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Perform Administrative Tasks

Administrative Access

To access platform related administrative functions within The Connected World, your username and credentials must be enabled with administrative privileges by your designated Connectbase Customer Success Manager. If you require technical assistance or wish to report an issue to the Connectbase Support team, please log into the Connectbase Customer Support Desk Portal at https://support.connectbase.com and submit a support ticket.

Important! Many administrative functions described in this document are dependent upon your instance level entitlements, which are configured by a Connectbase Administrator in Super Admin. Consequently, some functions may not be visible within your instance.

Once your credentials are enabled, the Admin level functions display in the sidebar navigation menu below other TCW task menus.

Note

This guide describes only the platform related Admin menu functions as indicated in the figure below.

Rules, P2P Configuration, and Product Catalog functions are all detailed in a separate guide entitled “The Connected World Pricing Configuration Guide”.

ADM_admin_menu.png

Admin Menu Functions

  • Company Details – Enables you to view the instance configuration details, including the company address and contact information as well as the TCW services that are enabled/disabled for this instance. Where applicable, you can also set CPQ Rounding Values, CPQ External Integration, and/or Ordering External Integration. These additional features are instance level entitlements that are set up in Super Admin and will not appear on this tab unless enabled.

  • Company Default Attributes – Enables you to set default level attributes to be displayed within your instance. For example, you can set a Default Install Interval. CPQ customers can set an expiration date for quoting, etc. CPQ Bid Management customers can create email templates for requests and responses. You can also add Ethernet Zones and Custom fields to your instance from this tab.

  • User Management – This menu provides you with access to manage your users, user groups, and company users hierarchy.

    • Users – Enables you to add, deactivate, edit, or delete user accounts.

    • User Groups – Enables you to add, edit, or delete user groups and assign or limit specific access permissions to each group.

    • Company Users Hierarchy – Enables you to add/edit position levels to establish quoting approval requirements. This feature is used to define a user hierarchy for CPQ notifications and quote approvals.

  • Shared layers – Enables you to view all data layers that have been shared within your company instance.

  • Provision Data - Enables you to view a listing of the data layers that are configured in your instance, for example, Connectbase Shareable Routes, Building Footprints, US Parcels, etc.

  • Buyer Prospects – Enables you to view all ecosystem users that are connected to your instance through Internal API connections. From this page, you can also export the list of ecosystem users to a CSV file using the Export function.

  • Exchange Rates - Enables you to view the currently defined exchange rates. Exchange rates are automatically updated within the system every two weeks. However, you can update the rates as needed using the Update Rates button.

  • Sub-Quote Suppliers – Enables you to configure your list of suppliers for sub quoting.

In this section: