LBB User Profile Guide.pdf
PDF 350 KB Posted
- Attached to
- Petroleum Products
- Solicitation number
- UD-26-337
- Issued by
- Los Angeles County, California
About this file
This document is a user and profile maintenance guide for the City of Long Beach's Long Beach Buys procurement platform, powered by Periscope. The guide provides detailed instructions for Seller Administrators responsible for managing vendor accounts on the system. The document covers procedures for adding new users with assigned roles (Seller or Seller Administrator), maintaining existing user accounts through status modifications and password resets, and managing user role assignments. The guide includes step-by-step instructions with accompanying screenshots demonstrating how to navigate the Long Beach Buys interface, sign in, enter contact information, assign login credentials, and configure user permissions that control access to bids, purchase orders, and electronic quote submissions.
The guide also addresses organizational profile maintenance, including procedures for maintaining multiple addresses with various address types (such as General Mailing Address and Bid Mailing Address), updating contact information, and managing commodity codes and services. Users can add, edit, and delete addresses, search for commodity codes using keyword searches or dropdown menus, and select codes relevant to their organization to enable bid notifications. The document emphasizes that newly created users automatically receive system-generated emails with temporary passwords, while Seller Administrators must communicate login credentials to new users. All user maintenance actions require confirmation through "Save & Exit" or similar confirmation buttons, and the system maintains audit trails with date tracking for code additions and user modifications.
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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 .