After completing this lesson, you will be able to:
Users are employees and partners who have access to perform actions and complete tasks in the SAP Fieldglass application. A user profile is the data record that defines a specific user within the application.
Simply, Users are people who have access to use SAP Fieldglass.
Select the User admin object from the User section of the admin menu to view the list of WorkingNet’s SAP Fieldglass users.
WorkingNet has just hired Marlena Envoiss to work as an Accounts Payable associate in their Finance department.
As the SAP Fieldglass administrator for WorkingNet, you will need to create her User profile in SAP Fieldglass and associate the necessary User Role to her.
SAP Fieldglass allows for multiple User profiles to be created all at once. To do that, you’d select the Download Template button on the User List page.
There are times in a company’s workflow where they may need to allow temporary access to users within the application. For example, if someone Is out of office but has work items that need to be completed and don’t want their absence to hold up their processes.
Proxy User functionality allows users to temporarily reassign certain tasks to other users. This gives the assigned proxy user the ability to perform those specified tasks on behalf of the original user.
Play the video to see how Mavis assigns a proxy user.
In some instances, there’s a need for slightly more permanent, and broader, access than the Proxy User access allows. For example, if a user within the application has a full-time assistant who often completes tasks for them. In this case, the user would want to assign a Delegate.
Delegate User functionality allows the delegated user to essentially step into the original user’s account and take any action the original user can take and see any data that user is able to see.
The process of adding a Delegate is similar to that of adding a Proxy: you would open the My Profile page, select Edit in the Delegates section, then select the Add Delegate link on the Delegates page.
When a user is assigned as a delegate, the delegator will appear in the delegated user’s profile as a linked account. The delegate can then select the user profile and get access to that user’s account.
It’s important to note that any user assigned as a Delegate will inherit the user’s visibility and permissions when acting as a Delegate user. This means they may have more visibility and permissions than their regular user account when taking action as a Delegate.
OK, so just to make sure you know the difference between a proxy and a delegate, select the link on the User Edit Page that best represents the access required for the user described in the scenario.
Users with high admin permissions, such as administrative users, can assign access to specific Reports and Charts for individual users. This would allow the user to view, edit, and run these reports when they are logged in to SAP Fieldglass.
Play the video to learn about assigning access to reports and charts in SAP Fieldglass.
Buyers in SAP Fieldglass will encounter both changes and turnover within their program’s defined user base. Therefore, they will need to formally close users that are either no longer employed or have no further association to the SAP Fieldglass application.
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