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Create Factory/Organization Contact or Login

  • Updated

Table of Contents

The following instructions are for adding a login user or contact to a factory or organization account. 

  • A login user is a person assigned a security role and granted permissions to access the FFC platform. 
  • A contact is someone associated with a factory or organization account. Contacts cannot log into the FFC platform.

 

Navigation

You can add a login user or contact from a factory’s User/Contacts tab that is found in two places:

  • The Factory List
  • Favorite Accounts

 

Factory List

  1. Navigate to Supply Chain from the left-hand navigation menu and select Factory List or Organization List.
  2. Search for the factory or organization related to the audit or assessment. Click here to learn how to search for a factory or organization.
  3. This reveals the Factory account page.
  4. On the account page, select the Users/Contacts tab.
    • The instructions above are for an organization account. The information and steps are the same for a factory account.
       

Favorite Accounts

If you have the account tagged as a favorite, you can also navigate to an account page by:

  1. Selecting the Dashboard from the left-hand navigation menu.

     
  2. Under Favorite Accounts, select the account.

     
  3. This reveals the Factory account page.

     
  4. On the account page, select the Users/Contacts tab.

     

Factory Contacts

The Factory Contacts section is where you can add logins or add contacts. 

 

Adding a Contact

To add an organization contact:

  1. Select Add Contact


     
  2. The Add New Contact window appears. The following fields are required, all other fields are optional:
    1. Shared/Private toggle: Controls who can view and access the contact you are adding. If set to Shared, the contact is visible to other brands. If set to Private, the contact is only visible to the brand users that created the contact.
    2. Name: Enter the contact’s name
    3. Email 1: Enter the contact’s primary email
    4. Primary toggle: Designates the main person associated with the account. Only one contact can be set to primary. If you toggle other contacts to Primary it will turn off the previous one.

Select Save after entering in all required information.

 

Adding a Login

  1. Select Add Login. 

     
  2. Selecting Add Login takes you to Manage Users:   
  1. Login Information
  2. Personal Information
  3. Account Information
  4. Custom Search

 

Login Information 

To add a new login user, fill in the following fields.

Fields with an asterisk are required:

  1. Email*: Enter the E-mail.
  2. Security Role Name: Select the Security Role Name for the new user.
    1. Note: Security roles are defined in User Roles under Administration. Security roles define the user’s specific access to the platform. 
  3. Password*: Enter the Password that the new user will use for initial login. 
  4. Confirm Password*: Re-enter the password in the Confirm Password field.
  5. Login Status: Options include active, inactive, or locked.

 

Personal Information 

On the Personal Information tab, fill in the following fields.

Fields with an asterisk are required:

  1. Name*
  2. Email*
  3. Country*
  4. Address
  5. Province/State
  6. Mobile
  7. City
  8. Postal Code
  9. Phone
  10. SLCP ID
  11. Fax
  12. Upload Image

 

Account Information

On the Account Information tab, fill in the following fields.

Fields with an asterisk are required: 

  1. Job Title: Enter in the title of the job for this account.
  2. Department: Enter in the name of the department for this account.

 

Saving a New Login

In order to save a new login, make sure you fill out all required fields before selecting Save. 

 

Custom Search

If you want to conduct a search for the login user, navigate to the Custom Search section.

  1. Use the search filters to narrow the list
  2. Use the search fields to narrow the list
  3. Use the Edit action button to add optional contact information

If you need to add a security role to an existing contact, locate the Security Role column and select a new security role for that account from the dropdown.

 

Member and Organization Contacts

When a login is assigned to an assessment in Scheduling, they are automatically added to the Members and Organization Contacts list.

To add a new Member or Organization Contact:

  1. From the Users / Contacts tab, scroll down to Member and Organization Contacts.
  2. Select the plus symbol
  3. From the Add New Contact window, select the account you want to add the Member Internal Contact or Organization Contact to.
  4. Selecting an account will make the Security Role field display. Select the Security Role from the dropdown.
  5. Select the desired user from the list, followed by Save. This adds the user to the Member and Organization Contact list.
  6. If you need to receive alerts pertaining to the account that you are logged into, select the Add Me button. This adds your name to the Member and Organization Contacts list.

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