Managing Associations


Managing Associations

When creating an association, you may create it for one of three groups:

    1. An entire buyer company
    2. A group of users
    3. An individual user

These options (company, group and user) comprise the association hierarchy.  The three tabs of the association module represent the three groups of the hierarchy:
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Option Definitions:

    1. Company: all users in a buyer company.
        a. An association between a company and an item (address, cost center, product category, product, permission) is called a "company level association."
    2. Group: a collection of related users.
        a. An association between a group and an item (address, cost center, product category, product, permission) is called a "group level association."
    3. User: an individual user.
        a. An association between a user and an item (address, cost center, product category, product, permission) is called a "user level association."

When creating associations, the following applies:

    1. A "company level association" applies to all users in a buyer company.  For example, when you create a company level association for an address, all members of the company are assigned the address.
    2. A "group level association" applies to all users in a specific group.  For example, when you create a group level association for a cost center, all members of the group are assigned the cost center.
    3. A "user level association" applies only to an individual user. For example, when  you create a user level association for a permission, only that specific user is assigned the permission.

Using the association module, you may view associations that are currently applied to a company, group(s) and user(s).

To determine if an association exists, complete the following:

    1. Log onto your administrative interface.
    2. Click the "Buyers" icon in the top navigation tab.
    3. Select a company from the list.
    4. Select one of the three tabs in the association module: Company, Group or Users.
        a. If you select "Groups," next click a group name.
        b. If you select "Users," next click a user's name.
    5. Click one of the tabs: Addresses, Cost Centers, Categories, Products or Permissions.
    6. Find the desired item in the list.  If the corresponding box is checked, an association exists between the party and the item.

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Labels: Permissions, Groups, Users, Company, Levels, Associations, Assignments