Invite new regular user

  • Select ‘Supplier On-boarding’ from applications
  • Switch to ‘Invite User’ tab
  • Click on ‘Search’
  • Enter first name, last name and email address in the corresponding fields and select at least 1 business department
  • Either click on ‘Add another user’ for inviting directly more users or click on ‘Send Invite’ to send the invitation for registration to the user
  • The invited user gets a system mail from sender noreply-metrolinkplus@metrosystems.net incl. a registration link and a temporary password. If the user has registered properly they will be able to login via the respective country Metro Link plus

 

Renew expired Invite for new regular user

  • Select ‘Supplier On-boarding’ from applications
  • Stay on ‘Search Invites’ tab
  • Click on ‘Search’
  • Look for the user where the invitation is on status 'Expired'
  • Click on the arrow symbol (Resend) to renew the invitation (a new mail with a new temporary password is sent to the user)
  • OR click on the X symbol (Expired-Closed) to end the invitation


Promote regular user to be admin user

  • Click on the down arrow next to your name on the top right and select ‘Portal Management’
  • Switch to tab ‘Company Management’
  • Switch the view to ‘View by parent ID’
  • Click on ‘Manage Admin’
  • Click on ‘Add Admin’ and select any existing user of this company to promote this user to be also admin
  • The new admin will get a notification about this within the Metro Link plus portal 'Task' section and needs to approve it

 

Remove admin role of an admin user

  • Click on the down arrow next to your name on the top right and select ‘Portal Management’
  • Switch to tab ‘Company Management’
  • Switch the view to ‘View by parent ID’
  • Click on ‘Manage Admin’
  • If there are at least 2 admin user the option ‘Remove Admin’ will be visible
  • The removed admin will get a notification that the admin right has been revoked

 

Delete user

  • Click on the down arrow next to your name on the top right and select ‘Portal Management’
  • You will see a list of all user for that company
  • In the ‘Action’ column you will find an icon that looks like a head with shoulders named ‘Delete User’ when you hover the mouse over it
  • If you click ‘Delete user’ you will get a confirmation window and you need to click ‘Yes’ to really start the deletion
  • ATTENTION: the user will afterwards not be visible in the ‘Portal Management’ anymore but if you go to ‘Supplier On-boarding’ you will still see this user for the next 30 days. This is to make sure that any accidental deletion request can be reversed.

Grant further access right to user

  • Click on the down arrow next to your name on the top right and select ‘Portal Management’
  • You will see a list of all user for that company
  • In the ‘Action’ column you will find an icon that looks like a gear wheel
  • If you click that icon you will be routed to a screen where for some applications you can add additional access
  • For that simply select the missing supplier number and click on the 'Add Supplier' button. For some it might be needed to select futher entries like a department

 

Remove access right from user

  • Click on the down arrow next to your name on the top right and select ‘Portal Management’
  • You will see a list of all user for that company
  • In the ‘Action’ column you will find an icon that looks like a gear wheel
  • If you click that icon you will be routed to a screen where for some applications you can maintain the access
  • To remove an entry simply click on 'Remove Supplier' next to the access right entry you want to remove


Add/Adjust department setting for Documents for user

  • Click on the down arrow next to your name on the top right and select ‘Portal Management’
  • You will see a list of all user for that company
  • In the ‘Action’ column you will find an icon that looks like a gear wheel
  • If you click that icon you will be routed to a screen where for some applications you can add additional access or maintain current acceses
  • Make sure you are in the tab for 'Documents' and click on the pencil icon
  • Under the column 'Department' you now have a drop down list from which you can select/deselect the needed entry
  • Click on 'Save' to save the changed entries


Add and delete Contact data of own company

  • Click on the book icon next to ‘Contacts’
  • For adding a contact switch to tab ‘Create Contact’
  • Enter the mandatory data (marked by a red star) and click on ‘Create Contact on the bottom of the page
  • For deleting a contact use tab ‘Contact directory’
  • Select the contact you want to delete by clicking the checkbox in front of the entry
  • Now you get the option to click on ‘Delete Contact’
  • Be aware that adding contact is just for information purpose. The contact itself has no login functionality. For adding functional user please see 'Invite new regular user'

 

Change own profile data

  • Click on the down arrow next to your name on the top right and select ‘Profile & Settings’
  • Click on ‘Edit User Details’
  • Now you can adjust all opened entries (only mail address can’t be adjusted by the user itself)
  • Click on ‘Save’ to save your changes

 

Change own 2 FA setting

  • Click on the down arrow next to your name on the top right and select ‘Profile & Settings’
  • Click on ‘Change Login Preference’
  • You will be directed to the 2FA setting page which all users get with the 1st login
  • In there you can adjust the currently set 2FA to any of the given options


Search Documents

  • Click on the 'Documents' entry in the 'Applications' box
  • In the upcoming window simply click on 'Search Documents' and you will be shown all available documents for the supplier number(s) you have access to
  • If you use the filter function before clicking on 'Search Documents' you can filter the selection but it can also cause that nothing is shown if the filter is accidentially set wrong


Set Document alerts

  • Click on the down arrow next to your name on the top right and select ‘Manage Document Alerts’
  • In the 1st column you can generally select the notification per document type to be 'ON' or 'OFF' 
  • Additionally there you have an option to select the 'Frequency' (Daily, Weekly, Monthly); for Weekly you also have to select a day
  • Be aware the simply putting the notification to 'ON' will not trigger a mail to be sent. You also have to selct the 'Frequency' and if you selected 'Weekly' need to set up a day
  • Also be aware that as soon as you initiated the sending of a notification it will always be sent depending on the selected 'Frequency' no matter if there is a new document or not (if here is something new you will see in the text of the sent notification)


Approval regular user invited by Metro/Makro admin user

  • On the landing page of Metro Link plus look for the 'Task' widget
  • In that Task widget you should have an entry 'SA-Pending' with an entry of at least '1' (marked in yellow indicating it as open task)
  • Click on 'SA-Pending'
  • With that you are routed to the 'Search invites' dialogue with an active filter for status 'SA-Pending'
  • After a second you should automatically get the 'Search Result' for that filtering showing you at least 1 entry (number of entries should be the same as indicated in the Taks widget 
  • In the last column of the 'Search Result' named 'Action' you have now 2 options: 'Approve' and 'Reject'
  • If you want to have that user as active in Metro Link plus please click on'Approve'. This leads you to a short dialogue (Approve Invite) where you please select at least 1 'Business Department' for the user and you can add an optional comment. To finish please click on 'Approve'. With that the user will get a mail with the invite to register as user for the Metro Link plus portal
  • If this invitation is NOT for a user you want to have access for the Metro Link plus portal please click 'Reject' and you get another screen where you need to provide a comment for the rejection and proceed with click on 'Yes'