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Adding New Web Purchasers to Your Account

Account superusers can create new web purchasers for their account through two methods, Single User Set-up or Bulk Import. Superusers are account admins that have access to all features and can assign/delegate features to new or existing subuser accounts.

Single User Set-Up

To add a new web purchaser, follow these steps:

  1. Click on the “Add New User” button located on your User Management page
  2. Enter the web purchaser’s Contact information
  3. Set the web purchasers’ Preferences & Settings (optional)
  4. Assign the business accounts they can use for purchases tracking order status (restricted to the accounts you have access to)
  5. Assign them subordinate superuser/Admin access
    • This will allow them to add and manage their own team members
    • You will retain the ability to view and manage their subusers
  6. Determine if users should have access to sales quotes created by our Sales team for your business accounts (learn more about Managing Quotes)
  7. Set if they must use Funds when making purchases (applicable only if you have previously set up Fund Tracking for your account)
  8. Set web payment method restrictions if you want to limit purchases to credit card or purchase order.
Add New User page on Fisher Scientific's website with steps for entering contact information and account preferences. Current step includes fields for user details and buttons for canceling or proceeding.
Add New User page on Fisher Scientific's website, showing account preferences and settings. Includes sections for business account, permissions, and payment method restrictions. Buttons for navigating steps.

Bulk User Import

If you are setting up a new account for your institution and/or location, use our Bulk Import tool to upload an Excel file and quickly create web purchaser accounts.

  1. Click the “Bulk Import” button on your User Management dashboard.
  2. On the Bulk Upload page, select “Download Template” to download the bulk import Excel template.
  3. Update the Bulk Upload Excel file according to the instructions in the 'Instructions' tab. After updating, upload the file by clicking the 'Choose File' button, and then click the 'Send Activation Emails' button.
  4. After upload, your request will be processed, and you will receive a confirmation message with the following details:
    • The total number of records processed.
    • A summary of any processing errors, if applicable, along with an Excel Error report That lists the issues by row and provides instructions on how to resolve them.
Screenshot of the 'Add New Users - Bulk Upload' page on Fisher Scientific's website. The page provides instructions for bulk uploading user contact information. It includes two main steps: 1. Download the template and enter contact information into the document for bulk upload (Excel), with a button labeled 'Download Template'. 2. Upload the bulk upload template file (.xlsx or .xls format), with a button labeled 'Choose File' and a placeholder indicating no file chosen. At the bottom, there are two buttons labeled 'Cancel' and 'Send Activation Emails' (disabled). The page header includes navigation links such as 'Home', 'My Profile', and 'Add New Users - Bulk Upload'.
Spreadsheet showing a table for bulk user upload with columns for RN, First Name (required), Last Name (required), Username (required), Email (required), Phone (required), and Account Number (optional - add up to 3 per user separated by ';'). The table includes five rows with sample data

Web Purchaser Account Activation

Subusers must follow specific steps to activate their new Fisher Scientific web user profile. Subusers are assigned and managed by the Superuser or web admin account. The superuser or web admin will be able to track the web user activation status in the User Management Dashboard.

  • After adding a new subuser, whether through single set-up or bulk upload, each subuser will receive and must respond to an account activation invite email in order to set their account security information. For security purposes, account activation email expires after 10 days.
  • If a subuser responds to an expired invite, they will receive a message that the invitation expired with an option to request and automatically receive a new activation email. 
  • Within the User Management Dashboard, you can view subusers with expired invitations and resend them by opening the User Administration menu represented by the “…” icon.
Screenshot of the 'User Admin' page on Fisher Scientific's website. The top section displays user information with a profile picture, welcome message to Demo Superuser, and options to edit job role. Quick links include 'Account Dashboard', 'Add New Shipping Address', and 'Catalog Rules'.Below, tabs for 'Contact Information', 'Address Book', 'Login Information', 'Areas of Interest', 'Preferences & Privileges', 'Payment Methods', and 'User Admin' are displayed. The main content focuses on managing users with options to manage users, manage groups, and reporting structure. A button labeled '+ Add New User' is present. The 'Manage Users' section includes a table with columns for username, name, accounts, reporting to, groups, modified date, last login, and status. Example users include 'subuser.twenty', 'subuser.nineteen', and 'subuser.eighteen' with respective details. Statuses include 'Active' and 'Invite Expired', with options to resend activation email or delete user.

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