LBB User Profile Guide~2.pdf

PDF 350 KB Posted

Attached to
Cost of Service
Solicitation number
UD-26-345
Issued by
California

About this file

This document is a user and profile maintenance guide for Long Beach Buys, the City of Long Beach's procurement portal powered by Periscope. The guide provides comprehensive instructions for Seller Administrators responsible for managing vendor accounts and access to the bidding platform. Key administrative functions covered include adding new users to accounts, maintaining existing user profiles, managing organizational addresses, and updating commodity codes and services that trigger bid notifications. The guide outlines the role-based access structure, which includes Seller roles (allowing access to bids, purchase orders, and electronic quote submission) and Seller Administrator roles (permitting overall account management). Users are created with temporary system-generated passwords that must be provided to new staff members by the administrator who establishes their login credentials.

The maintenance procedures detailed include deactivating user accounts, resetting passwords, modifying user roles and permissions, editing existing mailing addresses, and adding new addresses with various types such as general mailing addresses and bid mailing addresses. The commodity codes section allows vendors to add NIGP classification codes to their profiles to receive notifications for relevant procurement opportunities. All changes made within the system require clicking "Save & Exit" to implement modifications, with additional options to save and continue editing or cancel changes. The guide includes visual screenshots of the actual interface screens to guide administrators through each step of the account management process.

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Other files

File Type Posted
Doing Business with the City Webinar~4.pdf PDF
RFP UD-26-235 Cost of Service.pdf PDF
LBB Bid Solicitation Guide~13.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 .