This guide describes how to add new users and manage user permissions in the LBMX Trade or Supply Cloud platform.

• For all related articles see Group Trade Platform User Guide
• For platform functionalities and other applications see LBMX Trade/Supply Cloud User Guide

Quick Links

• Adding New Users
• Updating User Permissions
• Removing User Access
• Maintain Member Users
  • Adding New Member Users
  • Login As a Member User

Adding New Users

1. To create a new user hover over the Administration and select User Administration
   • Your options in this menu will vary depending on what features your account includes
     
2. If you are creating a new user with the similar permissions as an existing user it is recommended you Copy an existing user. Follow the steps below replacing "New" with "Copy".
   • Click New
     
3. Add the new user's First and Last Name, Username (email), and User Role, then click Permissions
   • Tip: New users should ensure notification@lbmx.com is not being restricted by anti-spam software or routing to a junk folder in their inbox
     
4. Fully open the permission tree for any permission you would like this user to have, check off all relevant permissions
   
   • Tip: If you do not want this user to be able to manage their own permissions or create new users ensure Administration > User Administration is not active
     
5. Once you have all permissions selected for this user click Submit
   
6. An email will be sent to the user prompting them to set up their user profile
   • Note: You will not be able to add or remove permissions until the user has completes their profile setup

Updating User Permissions

1. To update permissions for an existing user navigate to Administration and select User Administration
   • Your options in this menu will vary depending on what features your account includes
     
2. Select the target user and then click Edit
   
3. Then click the Permissions tab and fully open the permission tree for any permission you would like to edit, then check or uncheck all relevant permissions
   
4. Click Submit and the changes will take place immediately
   • The effected user will not be notified of any changes to their permissions

Removing User Access

1. To remove a user navigate to Administration and select User Administration
   • Your options in this menu will vary depending on what features your account includes
     
2. Select the target user and then click Delete
   
3. Then confirm the deletion of this user
   • Once you have confirmed the user will lose access immediately
     

Maintain Member Users

Adding New Member Users

1. To Add a user on a connected member account navigate to Administration and select Maintain Member Users
   • Your options in this menu will vary depending on what features your account includes
     
2. Click New
   
3. Select which Member Account this user will be added to
   Note: Only members who have opted into the "Login As" function will be listed here
   
4. Complete the user setup the same way as described in Adding New Users
5. Once you click Submit email will be sent to the user prompting them to set up their user profile
   • Note: You will not be able to Login As or add or remove permissions until the user has completes their profile setup

Login As Member User

1. To Login As a user on a connected member account navigate to Administration and select Maintain Member Users
   • Your options in this menu will vary depending on what features your account includes
     
2. Users who are eligible to be logged in as will have a clickable option beside their name
   • Users who have not completed their account setup will not be able to be logged in as
     
3. Once you are logged in you will be able to view and user this member's profile exactly as they do
   • All changes made by you will be reflected in the member's live environment
     

Support

If you have any questions about working with Trade please contact the LBMX Support Team at support@lbmx.com.