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General Information

What is a Network in Adeptia Connect?

A Network is a group of Partners. Companies can create multiple Networks based on partner types.

What are the predefined Networks bundled with Adeptia Connect?

Predefined Networks include Internal, Customers, Suppliers, and Vendors.

What are the main actions you can perform with Networks?

You can add, edit, delete, and grant access to Networks.

Adding a Network

How do you add a new Network?

Go to Partners > Networks > ADD Network. Provide a unique name, check "Publish as link," and click Add.

What does 'Publish as link' mean when adding a Network?

It creates the Network as a menu option in the Partners tab for separate management.

Editing a Network

How can you edit the name of an existing Network?

Navigate to Partners > Networks, click the edit icon, update the name, and click Save.

Deleting a Network

What steps are necessary before deleting a Network?

Delete all its Partners or move them to another Network.

How do you delete a Network?

Go to Partners > Networks, click the delete icon for the Network, and confirm.

Granting Access

What does 'granting access' to a Network mean?

It allows partners in one Network to view partners from other Networks where access is granted.

How do you grant access to a Network?

Navigate to Partners > Networks, click "More" > Grant Access, and select the target Network.

Viewing Constituents

How can you view the Partners of a Network?

Go to Partners > Networks, click the view icon, or click the Partner Count column.

How do you view Transactions associated with a Network?

Navigate to Partners > Networks, click the view icon and select View Transactions.

How do you view Templates linked to a Network?

Go to Partners > Networks, click the view icon and select View Templates or Template Count.

Managing Parameters

What is a parameterized Network?

A Network with configured parameters for use, such as folder names for Partner files.

What are the input parameter types available?

Options include Text Field, Password, Combo, Date, Email, URL, Number, and Decimal Number.

How do you add a parameter to a Network?

Go to Partners > Networks > Manage Parameters > Add Parameter. Provide details and Save.

Can parameter values be unique across Partners?

Yes, by selecting the Unique checkbox during parameter creation.

How do you edit a parameter of a Network?

In Manage Parameters, click the edit icon, modify details, and Save.

Are there limitations to changing parameter types?

Parameters cannot be changed from 'Text Field to Combo' or 'Password to Combo' if in use.

How do you make a parameter mandatory?

Use the Mandatory button in parameter details. Default values are required for mandatory parameters.

Functional Use Cases

What is the significance of using Templates in Networks?

Templates enable standardized workflows for transactions and partner interactions.

How can you ensure partners do not reuse parameter values?

Mark the parameter as Unique during setup.

What happens if a pattern is invalid while setting parameters?

An alert is displayed; you can test it in the Test Pattern field.

Can you reorder parameters within a Network?

Yes, by using the up and down arrows in Manage Parameters.

Troubleshooting

What should you do if parameters are used by Partners but need editing?

Modify permissible fields but respect restrictions on type changes.

What’s the best way to manage Partners before deleting a Network?

Move them to another Network or delete them completely.

Why might a mandatory parameter need a default value?

To avoid disruptions if it becomes mandatory after Partner creation.

Advanced Topics

What role does the Tooltip field play in parameters?

It provides a message or example value for guidance during parameter entry.

How can you validate parameter patterns effectively?

Use the Test Pattern feature to ensure alignment with expected input.

What is the importance of default values in Network parameters?

They streamline Partner addition by pre-filling commonly used values.

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Adding Partners

What is a Partner in Adeptia Connect?

A Partner is an entity with whom a company exchanges data, such as a Customer, Supplier, or Vendor.

How do you add a Partner?

Navigate to Partners > Partners > Add Partner, provide details, select the transaction management type, and click Add.

Can a Partner belong to multiple Networks?

Yes, a Partner can be added to multiple Networks.

What details are required to add a Partner?

Partner Name, Network, and optionally EDI and SecureBridge Agent settings.

How do you configure EDI settings while adding a Partner?

Select Configure EDI Settings and provide Partner ID, Host ID, and other parameters.

How can you associate an Agent with a Partner?

Select Configure SecureBridge Agent Settings and provide the Agent ID.

Partner Management

How do you view the details of a Partner?

Go to Partners > Partners, click the Partner name or View option to see details.

How do you edit Partner details?

Deactivate the Partner first, then go to Partners > Partners > Edit, make changes, and click Save.

Can you edit configured parameters for a Partner without deactivating them?

Yes, parameter values can be edited without deactivating the Partner.

How do you deactivate a Partner?

Go to Partners > Partners, click the deactivate icon, and confirm to restrict access.

How do you reactivate a Partner?

Click the activate icon in Partners > Partners for a deactivated Partner.

How do you delete a Partner?

Deactivate the Partner first, then go to Partners > Partners > Delete, and confirm.

Partner Parameters

What are the parameters for Partners?

Parameters define configurable settings for Partners in Parameterized Networks.

How do you configure parameters for a Partner?

Click to configure parameters, provide values, and save.

What are grouped parameters?

Parameters are organized under a group name for better management.

Can parameters have default values?

Yes, default values can be defined while configuring parameters for Partners.

Bulk Management

How do you add Partners in bulk?

Use the Import Partner feature with a CSV file containing Partner details.

Where can you find a sample CSV file for importing Partners?

Go to Partners > Partners > Import Partner and download the sample CSV file.

What details are required in the CSV file for EDI Partners?

Include Partner Name, Network, Email, Partner ID, Host ID, control numbers, and more.

How do you upload the CSV file for bulk Partner addition?

In Partners > Partners > Import Partner, browse and upload the CSV file, then click Import.

EDI Settings

What are the key components of EDI settings for Partners?

EDI Configuration, Inbound Global Control Numbers, and Outbound Global Control Numbers.

What is a Control Number in EDI?

A unique identifier for transmitting and receiving EDI documents.

Can Host ID be modified for EDI Partners?

Yes, it can be modified during EDI settings configuration.

What happens if there’s a translation error in EDI processing?

An email notification is sent to the specified Partner Email.

Partner Activation

How does a Partner activate their account?

The Partner receives an email, clicks Setup Account, completes the registration form, and logs in.

Can Partner's Name and Email be changed after activation?

No, these fields cannot be changed after activation.

Agent Management

How do you view details of an Agent associated with a Partner?

Click on Agent Details from the Partner menu to open the Agent Management Portal.

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General Information

What are the main user roles in Adeptia Connect?

Sys Admin, IT User, Business User, View Only User, Monitor, and Monitor Limited.

Can Monitor or Monitor Limited roles act as base roles?

No, they cannot be used as base roles when creating a custom role.

Sys Admin Role

What permissions does the Sys Admin have?

Complete access to Theme Settings, Partners, Transactions, Dashboard, Templates, etc.

Can Sys Admin manage Templates?

Yes, but it is recommended for IT Users to manage Templates and related entities.

IT User Role

What permissions does an IT User have?

Full access to Partners, Transactions, Dashboard, Templates, and security settings.

Can IT Users invite other users?

Yes, they can invite users and partners.

Business User Role

What permissions does a Business User have?

Full access to Partners, Transactions, and Dashboard. Limited access to Configure options.

Can a Business User create Transactions?

Yes, using Templates listed under the Transactions tab.

View Only User Role

What permissions does a View Only User have?

View-only access to Transactions, Dashboard, and Partners.

Can a View Only User invite Partners?

No, they cannot invite Partners.

Monitor Role

What permissions does the Monitor role provide?

Access to Dashboard and Developer Studio (Configure). Logs are viewable on the Dashboard.

Can Monitors invite Partners?

No, they cannot invite Partners.

Monitor Limited Role

What is unique about the Monitor Limited role?

Access only to Developer Studio and Adeptia Connect Portal; cannot invite Partners.

Partner Roles

What are the Partner roles available?

Partner IT User, Partner Business User, and Partner View Only User.

What permissions does a Partner IT User have?

Full access to manage Transactions and Dashboard; can invite other Partner users.

What permissions does a Partner Business User have?

Access to Transactions and Dashboard; cannot invite users.

Can Partner IT Users import Partner users?

Yes, they can import Partner IT Users and Partner Business Users in bulk using a CSV file.

Bulk User Import

Can users be added in bulk?

Yes, Sys Admin, IT Users, and Partner IT Users can add multiple users through bulk import.

What format is required for bulk user import?

A CSV file containing fields like Name, Role, User ID, Email ID, and Password.

Can bulk import be used with multi-mode authentication?

No, this feature does not work with multi-mode authentication enabled.

CSV File for Bulk Import

What fields are required in the CSV file for Company users?

First Name, Last Name, User ID, Email ID, Role Name, and Password.

What fields are required in the CSV file for Partner users?

First Name, Last Name, User ID, Email ID, Role Name, Password, and Partner Name.

What password policy applies for bulk-imported users?

Minimum 8 characters with one uppercase, one lowercase, one numeric, and one symbol.

Can multiple roles be assigned to a user in the CSV file?

Yes, using a comma-separated list of roles enclosed in double quotes.

Assigning Roles

Can custom roles be created in Adeptia Connect?

Yes, custom roles can be created, but Monitor and Monitor Limited cannot be base roles.

What happens when a user is assigned multiple roles?

The user sees all roles in a dropdown during login and selects one for the session.