Product: TrueCommerce Home (for Vendor)

Article link: https://intercom.help/truecommerce-home/en/articles/11639968-truecommerce-home-for-vendor-the-user-management-menu

The User Management menu in TrueCommerce Home is only available to users that are classified as Administrator, and they have access to all users’ accounts. Users that are classified as Manager or Staff have access to their own User Profile only and can edit it as needed.

Read this article to have an overview of what users can do within this menu.

How to access?

Follow these steps to access the User Management menu:

1. Log in to TrueCommerce Home.

2. Click Administration > User Management.

On the User Management screen, there are two tabs:

The Manage Users tab lists all the current users. It provides a higher-level view of the email addresses, usernames and user types that are currently associated to each user.

The User Audit tab is typically used for tracking and monitoring changes made by users.

Work with the User Management Menu

Add a User

To add a user via the User Management Menu, follow these steps:

1. On the Manage Users tab, click Add User.

2. On the next screen, enter your key login information and manage your preferences through the following steps:

a. Fill out the User Personal Information and User Configuration sections.

NOTE: The required fields are marked with a red asterisk (*). For a full description of each field, refer to the Field Definitions.

b. In the Trading Partners list, select the preferred trading partner. Then, click the Assign link.

The trading partner is moved from the Available Trading Partners list to the Assigned Trading Partners list.

NOTE: Click the Remove link if you want to remove the assigned Trading Partner.

c. When you are finished, click Save.

The new user is created.

Field Definition

Field	Definition
First Name and Last Name	The user’s first name and last name.
Email Address	The valid address that the user expects to receive email notifications and alerts.
User Name	The User Name will be the same as the Email Address automatically, but it can be customized as needed.
Password	Enter the password twice for compatibility. NOTE: The password must be 6 characters, minimum, containing at least one lowercase letter, one uppercase letter, one number, and one special character. Valid special characters are @#%^&+=
User Type	Determines the level of access and privileges for a new user. Options include the following: Administrator – Full Access including User Admin: Have full access to the Portals full capabilities, access to all users, management of orders, Application Configuration, and Billing. Manager – Full Access except User Admin: Have the ability to create and manage return documents for Purchase Orders. They can make adjustments to their own User Accounts. They do not have the overall visibility of other users. Staff – View Only Access: Have the ability to view and print documents as needed. They do not have access to creating return documents or changes on the Web Portal.
Status	Options include Active and Inactive.
Language	Select the language to view the web user interface of your preference. Options include English, French, Mandarin, and Spanish.
Position	Indicate the user’s role, such as Accounting, IT, EDI Coordinator, Manager, and others.
Exclude from Emails	All: Check this box if you do not want to receive all email notifications. New Order: Check this box if you do not want to receive email notifications about new orders. Alert/Rejection: Check this box if you do not want to receive email notifications about the order alerts/rejections. Administrative: Check this box if you do not want to receive email notifications about administrative issues.
Landing Page	Set a default menu for quick navigation. Options include Dashboard and Document Management.

Edit a User

To edit a user, follow these steps:

1. Under the Manage Users tab, click Edit User corresponding to the user that you want to modify in the User Actions drop-down list.

2. In the Edit User window, make the changes.

3. Click Save.

Delete a User

To delete a user, click the Delete link corresponding to the user that you want to remove under the Manage Users tab.

The user account will be completely removed from TrueCommerce Home.

In summary, the User Management menu in TrueCommerce Home empowers administrative users to manage user accounts efficiently. From adding new users and assigning trading partners to monitoring changes and managing access levels, this menu is an essential feature for maintaining a secure and organized platform.

rev: 09/01/25

TrueCommerce Home: For Vendor - The User Management Menu