User Administration

User Administration allows an administrator to View, Add, Edit or Deactivate website users for their account. Customers can request an employee at their company be assigned an administrator role to access User Administration from the Steiner Website. 

To assign an administrator and enable User Administration access: contact your Steiner sales associate to request administrator permissions for the appropriate employee(s) at your company. More than one employee can be authorized as an administrator.

Leverage User Administration to:

• View, add, edit, or delete web users for your account
• Set account permission levels for individual users
• Assign approvers to individuals that require order approvals

Follow the steps below to manage User Administration.

After logging into the website, the 'My Account' quick menu can be accessed by hovering over the ‘Person’ icon in the header. Click the 'User Administration’ link from the menu. 

Alternatively, you can access User Administration by clicking the ‘User Administration’ link in the lefthand navigation of the ‘My Account’ page.

On the 'User Administration' page, search for an existing user or click the 'Username' link next to an individual to update information or manage permissions for that user.

On the 'User Setup' page that renders, the administrator can:

• Activate or Deactivate a user by checking or unchecking the 'Active' box.
• Assign User Roles: Administrator, Buyer3, Buyer2, or Buyer1. See below for User Role definitions.
  • You may also click the 'Information' icon to view User Role definitions.
• Assign an Approver to the user if the User Role is a Buyer1 (or a Buyer2 that requires approval for purchases).
  • Buyer 1 can add items to a cart but receives a message during checkout that their order has been sent for approval.
  • The assigned Approver will access the order to complete the checkout process for Buyer 1.
• Select 'Yes' or 'No' in the Financial Access dropdown menu to allow or restrict access to financials
  • Note: Selecting 'No' will prevent the user from seeing credit information such as balance, credit line, and payments. (The user will still be able to view My Orders.)
• Assign / Edit Ship-To(s).

To complete updating a user, check the 'Terms & Conditions' box and click the 'Save Changes' button to submit the update.  You will then receive a message that the user has been successfully updated.

Click the 'Return to User Administration' link to continue updating other users.

Click the 'Create New User' link at the top of the 'User Administration' page.

On the User Setup page:

• Fill in all required information including Email (Username), First and Last Name.
• Check the 'Send Activation Email' box if you want to authorize the user to access your account on the Steiner Website.
• Assign a User Role. Click the informational icon to view User Role definitions.
• Assign an Approver if the User requires purchasing approval. See above definitions of User Roles.
• Choose 'Yes' or 'No' from the 'Financial Access' dropdown menu.
  • Note: Selecting 'No' will prevent the user from seeing credit information such as balance, credit line, and payments. (The user will still be able to view My Orders.)
• Check the 'Terms & Conditions' box.
• Click the 'Create User' button to complete creating the user. 
• You will receive a message confirming the new user has been successfully added and the new user will receive an activation email requesting them to set up their password.