list of user in your organizations that have access to the service You may choose to download an Excel spreadsheet containing the User Grants perform your audit verification offline and then fulfill your audit requirement by skipping straight to the log audit compliance step Click on the link to download csv file to access the information offline as m Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Reports Only A Test Testing Testing 123 User Audit Annual User Grant Audit Testing Testing 123 A It is strongly suggested that you perform a User Audit to suspend or remove users before reviewing the User Grants This section needs an intro Erat augue ad exerci vel esse iriure ex nisl Dolore iriure ut Accumsan vel accumsan amet vel dolore nostrud lobortis dolor nibh Consequat te augue hendrerit in minim iusto enim dignissim sed feugiat facilisis dignissim delenit veniam ut Amet ut te AUDIT HISTORY C
95. r gt email preferences gt reset user password gt modify roles gt view grant history Detailed profile information for this user ID is listed below If you are able to perform updates or actions on this account the option links below will allow you to perform the activity indicated Status V Active view details View details status options suspend user user profile User Name Melissa Bass User ID MHOEGYSTG Company Division Covisint Job Title Address 1 25800 Northwestern Email Address mbass covisint com Address 2 Phone Number 248 827 6448 Address 3 Monin Pine City Region Southfield Fax Number State Province MI pelts English Postal Code 48075 Time Zone GMT 05 00 Eastern Time US amp Canada z Select the desired service from the list of service packages Click the add button next to the service you would like to add Covisint Connection and Administration gt Home Portal Help Contact Us gt logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint add service package Melissa Bass Steps O The service packages available to grant to Melissa Bass are listed below These packages are organized by category If you wish to grant a service package simply click the add button next to the appropriate package For more information about a service package simply click on the more info link Partner Portals Users may also be gr
96. rd gt specify user password gt add service package gt modify roles gt view pending requests gt view grant history gt view request history move user The service packages currently granted to this user ID are listed below The service packages are organized by Category Click on a Service Package Name to view details about the service package Administrators may click on 4 service package name to remove the service package access from this user ID 2 uses site codes service package name more info status status for organization date granted updated Administration more info V Active V Active Library Services more info Supplier Connection more info ord Supplier Portal more info gP Inactive V Active 2003 05 16 EDT E Cavemt All Rants Rexerved v4 D1i diagnostics 4418ms server side processing time version 4 01 1b9 server time Wed Nov 05 14 48 59 CST 2003 request un jsp secured viewllserServices jsp database null connections 5 total v Click on the service package name to view the details In the service package status box the status will be inactive Click on the reactivate link next to the user s service package status 8j m Covisint Connection and Administration gt Home Portal Help gt ContactUs gt logout X Home My Profile My Organization Search Administration Reports Support Melissa Bass Covisint Ford Supplier Portal details for Chri
97. re granting them to you Request Site Code Some Sub packages may require additional Site Codes Sub packages that require additional Site Codes are denoted with the barcode icon Il To request site codes which may be associated with certain service packages or sub packages click on the sub package name to view the details Covisint Connection and Administration gt Home Portal Help Contact Us gt logout Home MyProfile My Organization Melissa Bass Covisint Supplier Improvement Metrics SIM details for Melissa Bass The following shows all details about the service package Supplier Improvement Metrics SIM which is currently granted to this User ID The status of the package can be active or suspended If a package is suspended it is unaccessible to this User ID gt view user profile view user service package list service package status status V Active service package information description Supplier Improvement Metrics SIM site code view current site code request site code services included within Supplier Improvement Metrics SIM Service Package may consist of one or many services The services included in this Service Package are listed below rITTEHEEEESERNNE IH I O Purchasing Supplier Improvement Metrics SIM more info Contact Covisint Requirements Legal Covisint All Rights Reserved v4 1 zl Click View Current Site Codes to view the codes cur
98. rently associated with this sub package or click Request Site Code to request access to additional codes Once you have requested access to site codes your request will be routed to your administrator for approval View Pending Requests You can view the status of all requests you have made Click View Profile on the My Profile menu You will see the View Pending Requests link in the options bar Covisint Connection and Administration kHome Portal kHelp oF ContactUs logout fm Home My Profile My Organization Melissa Bass Covisint View Pending Requests for Melissa Bass The following requests are currently pending approval The appropriate administrators were notified by email at the time of submission pending requests request type request Date Submitted Request for User Access ta a Service Mew Auction 2003 11 02 EST send reminder cancel pending request return to user profile Contact Covisint Requirements Legal Cavisint All Rights Reserved v4Di Click the Send Reminder button to email a reminder to the approving administrator s You will have the opportunity to edit the text of the reminder email before sending it to the administrator Click the check box next to the pending request and then click on the Cancel Pending Request button to withdraw the request View Request History You can view your reques
99. request By clicking on the request type you can view additional information regarding the request z Covisint Connection and Administration kHome Portal kHelp Fk ContackUs logout fm Home My Profile My Organization Melissa Bass Covisint View Pending Requests for Melissa Bass The following requests are currently pending approval The appropriate administrators were notified by email at the time of submission pending requests request type request Date Submitted C Request for User Access ta a Service Mew Auction 2003 11 02 EST send reminder cancel pending request return to user profile Contact Covisint Requirements Legal Cavisint All Rights Reserved v4 01 9 View Pending Requests You can view all pending requests made by any user Click the View Pending Request option in the user s profile The View Pending Request screen displays the request type service package and date submitted r Covisint Connection and Administration h gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint View Pending Requests for Melissa Bass The following requests are currently pending approval The appropriate administrators were notified by email at the time of submission pending requests request type request Date Submitted Request for User Access to a Service Covisint Web Connect 2003 11 05 EST Requ
100. rganization requests for services and site codes by clicking the view request history option on the View Profile page The Request History logs the request type request date package site codes approval status evaluator s name and decision date Clicking the request type Will allow you to view the decision reason The Request History is sorted by the request date a Covisint Connection and Administration kHome Portal Help amp ContactUs logout fm Home My Profile My Organization Search Administration Reports Support Melissa Bass Covisint Request History for Covisint E The following table contains all requests including those still pending a decision Click on the request type to view details of a request request type request datel package site codes approved evaluator decision date Request for l Paes 2002 04 24 EDT Te ou false B d 2002 05 30 EDT Service Request for l a 4 2002 05 14 EDT s DEN true En na 2002 05 14 EDT Service Request for l editio 2002 05 14 EDT pue E true a 2002 05 14 EDT Service Donuoc fnr M Options View Pending Requests You can view all pending requests submitted by your organization by clicking the view pending requests option in the View Profile screen The pending request screen will display the date that the request was made and what type of administrator can approve it i e Service Owner Parent Organization SAC Note See last section of the Administrator Manual on page 44 for an explan
101. s Waters The following shows all details about the service package Ford Supplier Portal which is currently granted to this User ID The status of the package can be active or suspended If a package is suspended it is unaccessible to this User ID gt view user profile gt view user service package list service package status status e Inactife reactivate permanently remove service package service package information description Ford Supplier Portal 21494 ify si e code modify site code Security Administrator Settings The following table provides information about this user s ability to administer this specific service package for users in their organization There are a variety of configurations that would allow the user to administer the service package The top half of the table displays information about roles that encompass a broader range of administrative power The lower half of the table displays administrative settings that are narrowly targeted to specific packages When administrative settings in the top half of the table display Yes settings in the lower half are no longer pertinent The net effect of all settings can always be determined using the Summary row Security Administrator Settings user ID CWATERS is user a security administrator ED no PEL hem ams bem unla that mnedlA A summary of your decision will display Review your choices to be sure that you have appropriately re activated
102. ssword box Click on the Submit password change button to submit the changes Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint Set User Password To reset this user s password simply follow the process below step one Read the challenge question to the user via phone to confirm the user s identity step two Wait for the answer If the question is answered correctly you may continue by entering a new password and clicking on the submit password change button Please enter a new password for the userid MBASSTEST The password must be at least 8 characters in length and should be simple to communicate to the user over the phone Please notify the user that they will be forced to change this password the first time they logon x H required fields Challenge Question hello Challenge Answer 1234 New Password l show password rules New Password l submit password change return to user profile Reset User Password As Security Administrator you have the ability to reset your users passwords As discussed in the previous section there are two ways to change a user s password specifying the password and resetting the password When a password is reset a new randomly generated eight character password is created and assigned to the user The firs
103. st Testing Testing 123 security administrator reports user report user package grants This report will help you manage all users in your immediate organization or below The report can be sorted by last name or by User ID After running the report you will have the option to download it into Excel Select your criteria and click submit to generate the report Report Criteria AME my immediate organization only include organization options Mi C include all organizations below XO HV user id C last name initiate report submit m Cawisnt All Rants Reserved vd Di diagnostics 6ms server side processing time version 4 01 1b8 server time Tue Nov 04 15 46 44 CST 2003 request uri jsp secured Reports csa userReports jsp database null connections 18 total The Security Administrator Reports can be downloaded to an Excel file Click on the View Report in Excel link on the results screen to display the results as an Excel file The Excel document will display in a browser window Select Save As from the file menu and the report can be saved to your hard drive as an xls file Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Reports Only A Test Testing Testing 123 security administrator reports user report user package grants This report will help you manage all users in your immediate organiza
104. strator will be explained in detail after you select a registration method However you may choose to cancel your registration in order to allow 4 different member of your Organization to register as the Security Administrator begin registration 5 Covisint All Rights Reserved u4 d Step 2 find organization There are two ways you can search for your organization you can search by organization name or by your supplier code To search by organization name input the key part of the organization name in the text box provided You may also wish to use the dropdown menu to perform a more thorough search using the contains or begins with option Then click the search button to find your results To search by supplier code select a supplier portal from the drop down menu then enter your supplier code and click on the search button A list of organizations with access to the supplier code will display a Covisint Connection and Administration Portal Help find organization steps 4 9 0 O 45 a new user you may perform a keyword search for any active organization by full name by begins with or by contains criteria If you are unable to find your organization after performing a search you may decide to create a new organization Currently selected Covisint keep this organization find organization by keyword search enter organization name contains v search tips results per page
105. suspended package may then be permanently removed To Permanently Remove a suspended package click on the Permanently Remove button Note that a permanent removal cannot be undone gt view organization profile gt view organization service package list service package status status V Suspended permanently remove organization s grant for service package service package information description CAS Covisint Internal services included within CAS Covisint Internal Service Package may consist of one or many services The services included in this Service Package are listed below service name more info C Search Search for Users in My Organization CCA provides two options when searching for a user within your organization the Basic search and the Advanced Search The Basic Search involves entering the user s last name first name email address telephone number or user ID in the search box Select the appropriate search criteria from the drop down menu and then click on the Search button Use the filter options to narrow your search You can exclude active users pending users suspended users rejected users or users from divisions of your hierarchy by using the search filter options organization name Basic Search for User Advanced Search for User Basic Search for User Search for users based on user profile information Enter the criteria check any filter options to refine your seach and click the seac
106. t four characters of the new password are displayed on your screen so that you can communicate them verbally to the user The remaining four characters are emailed to the user The user will then join the four characters you communicated with the four characters transmitted via email and can log into the portal This method is the most secure way to change users passwords and is preferred To reset the password click on the reset user password option in the user s profile The user s challenge question and answer will display The challenge question and answer is intended to verify the identity of the user If you are unsure that the person requesting the password change is indeed the owner of the ID then you should make sure that the user is able to answer the challenge question before resetting the password Click on the reset password button to initiate the reset Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint Reset User Password To reset this user s password simply follow the process below step one Read the challenge question to the user via phone to confirm the user s identity the question and answer are listed in the reset password box below step two If the user answers the question correctly you may click the reset password button step three give t
107. t history by clicking the View Request History link on your profile page Your request history will detail all requests that you have made The name of the evaluator the date requested and the date of decision are all displayed for each request By clicking the request type you can view additional information regarding the request gt Home My Profile My Organization Melissa Bass Covisint Request History for Melissa Bass The following table contains all requests including those still pending a decision Click on the request type to view details of a request request history request type equest datel package site codes approved evaluator decision date Request tor 2003 03 28 per OW true Melissa Bass 2003 03 28 EST User Access required 3 back to user profile Contact Covisint Requirements Legal Covisint All Rights Reserved v4 0l diagnostics 492ms server side processing time version 4 01 167 server time Sun Mov 02 16 15 41 CST 2005 request uri jsp secured requestHistory jsp _ database null connections 19 total V Edit My Information All of your personal information listed under your user profile can be edited using the Edit my Information link on the main navigation or via the options links To update or change any of your information simply type in the new information in the text boxes provided Once you have updated your profile click save changes If after inputting new information you
108. t their own password using the self reset functionality Organization Service Administrator This role allows a user to administer a specific service package as well as all site codes and sub packages associated with it Granting the Organization Service Administrator role is a two step process 1 2 First the user must be granted the role and the service package they will be administering Once the Organization Service Administrator role has been granted the Security Administrator will need to flag the particular service package with which to associate the role In order to flag the service package view the user s service packages then click on the service the user will administer Scroll down to the security Administrator Settings You will see the question is user an administrator for this package Click the change to Yes button This will allow the user to approve requests related to this service package including user and organization requests associated site codes or sub packages of this service package Security Administrator Settings The following table provides information about this user s ability to administer this specific service package for users in their organization There are a variety of configurations that would allow the user to administer the service package The top half of Ill the table displays information about roles that encompass 4 broader range of administrative power The lower half
109. te Userid must be at least 4 characters and no more than 2 alae di If vour company uses a standard convention for issuing userids for internal applications you may wish to adhere to the same convention and select the same id for simplicity Password I show password rules Re enter Password Challenge Question imat color was my prom dress H Note in case you should forget your pas word you will be asked to answerac hallenge question based on what you input in the te t box above Ex ample 1 Nhat is my mahere maiden name Example 2 What is the name of the high school I attended There Is a 255 1 erartei limit on your question and answer Challenge Answer fa Note to retrieve a new password your answer MUST exactly match v vhat y you ie dedi tex t bo i above The answer will be sunebustimn s sensitive Both the question and the answer will be accessible to your Security Adminis raar continue registration undo changes Step 6 select service packages A list of service package choices will display Check the select box next to the services you wish to request on behalf of your organization Services that require additional information such as site codes are denoted with a pencil icon Services that entail additional per user fees are notated with a dollar sign Click on the continue registration button Cowra select service package s tw 29209000 the fete MF opus af semp peck aget Current
110. te code Many packages and sub packages require the use of site codes If your organization is a non SAO see the description of Service Authority Organizations on page 44 or is a division of a parent organization you will not automatically have access to all site codes that your parent or SAO organization may have To request access to additional site codes start by selecting the View Service Packages link from the My Organization menu then click the service for which you wish to request the code You will see a list of supplier codes in the service package information box Click the request supplier code link Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Reports Support Melissa Bass Covisint Delphi Supplier Portal details for Covisint The following shows all details about this service package that is currently granted to the organization The status of the package can be active or suspended A suspended package is unavailable to all users in the organization To suspend an active package click on the suspend button 4 suspended package may then be permanently removed To Permanently Remove a suspended package click on the Permanently Remove button Note that a permanent removal cannot be undone gt view organization profile gt view organization service package list service package status status vf Active
111. tet wor time Stk m waits Tiam Step 7 review request and submit The final step is to review the request Check to be sure that your organization information is correct and that the correct service packages were selected When you are confident that the request is correct click the submit registration button at the bottom of the page review request and submit en 8222220 Rotors yes egian epatl o A plete mabe nane The cnfmaphon bere a Carer If pms md ip mate Cham Henry one The Dah better te return a dpec v tiep amde A rwguelt reason may be entered at then tere Dues emri ary addo Steh het may asit e aporo admet ator cm urdenitardng pos requert Ovgeniretion farteg 12446 wt Address P6 Meme eid Address 7 ton wrer Address 3 DUNS Cty Weghon vert Id Mte Province Tt Pavia Code 12121 Country AFTO Starea thor ID cmo mini feste 129012 lee Prete Address i w Fiet amm Ordy A Address 2 MIL Smena ast ress 3 kast heme feet Cty Pegen tert zb na Time Pruviecm 11 Pham tander 11117125232 Postal Coto 12121 metdte phere Cowdtry AETS brates Van tvuviber Theme Sere GMT OE DC berien Teme D A Canta Ema Address Ser Ger tr LAO ou User Registration If you are an employee of an existing Covisint member organization seeking access to a Covisint service package used by your organization you should register as a new user If you don t know if your organization is registered attempt to register as a new user first The new user re
112. tion and Administration gt Home Portal Help gt ContactUs gt logout Home MyProfile My Organization Search Administration Reports Only A Test Testing Testing 123 User Service Package Summary Report Criteria my immediate organization only include organization options include all organizations below N include all organizations above and below initiate report submit users registered in e Testing Testing 123 e my immediate organization only e filtered by All Service Packages 2003 11 04 10 46 26 EST User ID Last Name First Name Email Address Company Division Name MBASSTEST2 Test Only onlyatest x com Testing Testing 123 nl All Rights Reserved v diagnostics 98ms server side processing time version 4 01 1b8 server time Tue Nov 04 15 46 26 CST 2003 request un jsp secured Reports servicellsers jsp database null connections 18 total Security Administrator Reports There are two Security Administrator reports user report and user package grants The user report will display a list of all users in the organization The filter can be expanded to include all organizations at or below your organization on your company s hierarchy tree The report can also be sorted by user id or by the users last names Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Only A Te
113. tion or below The report can be sorted by last name or by User ID After running the report you will have the option to download it into Excel Select your criteria and click submit to generate the report Report Criteria H TRU my immediate organization only include organization options 0 C include all organizations below user id sort by C last name initiate report submit view report in Excel 2003 11 04 1u 47 12 EST User SSO Id m Last Name First Name Email Address Phone Number Status Organization Name MBASSTESTZ Test Only A 2405551212 Active Testing Testing 123 _onlyatest x com 24 A User SSO Id Last Name First Name Email Address Phone Number Status Organization Name E Caveat All Rants Reserved v4 Di diagnostics 29ms server side processing time version 4 01 1b8 server time Tue Nov 04 15 47 12 CST 2003 request un jsp secured Reports csa userReports jsp database null connections 18 total The User Package Grants report allows you to view the same information as the User Report with the added bonus of being able to filter the results by service package Again this report can be downloaded as an Excel file Covisint Connection and Administration kHome Portal Help ContactUs gt logout Home MyProfile My Organization Search Administration Reports Only A Test Testing Testing 123 security administrator reports This report wi
114. to movre this user mto co AA Materials Co 124 Mam St Tole c AAA Materials Co 150 Mam St Toledo e ue Materials Co 125 Main St Toledo OM 12 p BEB Materials Co 151 Mam St Toledo On 12 co CE Materials Co 126 Mam St Toledo OM 12 co CCC Materials Co 157 Mam St Toledo On 32 12 4 12345 1213915 2345 35 r34s c theck3checka eeeee po checkScheck boeth res Michigon 45678 C Covisin t Commerce One 487 Burlegton Cleveland Haigh 4411 e t sint Percepta 1320 S Babeock St Melborne FL 32935 p Covisint Asia You will receive confirmation that the user was successfully moved The user and the destination organization Security Administrator will receive email notification that the ID has been moved Modify Roles You can modify the roles a user has at any time using the Modify Roles option in the user s profile A list of available roles will display The Role Description field will explain the role in general terms The Privileges field will list the permissions associated with the role Select the desired role by clicking on the select box next to the role name Click on the continue button at the bottom of the screen to submit your changes The role will be added to the user s profile a m Covisint Connection and Administration Home MyProfile My Organization Search Administration Reports Support Modify roles granted to the selected user gt Home Portal Help
115. u need help determining your supplier code If you selected a service requiring a supplier code you can enter either your parent code or you location code In either case CCA will look up the parent code and the parent code will be associated with the request If you cannot find the additional information that you need you can click on deselect and continue This will allow you to continue with your request but will deselect the service at this time Covisint Connection and Administration Enter GSDB code for Ford Supplier Portal 4 GSDBP code is needed to forward your request to the appropriate administrator Please enter the appropriate GSDB code and select the continue registration button If you do not know the GSOB code please contact your en Administrator or the organization that issues the GSOB code for assistance if you are an administrator ar i available If you do not know your GSOB code for this service package click deselect and continue fo e xni Service package and continue registration without this service package Please Note You may enter a GSDB code OR a parent code in this space In either case our system will look up the parent code and associate it with your request enter GSDEB code continue registration back deselect and continue Covisint All Rights Reserved v4 01 diagnostics 2499ms server side processing time versinn 01 1b3 If you are the first organization to req
116. uest access to the requested parent code for the selected service your organization will become the Service Authority Organization SAO upon approval The registration tool will display an explanation of the SAO responsibilities Click on the yes accept button to continue If you feel that your organization should not be the SAO you can click on the No I do not accept agreement button however you will not be able to complete your registration for the selected service package Covisint Connection and Administration t Portal Help Review Ford Supplier Portal SAO Information steps Q 0 0 0 C You are the first organization ta register for Ford Supplier Portal using this Parent Supplier Code therefore your organization will be designated the Service Authority Organization SAO s the administrator of a SAO organization you are responsible far the Parent Supplier Code for Ford Supplier Portal Should other organizations register and request Ford Supplier Portal with the same Parent Supplier Code those requests will be routed to your organization for approval You will be responsible for granting or rejecting Ford Supplier Portal its sub packages and its site codes to organizations sharing your Supplier Code Note When multiple organizations share the same Parent Supplier Code the 540 designation may be transferred between the organizations as desired Al Why is the Service Authority Organization needed The Covis
117. ved are granted to the organization but are not automatically granted to the Security Administrators of that organization To access and use these services the Administrator s can assign the approved services to anyone in the organization including themselves Notes on Approving New Organizations Approving a new organization allows you to delegate the administration of a group of users to another administrator Each organization has its own Security Administrator As the parent Security Administrator you can still administer users in lower divisions organization registration requests Include all divisions X Indicates service is not approvable approve reject no view Organization request requesting administrator Date Submitted in full infull action request c Covisint Connect Supplier Connection submit decision cancel NENNEN Carefully consider all new organization requests as these will become divisions of your organization each with their own Security Administrator Service Package and Site Code requests can be submitted by divisions of your organization or by other top level organizations requesting access to your site codes for a particular service Invite Users The Invite Users function enables you to create an email message inviting users within your organization to register for Covisint access Enter the email address es of the user s you wish to invite in the email address field You can invite
118. y Administrator for your organization CCA allows you to e Grant or revoke access permissions to internal users e Approve or deactivate user accounts e Resetuser passwords e Manage organization profiles and subscriptions to service packages If you are a Service Administrator for your organization CCA allows you to perform the following functions only for the service s you administer e Grant or revoke access permissions to active internal users e Manage your organization s subscription to the service As an Administrator you may perform your administrative functions at any time using the navigation on the left Help Tf 011 nan d seric meo sae th thea Coevici nt Cmomm eoetimm sn d Adminictratinn CCA taalo nlmaco vici our cv ta ucan Ualn Dafaranca Adminictrataorc wha nand zi You will see a list of all requestable service packages Click the Request button to request the service Note the following symbols will help you understand attributes of certain packages Packages already owned by your parent company will be denoted by a check mark IIl Packages that require site codes are denoted with a bar code symbol Packages that will cause the user to incur fees are denoted with a dollar sign Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My Organization Melissa Bass Covisint request service package Melissa Bass Steps O i The following list contains a
119. y or all users to receive the role Service Administrator then click submit If your search does not result in the user you wish to add you may start a new search to find the correct user Note that search results do NOT include users who already have the role Service Administrator assigned to them search results Select Status User Name User ID Job Title Organization Name r1 vf Test Only A MBASSTEST2 Testing Testing 123 select all clear all submit user additions start a new search Audits Audit Users Some of Covisint s portal partners require Security Administrators to perform a periodic audit of their users A quarterly audit reminder will be emailed to all Security Administrators reminding them to perform the necessary audit activities You can perform the audit at any time using the Audit User functionality in CCA You can access the user audit by clicking on the Audits audit users option from the Administrator menu The Audit Users page displays your audit history Your audit will display the date and user id of administrators who have completed audits in the past and logged compliance A list of all users in the administrator s organization will display Clicking the include all divisions box will enable you to audit all organizations at your level or below on your company s hierarchy tree a 8m Covisint Connection and Administration gt Home Portal Help ContactUs gt logout Home MyProfile My
120. you will find all roles you currently have relating to Covisint administration Most users do not have any administrative roles Your Security Administrator is the only person able to modify your assigned roles View Service Packages All service packages to which you have access are listed on the View Service Packages screen and are organized by category J Covisint Connection and Administration gt Home Portal gt Help Contact Us logout Home MyProfile My Organization Melissa Bass Covisint II view service packages for Melissa Bass edit user profile gt change user password gt view pending requests request service gt view request history The service packages currently granted to this user ID are listed below The service packages are organized by Category Click on a Service Package Name to view details about the service package Administrators may click on a service package name to remove the service package access from this user ID li uses site codes service package name status for organization date granted updated Covisint required more info V Active V Active 2003 03 28 EST Partner Portals Ford Supplier Portal M more info V Active more info status 2003 08 04 EDT Contact Covisint Requirements Legal Covisint All Rights Reserved v4 01 diagnostics 314ms server side ssing time version 4 01 1b6 server time Wed Oct 29 ST 2003 request un jsp se

CCA User Manual 4.0

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