When you, a Primary Contact, Company Administrator and User Administrator, assign the "Company Admin" user role, it provides the new user with the ability to submit Somos requests and manage other users on the Somos® Portal Website (portal.somos.com). The "Company Admin" user role may be created by selecting the "Company Admin" option from the User Role drop down menu list in Step 2 of this request.
To add specific Resp Org ID permissions, select the Resp Org ID(s) in the in the "Available Companies" selection box and use the "To Right" button to move the specific request to the "Assigned Companies" box. To remove specific Resp Org IDs, select the Resp Org ID in the "Assigned Companies" box and use the "To Left" button to move it to the "Available Companies" box. To add or remove all Resp Org IDs, select the "All to Left" or "All to Right" buttons. Please Note: Additional permissions of "Special Approver" and "User Admin" are disabled for Company Admins because the user has already granted these permissions by selecting the "Company Admin" role.
Please Note: By creating a user as with a Company Admin role, they will automatically receive permissions to submit the Resp Org Change (ROC) Help Desk Intervention (HDI) request (i.e. a Special Approver). However, the Company Admin role does not automatically grant them access to the ROC System. As of November 6, 2022, the ROC System has successfully migrated into the TFNRegistry™ (tfnregistry.somos.com) and there are no longer roles called "ROC Admin and ROC User" (also known as ROC permissions). To add the user's ROC permissions, please also submit a "Special Request" which is available in the "Submit Requests" section. Once the request has been displayed, please provide the following in the request's description:
- User's First and Last Name: [Jane Doe]
- User's Login ID: [ZATSTXXX]
- Environment: [Sandbox and/or Production TFNRegistry]
- Action: Add ROC System Access
- Required statement: I am aware that by submitting this Special Request, it will grant the ROC System access for this user and it will not add a User Profile(s) with Somos. If needed, I will be submitting (or I have submitted) a new or updated User Profile(s) for them.
If you need to add ROC System access from more than one user, you may attach a Comma Separated Values (CSV) file with the information listed above in one Special Request.
For more information on how to get started with the ROC System, please click here.
After the Resp Org IDs have been assigned in the "Assigned Companies" selection box, the user type can be defined for the user. The "Web User Only" User Type is the default permission which provides access to the Somos Portal Website only. By selecting this option, your company will not be billed for the creation of the new user. If the user requires application access, please change the User Type from "Web User Only" to "Billable" by unchecking the "Web User Only" option and the new user will be changed to user with billable permissions. Creating a user with this type of access will render a charge on your next invoice.
Note: Creating a user with a Billable type of access will render a charge on your next invoice. Please acknowledge that "I understand that an additional tariff fee will be applied for the creation or the reactivation of each Login ID" by placing a check box in the box to the left of this field on Step 2 (Website Permissions) of the User Profile. This acknowledgement is mandatory for a new or a reactivation of a User Profile if the “Billable” checkbox has been selected. If this option is left unchecked, then no Billable changes are applied to the User Profile.
Once the permission options have been selected, select the "Submit" or "Continue" button located at the bottom of the page. The "Submit" button will be available when the "Web User Only" option is selected. When selecting the "Submit" button, a window alert will appear offering the ability to configure the notification profile for the new user. When the "Billable" option is selected, the "Continue" button will be available. Selecting the "Continue" button will allow you to proceed to Step 3 of this request, "Application Access".