LBB User and Profile Guide~12.pdf
PDF 350 KB Posted
- Solicitation number
- UD-26-363
- Issued by
- California
About this file
This document is a user and profile maintenance guide for the City of Long Beach's procurement platform, Long Beach Buys, which is powered by Periscope. The guide provides step-by-step instructions for Seller Administrators responsible for managing vendor accounts within the system. Key administrative functions covered include adding new users to accounts, maintaining existing users, managing organizational addresses, and maintaining commodity codes and services associated with vendor profiles. The document details the process for assigning user roles (Seller or Seller Administrator), resetting passwords, inactivating user accounts, and modifying user permissions. Additionally, it explains how to edit existing addresses, add new addresses with various address types such as General Mailing Addresses and Bid Mailing Addresses, and manage the commodity codes that determine which bid notifications vendors receive.
The guide emphasizes the Seller Administrator's central role in account management and security, including the responsibility to provide new users with their system-generated temporary passwords and login credentials. Users can be assigned two primary roles: Seller, which allows access to bids, purchase orders, and electronic quote submission; and Seller Administrator, which grants full account maintenance privileges. The document includes visual screenshots and examples demonstrating the user interface for common tasks such as user creation, status modification, password resets, and address maintenance. All procedures conclude with saving changes to ensure updates are retained within the Long Beach Buys platform.
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Other files
| File | Type | Posted |
|---|---|---|
| LBB Bid Solicitation Guide~21.pdf | ||
| UD-26-363 EAM Readiness Assessment RFP_Final~3.pdf |
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Text version
Long Beach Buys: Powered by Periscope
Long Beach Buys User & Profile Maintenance Guide
The Seller Administrator is responsible for maintaining users accessing their Long Beach Buys Account, maintaining addresses, and the commodity codes responsible for bid notifications.
Adding New Users:
1. Navigate to Long Beach Buys
2. Click the SIGN IN button in the top right corner of the page
3. Enter your login credentials
• Enter your LOGIN ID
• Enter your PASSWORD
• Click SIGN IN
4. Click Add User on this Account
• Enter their contact information
• Enter their Login Id
• Enter their Login Question and Answer
• Assign a role
• Seller – Allows the user to access Bids, Purchase Orders, and submit electronic Quotes
• Seller Administrator – Allows the user to maintain the overall Long Beach Buys Account
5. Click Save & Exit
• The created user will automatically receive a system-generated email providing them their temporary password
• The Seller Administrator creating the Login Id must provide that ID to the new user
Maintaining Existing Users:
• Click Maintain Users on this Account
• Click the user’s Login Id
• To inactive a user’s Login Id
• Click the Status field
• Click Inactive
• Click Save & Exit
• To reset a user’s password
• Click Reset Password
• In the popup window click Reset Password
• To modify the user’s existing roles
• Click or uncheck Seller or Seller Administrator
Maintaining Addresses:
1. Click Maintain Organization Information
2. Click Maintain Addresses
• To edit an existing address
• Click the Address Name
• Modify any of the existing Mailing Address fields
• To add a new address
• Click Add Another Address
• Select the Address Type
• Enter the required Address Information
Maintaining Commodity Codes and Services:
1. Click Maintain Organization Information
2. Click Maintain Commodity Codes & Services
3. Click Maintain Commodity Codes
• To add more Commodity Codes
• Click Add Additional Codes
• Search for the new Commodity Codes by Keyword Search or by selecting the drop downs
• Select the Code(s) to add to the account
• Click Save
File details come from the government source that posted it. Updated .