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Using the Portal: Advanced Features

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Remove A Company User

  1. From the storefront, the company administrator signs in to their account.
  2. In the left panel, chooses Company Structure.
  3. Selects the company user in the company structure.
  4. Clicks Delete Selected.
    Remove A Company User
  5. When prompted to confirm, clicks Delete.


Company Account Structure

A company account can be set up to reflect the structure of the business. Initially, the company structure includes only the company administrator but can be expanded to include teams of users. The users can be associated with teams or organized within a hierarchy of divisions and subdivisions within the company.

Company Account Structure

In the company administrator’s account dashboard, the company structure is represented as a tree and initially consists of only the company administrator.



Company Structure

Company Structure

When the account is created and approved, the company administrator can use the company email address or be assigned a different email address.

The person who serves as a company administrator may have multiple roles within the company. If a separate email address is entered for the company administrator, the initial company structure includes the company administrator plus an individual user account in the name of the company administrator. In such a case, the company administrator can sign in to the account as the company or as an individual user.

Company Structure

After creating the account, the company administrator must define the company structure of teams, set up the company users, and establish roles and permissions for each.



Company Structure Icons

Company Structure Icons



Create Company Teams

The structure of a company account should reflect the purchasing organization, whether it is simple and flat or a complex organization with different teams for each subdivision and division of the company.

Suppose the store is configured to allow companies to manage their accounts. In that case, setting up the company structure is one of the first tasks for a company administrator to complete after the account is approved. In the company account, the company structure is represented as a tree with the company administrator at the top.

Create Company Teams

  1. The company administrator signs in to their account.
  2. In the left panel, chooses Company Structure.
  3. Under Business Structure, click Add Team and does the following:
    1. Enters the Team Title and Description.
      (The Team Title can be anything that represents the structure of the company,
      such as a team, office, or division within the company.      )
      Team Title and Description

    2. When complete, clicks Save.
      Create as many teams as needed.
      Create as many teams as needed.

  4. To create a hierarchy of teams does the following:
    1. Selects the parent team, and click Add Team.
      Selects the parent team, and click Add Team

    2. Enters the Team Title and Description.
    3. Clicks Save.

  5. Repeats these steps to create as many teams, divisions, and subdivisions as needed.

You could have users or teams in this view. If you need to move something, you can simply drag and drop them to the location you need.
For example, you could click on and drag a user into a team.

Click on and drag a user into a team

Another example:

Another example



Move A Team

As the company administrator works with the company structure, they can drag teams or divisions to other locations in the structure.

  1. The company administrator locates the team to be moved.
  2. Clicks and drags the team to a new position in the company structure.



Delete A Team

[note]: Before deleting a team, it is recommended to make sure that the correct team is selected—deleted teams cannot be restored.

  1. The company administrator selects the team to be deleted.
  2. Clicks Delete Selected.
  3. When prompted to confirm, clicks Delete.



Expand or Collapse The Team Structure

As the company administrator works with the company structure, they can collapse or expand the tree:

Expand or Collapse The Team Structure



Assign Users To Teams

When teams and users are first added to the company structure, they are placed at the same level under the company administrator.

Assign Users To Teams

  1. In the left panel, the company administrator chooses Company Structure.
  2. To assign a user to an existing team, they drag the user under the appropriate team.

To assign a user to an existing team, they drag the user under the appropriate team.



Resources

The Resource Library is similar to the old portal as well. We have 2 FAQs for you, information on Mobile Device Care, OEM Warranty Checkers in case you need access to that, documents on the Repair Submission Processes, and links to many Repair Videos should you need to reference those.



Do You Have Any Questions?

If you still have questions or need additional support after going through this document, please visit our Contact Us page to connect with the appropriate person.

We can answer any questions you may have regarding the portals.

Thanks - The Trafera Team

For More Information: Trafera Sales Team | Toll Free: 1.855.862.5120 | Email: portals@trafera.com

Categories: Portals
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