LBB User and Profile Guide~13.pdf

PDF 350 KB Posted

Attached to
Gloves
Solicitation number
UD-27-365
Issued by
California

About this file

This is a user and profile maintenance guide for the City of Long Beach's Long Beach Buys procurement system, powered by Periscope. The guide provides instructions for Seller Administrators responsible for managing vendor accounts, users, addresses, and commodity codes within the platform. The document outlines procedures for adding new users with either Seller or Seller Administrator roles, each with specific access permissions. Seller users can access bids, purchase orders, and submit electronic quotes, while Seller Administrators can maintain the overall Long Beach Buys Account. The guide includes step-by-step instructions for user creation, with automated system-generated temporary passwords sent to newly created users. Additionally, the document provides detailed procedures for maintaining existing users, including inactivating accounts, resetting passwords, and modifying user roles as needed.

The guide also addresses the maintenance of organizational information, specifically address management and commodity code administration. Vendor organizations can edit existing addresses or add new addresses of various types, including general mailing addresses and bid mailing addresses. The commodity code section allows vendors to search for and add commodity codes to their accounts using keyword searches or dropdown selections, enabling proper bid notifications based on their product and service categories. All changes are saved through a straightforward user interface with options to save, reset, or cancel modifications. This maintenance guide serves as an operational resource for vendor account management within Long Beach's eProcurement system.

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Other files

File Type Posted
UD-27-365 Gloves RFQ~1.pdf PDF
LBB Bid Solicitation Guide~10.pdf 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 .