User Administration gives designated administrators the ability to manage website users within their Steiner Electric account. This tool allows administrators to view, add, edit, or deactivate users, assign permission levels, and set up order approval workflows—helping you maintain control over how your team accesses and uses your account.

How to enable User Administration access: To assign an administrator, contact your Steiner sales associate and request administrator permissions for the appropriate employee(s) at your company. Multiple employees can be granted admin access if needed. With User Administration, you can:

• View, add, edit, or deactivate website users tied to your account
• Set individual permission levels based on roles or responsibilities
• Assign approvers to users who require order approval before purchasing

Follow the steps below to begin managing users through the User Administration tool.

1. Access User Administration

• After logging into the website, the 'My Account' quick menu can be accessed by hovering over the ‘Person’ icon in the header. Click the 'User Administration’ link from the menu. 
• Alternatively, you can access User Administration by clicking the ‘User Administration’ link in the lefthand navigation of the ‘My Account’ page.
  
  

2. Edit a User to Update User Information and Permissions

• On the 'User Administration' page, search for an existing user or click the 'Username' link next to an individual to update information or manage permissions for that user.
• On the 'User Setup' page that renders, the administrator can:
• Activate or Deactivate a user by checking or unchecking the 'Active' box.
• Assign User Roles: Administrator, Buyer3, Buyer2, or Buyer1. See below for User Role definitions.
• You may also click the 'Information' icon to view User Role definitions.
• Assign an Approver to the user if the User Role is a Buyer1 (or a Buyer2 that requires approval for purchases).
• Buyer 1 can add items to a cart but receives a message during checkout that their order has been sent for approval.
• The assigned Approver will access the order to complete the checkout process for Buyer 1.
• Select 'Yes' or 'No' in the Financial Access dropdown menu to allow or restrict access to financials
• Note: Selecting 'No' will prevent the user from seeing credit information such as balance, credit line, and payments. (The user will still be able to view My Orders.)
• Assign / Edit Ship-To(s).
• To complete updating a user, check the 'Terms & Conditions' box and click the 'Save Changes' button to submit the update.  You will then receive a message that the user has been successfully updated.
• Click the 'Return to User Administration' link to continue updating other users.
  
  

3. Create a New User

• Click the 'Create New User' link at the top of the 'User Administration' page.
• On the User Setup page:
• Fill in all required information including Email (Username), First and Last Name.
• Check the 'Send Activation Email' box if you want to authorize the user to access your account on the Steiner Website.
• Assign a User Role. Click the informational icon to view User Role definitions.
• Assign an Approver if the User requires purchasing approval. See above definitions of User Roles.
• Choose 'Yes' or 'No' from the 'Financial Access' dropdown menu.
• Note: Selecting 'No' will prevent the user from seeing credit information such as balance, credit line, and payments. (The user will still be able to view My Orders.)
• Check the 'Terms & Conditions' box.
• Click the 'Create User' button to complete creating the user. 
• You will receive a message confirming the new user has been successfully added and the new user will receive an activation email requesting them to set up their password.