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HOW TO CHANGE THE SUPER USER AND PROCUREMENT CONTACT IN CUSTOMER CONNECT
(2011011)

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Last Updated: 10/12/2023Categories: InformationalTotal Views: 249240Language:
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DETAILS

This article provides information about Super Users and Procurement Contacts
including information about how to find their names and email addresses and how
to change the users who have these roles.






SOLUTION



CHANGING THE SUPER USER OR PROCUREMENT CONTACT

The process to change the Super User and Procurement Contact depends on whether
the user occupying the role is still with the organization.

 

To change a Super User or Procurement Contact if the user is still with the
organization:

Note: Only Super Users, Procurement Contacts, and users with Manage Roles
permissions on the Home folder can make this change. To view your permissions,
see How to view user permissions in Customer Connect (2070468)

 1. Log in to Customer Connect as the Super User or Procurement Contact.
 2. Select Products and Accounts > Accounts > Account Management from the
    navigation bar at the top.
 3. Click the Actions menu towards the right corner of the page and choose
    Change Super User or Procurement Contact.
 4. Select a new Super User or Procurement Contact.
 5. Click Next
 6. Click Confirm. The new Super User or Procurement Contact will receive a
    notification informing them of the change.

In addition to the above, you could also change Super User or Procurement
contact from Users and Permissions on Customer Connect:

 1. Log in to Customer Connect
 2. Select Products and Accounts > Accounts > Users & Permissions from the
    navigation bar at the top.
 3. Select the correct account from the dropdown For-Account
 4. Click on By User tab > select the User
 5. Click the 3 dots next to the user name and choose Change to Super
    User/Procurement Contact
 6. Click Confirm and then click OK 

Note: Only an existing user can be made a Super User. To create a profile, see
How to create a Customer Connect profile (2007005). To add a user to the
account, see How to invite new users to an account in Customer
Connect (2070555).

 

To change a Super User or Procurement Contact if the user is no longer with the
organization:

 1. Ensure that the user taking over the role has been notified.
 2. Request an email or other form of supporting documentation from an officer
    or other person of authority (such as IT manager or above) at your company
    authorizing the change.
 3. Submit a Support Request. For more information, see How to file a Support
    Request in Customer Connect (2006985). When filing your Support Request,
    ensure that you:
    * Choose Change Super User or Procurement Contact from the
      Non-Technical  drop down.
    * Include this information in the Issue description field:
      * The first and last name of the user you are removing from the role.
      * The first and last name of the user you want to take over the role.
         
    * Attach the supporting documentation you obtained in step 2.


LOCATING AND CONTACTING THE SUPER USER AND PROCUREMENT CONTACT

To locate the name of the Super User and Procurement Contact on the Account
Summary page:

 1. Log in to Customer Connect.
 2. Select Products and Accounts > Accounts > Account Management from the
    navigation bar at the top.
 3. Select an account. The Super User and Procurement Contact will be displayed
    on the page.

 

To locate the Super User and Procurement Contact on the Users and Permissions
page:

 1. Select Products and Accounts > Accounts > Users & Permissions from the
    navigation bar at the top.
 2. Click the By Folder tab or By User tab.
 3. If you are on the:
    * By Folder tab, select a folder. The Super User and Procurement are marked
      with an S and P icon
    * By User tab, the Super User and Procurement are marked with an S and P
      icon
       
 4. Select a user to see details such as permissions and email address in the
    right pane. After you locate the Super User and Procurement Contact, you can
    contact them by email.


ABOUT THE SUPER USER AND PROCUREMENT CONTACT

A Super User can manage license keys and users on behalf of an account, manage
account user permissions, and add or remove users.

 

Note: If your organization is a part of the Super User Service, for more
information, see Customer Connect Super User Service (2017467).

 

A Procurement Contact is the primary contact for the account, on behalf of the
customer organization, for ordering, renewing, and quoting transactions.
Although their primary responsibilities can be procurement tasks, the
Procurement Contact can also manage license keys and support on behalf of a
specific account, and manage account user permissions.

 

There can be only one Super User and Procurement Contact for each account, but
the same person may serve as Super User or Procurement Contact for multiple
accounts. The Super User and Procurement Contact can be the same person, and
they can reassign their role to any other user associated to the account. They
can also assign global permissions to another user, which provides similar
permissions as the Super User and Procurement contact, but this does not replace
the roles.

 

In Customer Connect, new customers identify the License End User and the person
that the license is sold to on a purchase order. The License End User becomes
the Super User for the new account, the person that the license is sold to
becomes the Procurement Contact.
 






RELATED INFORMATION

For more information, see:

 * Understanding user permissions in Customer Connect (2006977)
 * How to assign Roles and Responsibilities in Customer Connect (2016898)
 * How to view user permissions in Customer Connect (2070468)
 * How to edit user permissions in Customer Connect (2070479)
 * How to copy user permissions in Customer Connect (2070481)
 * Customer Connect Super User Service (2017467)


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