LBB User and Profile Guide~2.pdf
PDF 350 KB Posted
- Attached to
- Tank Cleaning and Inspection Services
- Solicitation number
- UD-26-336
- Issued by
- Los Angeles County, Los Angeles City, California
About this file
This is a user and profile maintenance guide for the City of Long Beach's Long Beach Buys procurement platform, powered by Periscope. The document serves as an operational manual for Seller Administrators responsible for managing vendor accounts within the system. The guide provides comprehensive instructions for adding new users to Long Beach Buys accounts, with defined roles including Seller and Seller Administrator designations. New users receive system-generated temporary passwords upon account creation, which must be provided to them by the creating administrator. The document outlines procedures for maintaining existing user accounts, including inactivating user login IDs by changing status to "Inactive," resetting user passwords through a confirmation popup dialog, and modifying user roles by checking or unchecking the Seller or Seller Administrator permissions as needed.
The guide also details processes for maintaining vendor organizational information, specifically address management and commodity code administration. Seller Administrators can edit existing addresses or add new addresses by selecting an address type, entering required mailing information, and designating a default address for the address type. Commodity codes and services are managed through a search interface that allows keyword searches or dropdown category selection, enabling vendors to add relevant commodity codes to their accounts for targeted bid notifications. All modifications and additions require saving changes through the platform's "Save & Exit" functionality. The document contains no pricing information, contract terms, funding details, or award specifications, as it functions exclusively as a technical operational guide for platform account management.
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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 .