successful cca registration (manufacturing/automotive)

S uc c es s ful C C A R egis tration (Manufac turing/A utomotive)

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Table Of Contents R egis tration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Should I Register as a New User, Division, or Organization? ..................................................... 1Scenario A .................................................................................................................................... 2Scenario B .................................................................................................................................... 5Scenario C ................................................................................................................................... 8Scenario D ................................................................................................................................. 11Scenario E .................................................................................................................................. 14Location / Partner Codes ........................................................................................................... 18

Adminis tration R oles Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19S ecurity Adminis trator J ob R es pons ibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

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R E G IS T R AT ION

Should I Register as a New User, Division, or Organization?

Use the matrix below to help determine the way in which you should register:

REQUEST TYPES IF YOU... AND YOUR... THEN COMPLETE THE STEPS IN:

ORGANIZATION ACCESS

REQUESTS

need to register your organization as a new, top-level organization in Covisint

organization is not registered in Covisint

Scenario A

are a Security Administrator, and you need to gain access to a Partner Portal for your Organization

organization is registered in Covisint

Scenario B

USER ACCESS REQUESTS

need to register as a user and obtain a Covisint ID and Password

organization is registered with Covisint, but you are not

Scenario C

need to gain access to a Partner Portal as a user

organization has access to this partner portal, and you already have an active Covisint ID

Scenario D

are a user and need to obtain access to sub-packages (applications) within a Partner Portal

Covisint ID is active, and has been approved access to the intended Partner Portal

Scenario E

Successful CCA Registration (Manufacturing/Automotive)

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Scenario A

Register a Top-Level Organization in Covisint.

1. In the URL address bar, enter https://us.register.covisint.com/start.html

The Covisint registration screen displays.

2. Select New Top Level Organization. 3. Click begin registration. The Accept Administrator Role screen is displayed. 4. Review the Security Administrator responsibilities. If you have questions regarding

accepting the role, contact the party that requested you to register your organization. 5. If you agree to accepting the responsibilities, click accept administrator role. (The role

can be delegated to another user later.) The Enter Organization Information screen displays.

If you do not agree to accept the role, click no, I do not accept. Your registration request is cancelled, and you are returned to the registration screen.

6. Enter organizational information as required, then click continue registration. The Enter User Information screen displays.

7. Enter user information as required, then click continue registration. The User Login Information screen displays.

Registration

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Field: Description... User ID Create the user identification you wish to use each time you log in

to Covisint. (The User ID must be at least 4 characters, and no more than 20 characters. If your company uses a standard convention for issuing User IDs for internal applications, you may wish to adhere to the same convention and select the same id for simplicity.)

Password Create the password you wish to use each time you log in to Covisint. (This must follow the password rules, as described on the screen)

Re-enter Password

Re-enter the password you created in the previous field. (This is done to confirm that you keyed in the password as you had intended).

Challenge Question

A Challenge Question is used as a security measure if you ever forget your password and need to reset it. You will be asked to answer this challenge question. The answer must match that which you will key into the field below, “Challenge Answer”.

Challenge Answer

The Challenge Answer is used as a security measure if you ever forget your password and need to reset it. You will be asked to provide this answer to the challenge question you created in the field above.

8. Click continue registration. The Select Service Package screen displays.


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9. Check the check box of each service package you want to request. 10. Click continue. The review request and submit screen displays. 11. Review the accuracy of the request. If satisfied, click Submit.

RESULT: You have successfully completed all steps necessary to register a new, top-level organization

• You will receive an email confirming the submission of your registration.

What Happens Next?

• The Covisint Security Administrator receives an email notification of your pending request, and will approve or reject your request.

• If approved, you will receive an email notification that your organization has been registered in Covisint, and access to the requested services has been granted. You may now use your Covisint ID and Password to log in at www.covisint.com

• If rejected, you will receive an email indicating the rejection reason.

Registration

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Scenario B

Request Access for your Organization to a Partner Portal.

1. In the URL address bar, enter www.covisint.com. The Covisint Home page displays.

2. Click Login > Manufacturing (formerly Automotive). The Manufacturing login screen displays.

3. Enter your User Name and Password. 4. Click Log In. The logged-in Covisint screen displays.

5. Click Administration Tools. The Covisint Connection and Administration screen is displayed.

6. Click My Organization. 7. Click Request a Service Package for My Organization. The Request Service Package

for Organization screen is displayed. 8. Click the Request button for the Partner Portal to which you want to request access for

your organization. 9. Review the terms and conditions (T&C) displayed. Continue registration by clicking I

agree to the terms and conditions. (If you have questions regarding the T&C’s please contact the party that requested you to register your organization).


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If these are not acceptable to you, click no, I do not agree. You are not able to continue the request for this service package.

10. Enter your P artner C odeAls o known as a S upplier C ode, this c ode is as s oc iated

with a us er's grant to the parent portal pac kage (i.e. F ord S upplier P ortal). P ortal owners may us e s lightly different terms (i.e. home loc ation c ode, s upplier c ode, etc .). T his code des ignates the us er's primary offic e loc ation. S ome applic ations refer to the s pec ific codes as s oc iated with the us er's grant to that applic ation to determine what items the us er c an view. for the location code from which you are registering.

Additional Details About Codes:

L earn more about c odes ...

single CCA organization tree cannot have more than one parent location code assigned by a single parent company.

If, for some reason, multiple parent codes have been assigned to your Company by a Covisint-integrated partner, this will constrain the possible CCA administrative models you can use at Covisint. Specific logic is in place to prevent a single organization from relating to more than one parent location code at a single organization. (It is fine that one organization will assign your company one code, and another organization will assign another code; the problem occurs if an organization assigns your Company two parent codes, for example. The best way to avoid this situation is to ensure that there is only one parent code for your organization. If this cannot be avoided, users that require different codes must be put into separate CCA organizations, not part of the same CCA hierarchy, which then requires unique login IDs per code.

11. If applicable, review the terms and conditions for the requested service. Continue registration by clicking I agree to the terms and conditions. (If you have questions regarding the T&C’s please contact the party that requested you to register your organization).


RESULT: You have successfully completed all steps necessary to request access for your Organization to a Partner Portal.

Registration

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What Happens Next?

• You will receive an email confirming the submission of your access request. • The Partner Portal Security Administrator receives an email notification of your pending

request, and will approve or reject your request. • If approved, you will receive an email notification that access to the requested service

package has been granted. You may now use your Covisint ID and Password to log in to that partner portal. (Click Trading Partners link after logging in at www.covisint.com)



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Scenario C

Register for a User ID when your Organization is already registered in Covisint.

1. In the URL address bar, enter https://us.register.covisint.com/start.html The Covisint registration screen displays.

2. Select New User. 3. Click begin registration. The Find Organization screen displays. 4. Enter your organization name, or partial name, in the text box. 5. Click search. The Find Organization Search Results screen displays.

Registration

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The icon indicates the hierarchy location of the organization (whether it is the top-level parent or child organization. Hover your cursor over the icon for more information.

If you cannot locate your organization in the search results, you can:

• Conduct a new search. • Register a new organization.

6. Select the radio button of the organization to which you belong and wish to register. 7. Click continue registration. The Enter User Information screen is displayed. 8. Enter user information as required, then click continue registration. The User Login

Information screen is displayed.

Field: Description... User ID Create the user identification you wish to use each time you log in to

Covisint. (The User ID must be at least 4 characters, and no more than 20 characters. If your company uses a standard convention for issuing User IDs for internal applications, you may wish to adhere to the same convention and select the same id for simplicity.)

Password Create the password you wish to use each time you log in to Covisint. (This must follow the password rules, as described on the screen

Re-enter Password

Re-enter the password you created in the previous field. (This is done to confirm that you keyed in the password as you had intended).

Challenge Question

A Challenge Question is used as a security measure if you ever forget your password and need to reset it. You will be asked to answer this challenge question. The answer must match that which you will key into the field below, “Challenge Answer”.

Challenge Answer

The Challenge Answer is used as a security measure if you ever forget your password and need to reset it. You will be asked to provide this answer to the challenge question you created in the field above.

9. Click continue registration. The Select Service Package screen is displayed. 10. Select the check box of each service package you wish to request. 11. Click continue. The Review Request and Submit screen is displayed. 12. Review the accuracy of the request. If satisfied, click Submit.

RESULT: You have successfully completed all steps necessary to register as a new user.

• You will receive an email confirming the submission of your registration request.

What Happens Next?


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• Your Organization Security Administrator receives an email notification of your pending request, and will approve or reject your request.

• If approved, you will receive an email notification that you have been registered in Covisint, and access to the requested services has been granted. You may now use your Covisint ID and Password to log in at www.covisint.com


Registration

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Scenario D

Request Access to a Partner Portal (when you already have a Covisint ID and Password).

1. In the URL address bar, enter www.covisint.com. The Covisint Login screen displays.

2. Click Login > Manufacturing (formerly Automotive). The Manufacturing login screen displays.

3. Enter your User Name and Password. 4. Click Log In. The logged-in Covisint screen displays.

5. Click Administration Tools. The Covisint Connection and Administration screen displays.


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6. Click Request a service package. The Request Service Package screen displays.

7. Click Request next to the Partner Portal that you wish to access. The Review Package Details screen displays. The review screen displays a list of all services that are included as part of the service package that you are requesting. If approved for the service package, you will automatically be approved for the services listed.

8. Complete the request reason field by entering additional details that may assist the approving administrator in issuing a decision for your request.

9. Click Continue. If applicable, the Enter Site C odeAls o known as a S upplier C ode, this code is as s oc iated with a us er's grant to the parent portal pac kage (i.e. F ord S upplier P ortal). P ortal owners may us e s lightly different terms (i.e. home loc ation code, s upplier code, etc .). T his c ode des ignates the us er's primary offic e loc ation. S ome applications refer to the s pec ific c odes as s oc iated with the us er's grant to that application to determine what items the us er c an view.

10. Enable the radio button of the location code from which you are registering. screen displays.

11. Click Continue. In some cases, the Terms and Agreement screen displays. 12. Review the terms and agreement screen. If these are acceptable to you, click Yes, I

agree.

Registration

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RESULT: You have successfully completed all steps necessary to request access to the Partner Portal.

• You will receive an email confirming the submission of your access request.

What Happens Next?

• The Supplier Portal Security Administrator receives an email notification of your pending request, and will approve or reject your request.

• If approved, you will receive an email notification that access to the requested service package has been granted. You may now use your Covisint ID and Password to log in to that supplier portal. (Click Trading Partners link after logging in at www.covisint.com)



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Scenario E

Request Access to a Sub-Package within a partner Portal (when you already have a Covisint ID and Password).

You must first be approved for access to a Partner Portal, as described in Scenario C - New User Access, before you can request access to a sub-package within that portal..

1. In the URL address bar, enter www.covisint.com. The Covisint Login screen is

displayed.

2. Click Login > Manufacturing (formerly Automotive). The Manufacturing login screen

displays. 3. Enter your User Name and Password. 4. Click Log In. The logged-in Covisint screen displays.

5. Click Administration Tools. The Covisint Connection and Administration screen displays.

Registration

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6. Click Request a service package. The Request Service Package screen displays.

7. Click request sub-package (application package). The Request Sub-Package screen displays.


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8. Select the check box of each service package you wish to request. 9. Complete the request reason field by entering any additional details that may assist the

approving administrator in issuing a decision for your request. 10. Click Continue. If applicable, the Select S ite C odeAls o known as a S upplier C ode,

this code is as s oc iated with a us er's grant to the parent portal pac kage (i.e. F ord S upplier P ortal). P ortal owners may us e s lightly different terms (i.e. home loc ation code, s upplier code, etc .). T his c ode des ignates the us er's primary offic e loc ation. S ome applications refer to the s pec ific c odes as s oc iated with the us er's grant to that application to determine what items the us er c an view.

screen displays.

11. If applicable, select the check box of the s ite c odeAls o known as a S upplier C ode, this code is as s oc iated with a us er's grant to the parent portal pac kage (i.e. F ord S upplier P ortal). P ortal owners may us e s lightly different terms (i.e. home loc ation code, s upplier code, etc .). T his c ode des ignates the us er's primary offic e loc ation. S ome applications refer to the s pec ific c odes as s oc iated with the us er's grant to that application to determine what items the us er c an view. from which you are registering. Als o known as a S upplier C ode, this c ode is as s oc iated with a us er's grant to the parent portal pac kage (i.e. F ord S upplier P ortal). P ortal owners may us e s lightly different terms (i.e. home loc ation c ode, s upplier c ode, etc .). T his code des ignates the us er's primary offic e loc ation. S ome applic ations refer to the s pec ific codes as s oc iated with the us er's grant to that applic ation to determine what items the us er can view.

Additional Details About Codes:

L earn more about c odes ...

A single CCA organization tree cannot have more than one parent location code

Registration

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assigned by a single parent company.


12. If applicable, click Continue.

RESULT: You have successfully completed all steps necessary to request application sub-packages for a Partner Portal

• You will receive an email confirming the submission of your access request.

What Happens Next?

• The Supplier Portal Security Administrator receives an email notification of your pending request, and will approve or reject your request.

• If approved, you will receive an email notification that access to the requested service sub-package has been granted. You may now use your Covisint ID and Password to log in to that supplier portal. (Click Trading Partners link after logging in at www.covisint.com)



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Location / Partner Codes

Location code, also known as a Supplier Code, is a code associated with a user's grant to the parent portal package (i.e. Ford Supplier Portal). Portal owners may use slightly different terms (i.e. home location code, supplier code, etc.). This code designates the user's primary office location. Some applications refer to the specific codes associated with the user's grant to that application to determine what items the user can view. A single CCA organization tree cannot have more than one parent location code assigned by a single parent company.


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ADMINIS T R AT ION R OL E S MAT R IX The following table indicates the actions that can be performed by the various security roles. An "X" indicates the role can perform the action.

Action Service Admin

Security Admin

Division Admin

Approve or reject division's service package requests

X X -

Approve or reject new user registration requests - X X Approve or reject organization service requests - X - Approve or reject site codes for divisions of your organization

- X -

Approve or reject users service package requests X X X Audit user grants X X X Audit users in community (quarterly and annually) - X X Change own email preferences X X X Change own password X X X Create a division in your organization - X - Create a user account - X X Edit organization and division profiles - X X Edit others' profiles - X X Edit own profile X X X Generate a service summary report - X X Generate a user summary by organization report X X X Generate a users grants per service package report

X X X

Generate security administrator reports X X X Grant a service package to a division in your organization

- X X

Grant a service package to a user X X X Invite users to register - X X Modify user roles - X X Move a user - X X Remove a service package from a division in your organization

- X -

Remove a service package from a user X X X Request a service package for your organization X X X Request a service package for self X X X Reset others' passwords - X X Search and view details for divisions in your X X -


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organization Search for users in your organization X X X Specify own password - X X Specify others' passwords - X X Suspend a division in your organization - X - Suspend a user account - X X

Division Admin tasks are limited to any divisions at or lower in the hierarchy within the parent organization.

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S E C UR IT Y ADMINIS T R ATOR J OB R E S P ONS IB IL IT IE S The Security Administrator is responsible for the establishment and management of your organization, and serves as the main point of contact for your organization. The following responsibilities can be used as guidelines for selecting a CCA Administrator. A SECURITY ADMINISTRATOR IS RESPONSIBLE FOR:

• Approving division service requests • Approving division site codeAls o known as a P rac tic e C ode, this c ode is

as s oc iated with a us er's grant to the parent portal pac kage. P ortal owners may us e s lightly different terms (i.e. home loc ation c ode, divis ion c ode, etc .). T his code des ignates the us er's primary offic e loc ation. S ome applic ations refer to the s pec ific codes as s oc iated with the us er's grant to that applic ation to determine what items the us er can view.

• Approving new divisions (administrative levels) in the organization requests

• Approving new users in the organization • Approving user site code requests • Approving user service requests • Denying password resets to those who cannot properly validate their identity • Editing the organization profile • Editing user home site code • Editing user profile • Filtering invalid requests

successful cca registration (manufacturing/automotive)

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