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As an alio Vendor Portal administrator with permission to modify user accounts, you can perform the following tasks:
Change a user's user name and/or e-mail address
Activate and inactivate user accounts
Lock or unlock user accounts
Grant users access to the Vendor Portal
Send a reset password link to a user by e-mail
Click a name in the User Listing grid to display and, optionally, modify that user account. The User Account Details page appears.
This page has two sections:
Personal Information — this section displays the user's account details entered in alio. You cannot change this information in Vendor Portal.
The following table that defines each field in the Personal Information section.
Field |
Definition |
Employee No |
This field displays the employee's alio identification number. The employee's number is defined in alio program HMEMP01A.FMX – Employee Master. |
First Name |
This field displays the employee's first name. The employee's first name is defined in alio program HMEMP01A.FMX – Employee Master. |
Middle Name |
This field displays the employee's middle name. The employee's middle name is defined in alio program HMEMP01A.FMX – Employee Master. |
Last Name |
This field displays the employee's last name. The employee's last name is defined in alio program HMEMP01A.FMX – Employee Master. |
Employment Status |
This field displays the employee's current employment status (e.g., Full Time Salaried, Part Time Salaried, Terminated, etc.). The employee's employment status is defined in alio program HMEMP01A.FMX – Employee Master. |
Time Reporting Group |
This field displays the primary time reporting group (TRG) to which the employee belongs (if applicable). Time reporting groups are assigned to an employee in alio program HETRG01A.FMX – Employee Time Reporting Groups. |
Account Information — this section displays the user's Vendor Portal user account details. A Vendor Portal administrator user with the appropriate permissions may change these fields. These permissions are defined in the user role to which the administrator user belongs.
The following table that defines each field in the Account Information section.
Field |
Definition |
User Role |
This field displays the user role to which this user is assigned. Note: You must go to the User Role Details page to change this value to System Administrator or remove the System Administrator role. If you are an ESP user and need to make other changes to user roles, you will need to log in to ESP to make those changes. |
User Name |
This field displays the current alio Vendor Portal user name assigned to this user. This user name is entered when the user creates an alio Vendor Portal administrator user account. If the district has implemented LDAP, the user's network user name displays. |
This field displays the e-mail address used when the user created their account |
|
Inactive |
A check mark in this field identifies the user as inactive. |
Locked |
A check mark in this field indicates the user is locked out of the alio Vendor Portal. |
Vendor Portal Access |
A check mark in this field means the user was granted access to the alio Vendor Portal application. |
Click the Active Users link on the Admin Home page.
Enter the filter criteria to search for the user account to be updated.
|
If necessary, click the Filter
button |
Click the Name of the employee to display the User Account Details page.
If applicable, modify the User Name and/or E-mail address for this user account.
Click to select the appropriate check boxes.
Click to select the Inactive check box if this user account is inactive. Leave this field blank for an active user account.
Click to select the Locked check box to lock the user out of their account.
Click to select the Vendor Portal Access check box to grant this user permission to access the Vendor Portal as an administrator.
Click the 
button to update the user account.
Follow these steps to unlock a user account. A user account will automatically lock after the user exceeds the number of failed login attempts defined on the Account Preferences page.
Click the Locked Users link on the Admin Home page.
Enter the filter criteria to search for the user account to be unlocked.
|
If necessary, click the Filter
button |
Click the Name of the user to display the User Account Details page.
Under Account Information, click to clear the Locked check box.
Click the
button to unlock the user account.
Follow these steps to lock a user account. A user is prevented from accessing alio Vendor Portal when the user's user account is locked.
Click the Users link on the Admin Home page.
Enter the filter criteria to search for the user account to be locked.
|
If necessary, click the Filter
button |
Click the Name of the user to display the User Account Details page.
Under Account Information, click to select the Locked check box.
Click the
button to lock the user account.
Follow these steps to send an e-mail containing a Reset Password link to a user. Use the E-mail Setup link on the Admin Home page to customize the Reset Password e-mail message sent to the user.
|
This option is not available if your organization is using LDAP authentication; however, it is available if your organization is using LDAP authentication and allows users assigned a specific employment status in alio to access alio Vendor Portal using their alio Vendor Portal user name and password, e.g., a terminated or inactive employee. |
Click the Users link on the Admin Home page.
Enter the filter criteria to search for the user that will receive the Reset Password e-mail message.
|
If necessary, click the Filter
button |
Click the Name of the employee to display the User Account Details page.
Click the Email Reset Password Link. The user will receive an e-mail message with a link that allows the user to reset their password after correctly answering one of the their personal questions.
Follow these steps to inactivate a user account. An inactive user account is prevented from accessing alio Vendor Portal. You can list inactive users in the User Listing grid.
Click the Active Users link on the Admin Home page.
Enter the filter criteria to search for the active user account to be inactivated.
|
If necessary, click the Filter
button |
Click the Name of the employee to display the User Account Details page.
Under Account Information, click to select the Inactive check box.
Click the
button to inactivate the user account.
Follow these steps to activate a user account. A user account must have an active status to access the alio Vendor Portal Administrator Interface.
Click the Inactive Users link on the Admin Home page.
Enter the filter criteria to search for the inactive user account to be activated.
|
If necessary, click the Filter
button |
Click the Name of the employee to display the User Account Details page.
Under Account Information, click to clear the Inactive check box.
Click the
button to activate the user account.
to display the search criteria fields.