Tech Data EC.Admin Functionality Enhancements December 2001 Release

1. www.techdata.com EC Admin Functionality Enhancements December 2001 Release

2. Foreword Please review this presentation to learn how Tech Data has enhanced the functionality of the EC Admin Tools. We are confident that your interaction with our Web site will be easier, more secure and more tailored to your business and professional needs.Should you have questions, contact our EC Help Desk at ecsupport@techdata.com or call EC Support at 800-222-7926.

3. Table of Contents • New features………………………………………………. 5 • Advantages………………………………………………...6 • EC User Types…………………………………….……….8 • Look-and-feel……………………………………………..13 • How to use the functionality…………………….……..16

4. EC Admin Summary • You can directly update the following information in realtime at www.techdata.com • Personal profile information • Account information • Shipping addresses • You can now add, maintain and delete EC User Accounts without depending on the EC Help Desk

5. New Features • Master User and Admin User roles can now perform the following user maintenance: • Delete Non-EC users from the system view • Remove the EC access rights from users, who will thereafter have Non-EC access rights

6. Advantages Changes you make to your account take place immediately. You gain independence and control over managing your account information. It’s easy and safe to assign and manage access rights for each user or for a group of users. You can add, maintain, and delete users without delay and with confidence anytime you want. The system provides greater account security and more flexibility.

7. What does EC User Administration mean? • You can now provide access to www.techdata.com and TDonline to individuals within your organization • You can decide which access rights you want to assign to which employees • Admin rights (add, edit and delete EC User Accounts, maintain passwords, etc.) • Catalog view rights only (create and save quotes) • Purchasing rights (create purchase orders) • Track order status (order inquiry) • You can make changes to the EC User Accounts and easily maintain their access rights

8. EC User Types Administration of users, account info and passwords. View and order from catalog Master User Contact Type M Same rights as Master User except cannot edit or delete Admin Users Admin User Contact Type A Generic ID and password Group ID Account User Update personal Info and password; view and order from catalog Contact Type C Contact Type C View catalog and update personal info Group View User Contact Type P

9. Master User • Signs the EC Account Agreement or is the oldest active Master User record in our files • Only one Master User per account • Rights • Add, edit, remove and delete • Admin Users • Account Users • Group IDs • Change their own passwords, as well as those for Admin, Account Users and Group IDs • Change EC Account information • Purchase products • Update personal profile information • View catalog

10. Admin Users • Maintain your company’s EC Account Information and User Accounts • You can have one or more Admin Users • Rights • Identical to the Master User, EXCEPT • Cannot remove or edit another Admin User • Cannot change another Admin User’s password

11. Account Users • Function as purchasing agents • You can have one or more Account Users • Rights • Purchase products • Update personal profile information and personal password • View catalog

12. Group ID/Group View Users • Group ID is a generic ID & password that can be circulated within your company and shared by multiple users • When first-time users log in with the generic Group ID and password, they are requested to convert themselves into Group View Users • Group View Users • View but do not purchase • Have unique IDs but share the same password • Can only be created by logging in with the generic Group ID and password • Rights • Update personal profile information • View catalog

13. EC Admin Look-and-feel Screen Bar View Bar Form and List Applets • Top: the Screen Bar drives the Views on the View Bar • Left: the View Bar drives the Form and List Applets

14. Where to find the EC Admin site You can click on the ECAdmin link here

15. You can also find it here Click the EC Admin link under “Quick Links” You can find a detailed description of the new functionality in this section

16. How to use the functionality This is yourEC Admin Home/ Welcome Screen This is where you update your Account Information This is where you update your Personal Information This is where you do your EC User Account Administration This is where you Change Your Password

17. Updating Account Profile information Select Account Profile from the Screen Bar Click Edit to update your account information

18. Sold To and Bill To Addresses SOLD TO ADDRESS andBILL TO ADDRESS are“view-only” fields. To update them, you must send a letter to Tech Data’s Credit Department

19. Updating Ship To Addresses Select Account Profile from the Screen Bar Update Ship To Addresses here New Edit Delete

20. Updating Personal Profile information Select Personal Profile from the Screen Bar. Click Edit to update your Personal Profile information.

21. Administering EC User Accounts Select User Administration from the Screen Bar. You can select from a variety of Views displayed on the View Bar, depending on the EC User Group you want to maintain.

22. Converting Non-EC Users to EC Users Click Non EC Usersfrom the View Bar. Select the desired User from the List Applet and click on Make Account User arrow to convert into an Account User. Select the desired User from the List Applet and click on the Make Admin Userarrow to convert into an Admin User. If the User you are looking for does not appear on this list (remember to scroll all the way down first), you can create a new user by clicking on the “New” button under the “Admin User”, “Account User”, or “Group View User” Views

23. Deleting Non-EC Users from System Access Delete this user from system access by clicking on the Delete ‘x’.

24. Determining User Type for existing EC Users Click EC Users from the View Bar. You can determine the User Type of each EC User by looking at the “Contact Type” column. • M = Master User • A = Admin User • C = Account User/Group ID • P = Group View User

25. Changing rights for existing EC Users Select the desired User Type from the View Bar. Click on the Edit or Make Non-EC icons to change User rights. Click on New to create a new Admin User who does not appear in the “Non EC Users” list.

26. Creating a Group ID Select the Account Users/Group IDsView from the View Bar. Click on New to create a new Group ID.

27. Creating a Group ID (cont’d) Fill out the required fields. Check the Group Id checkbox.

28. Obtaining the Group ID and Password Once the Group ID and password are created, you need to make a note of them so you can distribute them to the group members.

29. Logging in for the first time with the Group ID Click on the User Administration link. When Group View Users log in for the first time with the generic Group ID and password, they must click on the EC Admin link on the Home Page of www.techdata.com. That will take them to this welcome screen.

30. Converting yourself to a Group View User Find your name on this list and click on the “Make Group View User” arrow.

31. Note your new ID and Password Be sure to note your unique Group View User ID and generic password. You will need these the next time you log on to www.techdata.com.

32. Changing your Password Click on Password on the Screen Bar