14.0 FBO Administration (Restricted Use)

Introduction 14.1 Agency Administration 14.1.1 Maintain Agency 14.1.1.1 Editing or Deleting an Office 14.1.1.2 Creating a New Office 14.1.1.3 Creating a New Location 14.1.1.4 Editing or Deleting Location Information 14.1.2 Maintain Users 14.1.2.1 Searching for a User 14.1.2.2 Creating a New User 14.1.2.3 Editing or Deleting a User's Account

14.2 Office Administration 14.2.1 Maintain Office 14.2.2 Maintain Users 14.2.2.1 Searching for a User 14.2.2.2 Creating a New User 14.2.2.3 Editing or Deleting a User's Account 14.3 Location Administration 14.3.1 Maintain Locations 14.3.2 Maintain Users 14.3.2.1 Searching for a User 14.3.2.2 Creating a New User 14.3.2.3 Editing or Deleting a User's Account 14.4 Registration Form for Federal Users

Introduction

FedBizOpps (FBO) is designed as a hierarchical system with three levels of organization:

• Agency (e.g. General Services Administration)
• Office (e.g. Federal Supply Service)
• Location (e.g. Acquisition Management Center)

The highest organizational entity is an Agency, whereas the lowest is a Location.

Each level of organization has associated FedBizOpps User roles to handle FedBizOpps administration at that level. Administrators are responsible for editing and maintaining the Agency, Office or Location hierarchy, as well as creating, editing and maintaining user accounts. An “Agency Administrator” is responsible for establishing the Agency/Office/Location hierarchy on FedBizOpps, as well as designating Office and Location Administrators to edit and maintain their respective Offices and Locations.

Please Note: The FedBizOpps Support Team is responsible for setting up the initial Agency, Office and Location, as well as the Agency Administrator’s User account. Any subsequent Offices, Locations or User accounts are the responsibility of the Agency Administrator, or their designee.

To log into your FedBizOpps account, go to www.fedbizopps.gov.

Figure 14.1: FedBizOpps Demo Home Page

Click on "FedBizOpps Buyers".

Figure14.2: FedBizOpps Demo - Buyers

Once you click on “FedBizOpps Buyers”, the main buyer screen will appear listing your username, as well as your Agency, Office and Location information.

Figure 14.3: Main Buyer Screen

To access the Administration Module of FedBizOpps, click on “ADMIN”.

14.1 Agency Administration

Figure 14.4: Main Buyer Screen

If you have been designated as an “Agency Administrator”, you will see the following screen once you have clicked on “ADMIN”:

 

Figure 14.5: Agency Administration Menu

In order to create, edit or delete Offices or Locations within an Agency, you would click on “Maintain Agency”.

In order to create, edit or delete User Accounts within an Agency, you would click on “Maintain Users/POCs”.

Please Note:

• The FedBizOpps Support Team is responsible for setting up the initial Agency, Office and Location, as well as the Agency Administrator’s User account. Any subsequent Offices, Locations or User accounts are the responsibility of the Agency Administrator, or their designee.

• If your status as the Agency Administrator changes (extended leave, TDY, replacement), please notify the Help Desk at 877-472-3779 or fbo.support@gsa.gov, so that we can make the necessary changes to our Agency contact information.

14.1.1 Maintain Agency

Figure 14.6: Agency Administration Menu

To create, edit or delete Offices or Locations within an Agency, click on “Maintain Agency”.

Figure 14.7: Office Administration

The “Office Administration” screen lists all of the Offices that have been set up within an Agency on FedBizOpps. You can:

• Edit or delete an existing Office.
• Create a new Office.
• Create a new Location.
• Edit or delete an existing Location.

You can click on the “Back” button to return to the “Agency Administration Menu”.

14.1.1.1 Editing or Deleting an Office

Figure 14.8: Office Administration

In order to edit the Office listing, you will need to click on “Edit” next to the name of the Office.

Figure 14.9: Editing an Office Listing

The only information you can edit is the “Office Name”. To edit the Office Name, type over the name and click “Save”. If you would like to return to the “Office Administration” screen, click on the “Back” or “Cancel” buttons.

Please Note: Only alphabetic characters, parentheses, and a space between words are allowed in the "Office Name" field.

Figure 14.10: Office Administration

You can also delete an Office. In order to delete an Office, the "Delete" field next to the Office Name must be highlighted. You can only delete an Office if the Locations within that Office have not posted notices on FedBizOpps. If the "Delete" field is highlighted, then no Locations in that Office have notices posted on FedBizOpps and you can delete the Office. If the "Delete" field is not highlighted, then Locations in that Office have posted and you will not be able to delete the Office.

Please Note: If you delete an Office, all Users accounts assigned to Locations within that Office will also be deleted. You should change the Locations for all User accounts prior to deleting the Office.

Click on "Cancel" to return to the Office Administration screen, or click on "Delete" to delete the Office.

Figure 14.11: Deleting an Office Listing

You will receive a confirmation screen to verify the deletion of the Office from FedBizOpps. Click on "Cancel" to cancel deletion of the Office, or click on "Delete" to delete the Office.

14.1.1.2 Creating a New Office

Figure 14.12: Office Administration

In order to create a new Office within an Agency, you will need to click on "Create New Office".

Figure 14.13: Creating a New Office

If you would like to return to the "Office Administration" screen, click on the "Back" or "Cancel" buttons. Otherwise, enter the Office Name and Office Code. You also need to designate whether you would like your Users to be able to retrieve their passwords by email or administrator options. In the "Password Reminder" field, use the drop down box to select "Email Reminder" or "Administrator Information". The "Email Reminder" option will allow Users to use the "Forgot your password" link discussed in the "Maintain Users/POCs" section of this manual. The "Administrator Information" option will provide Users with a list of Administrators for their Agency who can assist them. Once you have filled in the fields, click on "Save".

Please Note:

• Only alphabetic characters, parentheses, and a space between words are allowed in the "Office Name" field, and only alphanumeric characters are allowed in the "Office Code" field.

• The Office Code must be unique. You cannot use the same Office Code for multiple Offices within an Agency. The system will not prompt you when duplicate codes are entered, so please be careful to note the other Office Codes within that Agency. If you use the same Office Code for multiple Offices, your postings may show up under the incorrect Agency/Office/Location designation on FedBizOpps.

Figure 14.14: Office Administration Screen

14.1.1.3 Creating a New Location

Once an Office has been setup on FedBizOpps, Locations will need to be set up in the Office in order to post notices. To create a new Location, click on "Locations".

Figure 14.15: Creating a New Location

As there are no Locations in this Office, you will need to set up a Location by clicking on "Create New Location".

Figure 14.16: New Location Form

The Agency Name, Office Name, and Office Code are generated by the system. You will need to fill in the Location Name, Location Code, Address, FBO Account Number and Password, and deploy the Location.

To deploy the location, highlight "EPS_MAIN" in the "Deployment Location(s)" field. If you do not deploy the Location, the Location will not be displayed in the Agency/Office/Location lists discussion in Section 13.1 of this manual.

The following restrictions apply to the information fields:

Location Name:	Only alphanumeric characters, parentheses, and a space between words.
Location Code:	Only alphanumeric characters with no space between them. Once information is entered in this field and saved, it cannot be changed.
Address1:	Only alphanumeric characters, punctuation marks, parentheses, and a space between words.
Address2:	Optional, only alphanumeric characters, punctuation marks, parentheses, and a space between words.
City:	Only alphabetic characters, and a space between words.
State:	Only two alphabetic characters with no space between them.
Zip:	Only numbers and dashes, and a space between them
FBO Account Number:	Only alphanumeric characters with no space between them.
FBO Password:	Alphabetic characters, punctuation marks, pound signs, and astericks with no space between them.

Please Note:

• Administrators should take extreme care to ensure that the above information is accurate. When a User posts a document to FedBizOpps, this information will be extracted from the Agency/Office/Location profile and will be displayed in the notice.
• The Location Code must be unique. You cannot use the same Location Code for multiple Locations within an Office. The system will not prompt you when duplicate codes are entered, so please be careful to note the other Location Codes within that Office. If you use the same Location Code for multiple Locations, your postings may show up under the incorrect Agency/Office/Location designation on FedBizOpps.
• The FBO Account Number and Password must be unique. The system will provide an error message if you choose information used by another Agency/Office/Location. These fields are necessary fields to accommodate Agencies that post via email and ftp.

Once you have filled in the appropriate fields, click on "Save". The new Location listing will display in the "Location Administration" screen.

Figure 14.17: New Location Listing

14.1.1.4 Editing or Deleting Location Information

Figure 14.18: Location Administration

In order to edit the Location listing, you will need to click on "Edit" next to the name of the Location.

Figure 14.19: Editing a Location Listing

You can edit:

• Location Name
• Address
• FBO Account Number/Password

The following restrictions apply to the information fields:

Location Name:	Only alphanumeric characters, parentheses, and a space between words.
Address1:	Only alphanumeric characters, punctuation marks, parentheses, and a space between words.
Address2:	Optional, only alphanumeric characters, punctuation marks, parentheses, and a space between words.
City:	Only alphabetic characters, and a space between words.
State:	Only two alphabetic characters with no space between them.
Zip:	Only numbers and dashes, and a space between them
FBO Account Number:	Only alphanumeric characters with no space between them.
FBO Password:	Alphabetic characters, punctuation marks, pound signs, and astericks with no space between them.

Please Note:

• Administrators should take extreme care to ensure that the above information is accurate. When a User posts a document to FedBizOpps, this information will be extracted from the Agency/Office/Location profile and will be displayed in the notice.

• The FBO Account Number and Password must be unique. The system will provide an error message if you choose information used by another Agency/Office/Location. These fields are necessary fields to accommodate Agencies that post via email and ftp.

To edit the Location, key the new information in the appropriate field and click "Save". If you would like to return to the "Location Administration" screen, click on the "Back" or "Cancel" buttons.

Figure 14.20: Location Administration

You can also delete a Location. In order to delete a Location, the "Delete" field next to the Location Name must be highlighted. You can only delete a Location if there are no postings for that Location on FedBizOpps. If the "Delete" field is highlighted, then there are no postings for that Location and you can delete the Location. If the "Delete" field is not highlighted, then there are postings for the Location and you will not be able to delete the Location.

Please Note: If you delete a Location, all Users accounts assigned to those Locations will also be deleted. You should change the Locations for all User accounts prior to deleting the Location.

Click on "Cancel" to return to the Location Administration screen, or click on "Delete" to delete the Location.

Figure 14.21: Deleting a Location

14.1.2 Maintain Users

You will receive a confirmation screen to verify the deletion of the Office from FedBizOpps. Click on "Cancel" to cancel deletion of the Location, or click on "Delete" to delete the Location.

Figure 14.22: Administration Menu

To Create, Edit or Delete User Accounts within an Agency, click on "Maintain Users/POCs".

Figure 14.23: User Administration

A list of Office and Locations will be displayed. You can:

· Search for a specific User.
· Create a New User.
· Edit a User's Profile.

Please Note:

• A User account is associated with one Agency/Office/Location. If the User will need to post on behalf of multiple Locations, a User account will need to be created for each Location.
• The Agency, Office and Location must be set up before Users can be assigned to a Location.

14.1.2.1 Searching for a User

To search for a specific User, enter the User's last name, first name or FedBizOpps username. Before creating a user account, we recommend that you use this capability to ensure:

• An account does not already exist for the user.
• An account with the same username does not exist.

Enter the search information and click on "Search".

Figure 14.24: FedBizOpps Account

If an account exists, the User's account information will be displayed. You can click on the "Back" button to return to the User Administration screen, or you can click on "Create New User" to create a new FedBizOpps User account.

Figure 14.25: User Administration

If you know the User's Office and Location information, you can also pull up the User's account by clicking on "Users" next to the Office and Location.

Figure14.26: List of Users

This will display a list of Users for a particular Office and Location.

14.1.2.2 Creating a New User

Figure 14.27: User Administration

To create a new User account, click on "Create New User".

Figure 14.28: New User Form

You can click on "Back" or "Cancel" to return to the User Administration screen. Otherwise, fill in the fields, select the appropriate Location from the Location dropdown box, and click on "Save".

The following restrictions apply to the information fields:

First Name:	Only alphabetic characters, punctuation marks, and a space between them.
Middle Initial:	Only one alphabetic character, a period with no space between them.
Last Name:	Only alphabetic characters, punctuation marks, and a space between them.
Title:	Only alphabetic characters and a space between words.
User Name:	Only ten (10) alphanumeric characters and no space between them.
Password:	Only eight (8) alphanumeric characters and no space between them.
Telephone:	Only numbers, parentheses, and dashes with a space between characters.
Fax:	Only numbers, parentheses, and dashes with a space between characters.
Email:	Only alphanumeric characters, a period, an "@" symbol, and no space between characters.

Please Note:

• Administrators should take extreme care to ensure that information, such as name, title, telephone number, fax number, and email address is accurate. When a User posts a document to FedBizOpps, this information will be extracted from their profile and will be displayed in the notice.

• FedBizOpps does not allow the use of duplicate "Usernames" and "Passwords". If a "Username" and "Password" already exist on the system, you must create a different "Username" and "Password" for the new User account.

• A User account is associated with one Agency/Office/Location. If the User will need to post on behalf of multiple Locations, a User account will need to be created for each Location.

Figure 14.29: New User Account Listing

Once you have entered the new User's profile information, there are still a few more steps in order to set up the account properly. You still need to assign roles and change the POC designation, if appropriate.

Without assigned roles, a User will not be able to access the FedBizOpps system.

To assign roles to the User's account, click on "Roles" next to the User's name.

Figure 14.30: User Account Roles

Please be advised that a User must have at least one "User" role, such as "EPS-EPS User", in order for the User to be able to access FedBizOpps.

Activity	Assigned Roles
Administrate an Agency	ORG-Agency Administrator ADMIN-EPS User Administrator EPS-EPS User EPS-EPS Stats Reviewer
Administrate an Office	ORG-Office Administrator ADMIN-EPS User Administrator EPS-EPS User EPS-EPS Stats Reviewer
Administrate a Location	ORG-Location Administrator ADMIN-EPS User Administrator EPS-EPS User EPS-EPS Stats Reviewer
Create, preview, save, archive, unarchive, and delete documents	EPS-EPS User
Create, preview, and save documents	EPS-EPS Document Creator
Archive and unarchive documents	EPS-EPS Document Archiver
Delete documents	EPS-EPS Document Deleter
View statistics	EPS-EPS Stats Reviewer* Using this role also requires assigning a User roles, such as "EPS-EPS User" for system access

To assign User roles, highlight a role from the "Unassigned Roles" table and click on "Add Selected Transactions".

Figure 14.31: User Account Roles

This will move the role to the "Assigned Roles" table. Continue highlighting and moving roles until you have selected and assigned the appropriate roles. If you need to remove a role, highlight the role in the "Assigned Roles" table and click on "Delete Selected Transactions". This will move the role to the "Unassigned Roles" table.

You can click on "Back" or "Cancel" to return to the User Administration screen. Otherwise, select the appropriate roles and click on "Save".

Figure 14.32: User Administration

Once you have assigned the roles, you need to designate whether or not the User will be a Point of Contact (POC). When a User is listed as a "POC", their name is added to a drop-down box of available "POCs" for Users to select when creating a synopsis at a location.

To make a User a POC, click on the link called "POC" for that "User". This operation changes the selection in the "Is POC" field from "No" to "Yes". To change the selection back to "No", simply click on the "POC" link again.

Once you have set up the User account, you will need to provide the User with their Username and Password. To prompt the system to provide the Username and Password to the User via email, go to www.fedbizopps.gov and click on "FedBizOpps Buyers".

Figure 14.33: FedBizOpps Buyers

Click on the link for "Forgot your password".

Figure 14.34: "Forgot your password" Link

Enter the User's email address and click on "Send Request".

Please Note: You must enter the User's email address as was entered in the User's profile, as the email address field is case sensitive. If you do not enter the email address in the correct case, you will receive an error message.

The system will then forward an email to the new User with their Username and Password.

14.1.2.3 Editing or Deleting a User's Account

Figure 14.35: User Administration

To edit a User's FedBizOpps account information, pull up a User's account information by:

• Entering the last name, first name, or username and clicking on "Search".
• Clicking on "Users" next to an Office and Location.

Figure 14.36: User Account

From this screen, you can:

• Assign or delete roles.
• Edit the User's profile.
• Delete a User.
• Change the POC designation.

The assigning of roles and POC designation is discussed in section 1.4.1.2.2 of this manual. To edit the User's profile, click on "Edit" next to the User's name.

Figure 14.37: User's Profile Information

An Administrator can change any information in the User's profile, including the Username and Location. A User can change their profile information by logging into FedBizOpps and clicking on "Profile", except for their Username and Location.

You can return to the "User Administration" screen by clicking on "Back" or "Cancel". Otherwise, key in the correct information and click on "Save".

Figure 14.38: User Account

A User can be deleted from the system ONLY if their POC designation is "No". If you need to delete a User, please ensure their POC designation is set to "No", then click on "Delete" next to the User's Name.

Figure 14.39: Delete Confirmation

You will receive a screen to confirm your deletion of the User. If you would like to delete the User, click on "Delete". Otherwise, click on "Cancel". The User will be deleted from the system.

14.2 Office Administration

If you have been designated as an "Office Administrator", you will see the following screen once you have clicked on "ADMIN":

Figure 14.40: Office Administration Menu

In order to create, edit or delete Locations within an Office of an Agency, you would click on "Maintain Office".

Please Note: Only an Agency Administrator can edit or delete an Office.

In order to create, edit or delete User Accounts within an Office, you would click on "Maintain Users/POCs".

14.2.1 Maintain Office

Figure 14.41: Office Administration Menu

To create, edit or delete Locations within an Office of an Agency, click on "Maintain Office".

To create a new Location, click on "Locations".

Figure 14.42: Creating a New Location

If there are no Locations in an Office, you can set up a Location by clicking on "Create New Location".

Figure 14.43: New Location Form

The Agency Name, Office Name, and Office Code are generated by the system. You will need to fill in the Location Name, Location Code, Address, FBO Account Number and Password, and deploy the Location.

To deploy the location, highlight "EPS_MAIN" in the "Deployment Location(s)" field. If you do not deploy the Location, the Location will not be displayed in the Agency/Office/Location lists discussion in Section 13.1 of this manual.

The following restrictions apply to the information fields:

Location Name:	Only alphanumeric characters, parentheses, and a space between words.
Location Code:	Only alphanumeric characters with no space between them.
Address1:	Only alphanumeric characters, punctuation marks, parentheses, and a space between words.
Address2:	Optional, only alphanumeric characters, punctuation marks, parentheses, and a space between words.
City:	Only alphabetic characters, and a space between words.
State:	Only two alphabetic characters with no space between them.
Zip:	Only numbers and dashes, and a space between them
FBO Account Number:	Only alphanumeric characters with no space between them.
FBO Password:	Alphabetic characters, punctuation marks, pound signs, and astericks with no space between them.

Please Note:

• Administrators should take extreme care to ensure that the above information is accurate. When a User posts a document to FedBizOpps, this information will be extracted from the Agency/Office/Location profile and will be displayed in the notice.

• The Location Code must be unique. You cannot use the same Location Code for multiple Locations within an Office. The system will not prompt you when duplicate codes are entered, so please be careful to note the other Location Codes within that Office. If you use the same Location Code for multiple Locations, your postings may show up under the incorrect Agency/Office/Location designation on FedBizOpps.

• The FBO Account Number and Password must be unique. The system will provide an error message if you choose information used by another Agency/Office/Location. These fields are necessary fields to accommodate Agencies that post via email and ftp.

Once you have filled in the appropriate fields, click on "Save". The new Location listing will display in the "Location Administration" screen.

Figure 14.44: New Location Listing

Figure 14.45: Location Administration

You can also edit the Location listing. To edit the Location, you will need to click on "Edit" next to the name of the Location.

Figure 14.46 Editing a Location Listing

You can edit:

• Location Name
• Address
• FBO Account Number/Password

The following restrictions apply to the information fields:

Location Name:	Only alphanumeric characters, parentheses, and a space between words.
Address1:	Only alphanumeric characters, punctuation marks, parentheses, and a space between words.
Address2:	Optional, only alphanumeric characters, punctuation marks, parentheses, and a space between words.
City:	Only alphabetic characters, and a space between words.
State:	Only two alphabetic characters with no space between them.
Zip:	Only numbers and dashes, and a space between them
FBO Account Number:	Only alphanumeric characters with no space between them.
FBO Password:	Alphabetic characters, punctuation marks, pound signs, and astericks with no space between them.

Please Note:

• Administrators should take extreme care to ensure that the above information is accurate. When a User posts a document to FedBizOpps, this information will be extracted from the Agency/Office/Location profile and will be displayed in the notice.

• The FBO Account Number and Password must be unique. The system will provide an error message if you choose information used by another Agency/Office/Location. These fields are necessary fields to accommodate Agencies that post via email and ftp.

To edit the Location, key the new information in the appropriate field and click "Save". If you would like to return to the "Location Administration" screen, click on the "Back" or "Cancel" buttons.

Figure 14.47: Location Administration

You can also delete a Location. In order to delete a Location, the "Delete" field next to the Location Name must be highlighted. You can only delete a Location if there are no postings for that Location on FedBizOpps. If the "Delete" field is highlighted, then there are no postings for that Location and you can delete the Location. If the "Delete" field is not highlighted, then there are postings for the Location and you will not be able to delete the Location.

Please Note: If you delete a Location, all Users accounts assigned to those Locations will also be deleted. You should change the Locations for all User accounts prior to deleting the Location.

Click on "Cancel" to return to the Location Administration screen, or click on "Delete" to delete the Location.

Figure 14.48: Deleting a Location

You will receive a confirmation screen to verify the deletion of the Office from FedBizOpps. Click on "Cancel" to cancel deletion of the Location, or click on "Delete" to delete the Location.

14.2.2 Maintain Users

Figure 14.49: Admin Menu

To Create, Edit or Delete User Accounts within an Office, click on "Maintain Users/POCs".

Figure 14.50: User Administration

A list of Locations will be displayed. You can:

• Search for a specific User.
• Create a New User.
• Edit a User's Profile.

Please Note:

• A User account is associated with one Agency/Office/Location. If the User will need to post on behalf of multiple Locations, a User account will need to be created for each Location.
• The Agency, Office and Location must be set up before Users can be assigned to a Location.

14.2.2.1 Searching for a User

To search for a specific User, enter the User's last name, first name or FedBizOpps username. Before creating a user account, we recommend that you use this capability to ensure:

• An account does not already exist for the user.
• An account with the same username does not exist.

Enter the search information and click on "Search".

Figure 14.51: FedBizOpps Account

If an account exists, the User's account information will be displayed. You can click on the "Back" button to return to the User Administration screen, or you can click on "Create New User" to create a new FedBizOpps User account.

Figure 14.52: User Administration

If you know the User's Location information, you can also pull up the User's account by clicking on "Users" next to the Location.

Figure 14.53: List of Users

This will display a list of Users for a particular Location.

14.2.2.2 Creating a New User

Figure 14.54: User Administration

To create a new User account, click on "Create New User".

Figure 14.55: New User Form

You can click on "Back" or "Cancel" to return to the User Administration screen. Otherwise, fill in the fields, select the appropriate Location from the Location dropdown box, and click on "Save".

The following restrictions apply to the information fields:

First Name:	Only alphabetic characters, punctuation marks, and a space between them.
Middle Initial:	Only one alphabetic character, a period with no space between them.
Last Name:	Only alphabetic characters, punctuation marks, and a space between them.
Title:	Only alphabetic characters and a space between words.
User Name:	Only ten (10) alphanumeric characters and no space between them.
Password:	Only eight (8) alphanumeric characters and no space between them.
Telephone:	Only numbers, parentheses, and dashes with a space between characters.
Fax:	Only numbers, parentheses, and dashes with a space between characters.
Email:	Only alphanumeric characters, a period, an "@" symbol, and no space between characters.

Please Note:

• Administrators should take extreme care to ensure that information, such as name, title, telephone number, fax number, and email address is accurate. When a User posts a document to FedBizOpps, this information will be extracted from their profile and will be displayed in the notice.

• FedBizOpps does not allow the use of duplicate "Usernames" and "Passwords". If a "Username" and "Password" already exist on the system, you must create a different "Username" and "Password" for the new User account.

• A User account is associated with one Agency/Office/Location. If the User will need to post on behalf of multiple Locations, a User account will need to be created for each Location.

Figure 14.56: New User Account Listing

Once you have entered the new User's profile information, there are still a few more steps in order to set up the account properly. You still need to assign roles and change the POC designation, if appropriate.

Without assigned roles, a User will not be able to access the FedBizOpps system.

To assign roles to the User's account, click on "Roles" next to the User's name.

Figure 14.57: User Account Roles

Please be advised that a User must have at least one "User" role, such as "EPS-EPS User", in order for the User to be able to access FedBizOpps.

Activity	Assigned Roles
Administrate an Office	ORG-Office Administrator ADMIN-EPS User Administrator EPS-EPS User EPS-EPS Stats Reviewer
Administrate a Location	ORG-Location Administrator ADMIN-EPS User Administrator EPS-EPS User EPS-EPS Stats Reviewer
Create, preview, save, archive, unarchive, and delete documents	EPS-EPS User
Create, preview, and save documents	EPS-EPS Document Creator
Archive and unarchive documents	EPS-EPS Document Archiver
Delete documents	EPS-EPS Document Deleter
View statistics	EPS-EPS Stats Reviewer* Using this role also requires assigning a User roles, such as "EPS-EPS User" for system access

To assign User roles, highlight a role from the "Unassigned Roles" table and click on "Add Selected Transactions".

Figure 14.58: User Account Roles

This will move the role to the "Assigned Roles" table. Continue highlighting and moving roles until you have selected and assigned the appropriate roles. If you need to remove a role, highlight the role in the "Assigned Roles" table and click on "Delete Selected Transactions". This will move the role to the "Unassigned Roles" table.

You can click on "Back" or "Cancel" to return to the User Administration screen. Otherwise, select the appropriate roles and click on "Save".

Figure 14.59: User Administration

Once you have assigned the roles, you need to designate whether or not the User will be a Point of Contact (POC). When a User is listed as a "POC", their name is added to a drop-down box of available "POCs" for Users to select when creating a synopsis at a location.

To make a User a POC, click on the link called "POC" for that "User". This operation changes the selection in the "Is POC" field from "No" to "Yes". To change the selection back to "No", simply click on the "POC" link again.

Once you have set up the User account, you will need to provide the User with their Username and Password. To prompt the system to provide the Username and Password to the User via email, go to www.fedbizopps.gov and click on "FedBizOpps Buyers".

Figure 14.60: FedBizOpps Buyers

 

Figure 14.61: "Forgot your password" Link

Enter the User's email address and click on "Send Request".

Please Note: You must enter the User's email address as was entered in the User's profile, as the email address field is case sensitive. If you do not enter the email address in the correct case, you will receive an error message.

The system will then forward an email to the new User with their Username and Password.

14.2.2.3 Editing or Deleting a User's Account

Figure 14.62: User Administration

To edit a User's FedBizOpps account information, pull up a User's account information by:

• Entering the last name, first name, or username and clicking on "Search".
• Clicking on "Users" next to an Office and Location.

Figure 14.63: User Account

From this screen, you can:

• Assign or delete roles.
• Edit the User's profile.
• Delete a User.
• Change the POC designation.

The assigning of roles and POC designation is discussed in section 1.4.2.2.2 of this manual. To edit the User's profile, click on "Edit" next to the User's name.

Figure 14.64: User's Profile Information

An Administrator can change any information in the User's profile, including the Username and Location. A User can change their profile information by logging into FedBizOpps and clicking on "Profile", except for their Username and Location.

You can return to the "User Administration" screen by clicking on "Back" or "Cancel". Otherwise, key in the correct information and click on "Save".

Figure 14.65: User Account

A User can be deleted from the system ONLY if their POC designation is "No". If you need to delete a User, please ensure their POC designation is set to "No", then click on "Delete" next to the User's Name.

Figure 14.66: Delete Confirmation

You will receive a screen to confirm your deletion of the User. If you would like to delete the User, click on "Delete". Otherwise, click on "Cancel". The User will be deleted from the system.

14.3 Location Administration

If you have been designated as a "Location Administrator", you will see the following screen once you have clicked on "ADMIN":

Figure 14.67: Location Administration Menu

In order to edit Locations within an Office of an Agency, you would click on "Maintain Location".

Please Note: Only an Agency or Office Administrator can delete a Location.

In order to create, edit or delete User Accounts within a Location, you would click on "Maintain Users/POCs".

14.3.1 Maintain Locations

Figure 14.68: Location Administration

In order to edit the Location listing, you will need to click on "Edit" next to the name of the Location.

Figure 14.69 Editing a Location Listing

You can edit:

• Location Name
• Address
• FBO Account Number/Password

The following restrictions apply to the information fields:

Location Name:	Only alphanumeric characters, parentheses, and a space between words.
Address1:	Only alphanumeric characters, punctuation marks, parentheses, and a space between words.
Address2:	Optional, only alphanumeric characters, punctuation marks, parentheses, and a space between words.
City:	Only alphabetic characters, and a space between words.
State:	Only two alphabetic characters with no space between them.
Zip:	Only numbers and dashes, and a space between them
FBO Account Number:	Only alphanumeric characters with no space between them.
FBO Password:	Alphabetic characters, punctuation marks, pound signs, and astericks with no space between them.

Please Note:

• Administrators should take extreme care to ensure that the above information is accurate. When a User posts a document to FedBizOpps, this information will be extracted from the Agency/Office/Location profile and will be displayed in the notice.

• The FBO Account Number and Password must be unique. The system will provide an error message if you choose information used by another Agency/Office/Location. These fields are necessary fields to accommodate Agencies that post via email and ftp.

Please Note: The FBO Account Number and Password must be unique. The system will provide an error message if you choose information used by another Agency/Office/Location. These fields are necessary fields to accommodate Agencies that post via email and ftp.

To edit the Location, key the new information in the appropriate field and click "Save". If you would like to return to the "Location Administration" screen, click on the "Back" or "Cancel" buttons.

Figure 14.70: Location Administration

14.3.2 Maintain Users

Figure 14.71: Administration Menu

To Create, Edit or Delete User Accounts within a Location, click on "Maintain Users/POCs".

Figure 14.72: User Administration

Your location will be displayed. You can:

• Search for a specific User.
• Create a New User.
• Edit a User's Profile.

Please Note:

• A User account is associated with one Agency/Office/Location. If the User will need to post on behalf of multiple Locations, a User account will need to be created for each Location.

• The Agency, Office and Location must be set up before Users can be assigned to a Location.

14.3.2.1 Searching for a User

To search for a specific User, enter the User's last name, first name or FedBizOpps username. Before creating a user account, we recommend that you use this capability to ensure:

• An account does not already exist for the user.
• An account with the same username does not exist.

Enter the search information and click on "Search".

Figure 14.73: FedBizOpps Account

If an account exists, the User's account information will be displayed. You can click on the "Back" button to return to the User Administration screen, or you can click on "Create New User" to create a new FedBizOpps User account.

Figure 14.74: User Administration

You can also pull up the User's account by clicking on "Users" next to the Location.

Figure 14.75: List of Users

This will display a list of Users for that Location.

14.3.2.2 Creating a New User

Figure 14.76: User Administration

To create a new User account, click on "Create New User".

Figure 14.77: New User Form

You can click on "Back" or "Cancel" to return to the User Administration screen. Otherwise, fill in the fields, select the appropriate Location from the Location dropdown box, and click on "Save".

The following restrictions apply to the information fields:

First Name:	Only alphabetic characters, punctuation marks, and a space between them.
Middle Initial:	Only one alphabetic character, a period with no space between them.
Last Name:	Only alphabetic characters, punctuation marks, and a space between them.
Title:	Only alphabetic characters and a space between words.
User Name:	Only ten (10) alphanumeric characters and no space between them.
Password:	Only eight (8) alphanumeric characters and no space between them.
Telephone:	Only numbers, parentheses, and dashes with a space between characters.
Fax:	Only numbers, parentheses, and dashes with a space between characters.
Email:	Only alphanumeric characters, a period, an "@" symbol, and no space between characters.

Please Note:

• Administrators should take extreme care to ensure that information, such as name, title, telephone number, fax number, and email address is accurate. When a User posts a document to FedBizOpps, this information will be extracted from their profile and will be displayed in the notice.

• FedBizOpps does not allow the use of duplicate "Usernames" and "Passwords". If a "Username" and "Password" already exist on the system, you must create a different "Username" and "Password" for the new User account.

• A User account is associated with one Agency/Office/Location. If the User will need to post on behalf of multiple Locations, a User account will need to be created for each Location.
  

Figure 14.78: New User Account Listing

Once you have entered the new User's profile information, there are still a few more steps in order to set up the account properly. You still need to assign roles and change the POC designation, if appropriate.

Without assigned roles, a User will not be able to access the FedBizOpps system.

To assign roles to the User's account, click on "Roles" next to the User's name.

Figure 14.79: User Account Roles

Please be advised that a User must have at least one "User" role, such as "EPS-EPS User" or "EPS-EPS Document Creator", in order for the User to be able to access FedBizOpps.

Activity	Assigned Roles
Administrate a Location	ORG-Location Administrator ADMIN-EPS User Administrator EPS-EPS User EPS-EPS Stats Reviewer
Create, preview, save, archive, unarchive, and delete documents	EPS-EPS User
Create, preview, and save documents	EPS-EPS Document Creator
Archive and unarchive documents	EPS-EPS Document Archiver
Delete documents	EPS-EPS Document Deleter
View statistics	EPS-EPS Stats Reviewer* Using this role also requires assigning a User roles, such as "EPS-EPS User" for system access

To assign User roles, highlight a role from the "Unassigned Roles" table and click on "Add Selected Transactions".

Figure 14.80: User Account Roles

This will move the role to the "Assigned Roles" table. Continue highlighting and moving roles until you have selected and assigned the appropriate roles. If you need to remove a role, highlight the role in the "Assigned Roles" table and click on "Delete Selected Transactions". This will move the role to the "Unassigned Roles" table.

You can click on "Back" or "Cancel" to return to the User Administration screen. Otherwise, select the appropriate roles and click on "Save".

Figure 14.81: User Administration

Once you have assigned the roles, you need to designate whether or not the User will be a Point of Contact (POC). When a User is listed as a "POC", their name is added to a drop-down box of available "POCs" for Users to select when creating a synopsis at a location.

To make a User a POC, click on the link called "POC" for that "User". This operation changes the selection in the "Is POC" field from "No" to "Yes". To change the selection back to "No", simply click on the "POC" link again.

Once you have set up the User account, you will need to provide the User with their Username and Password. To prompt the system to provide the Username and Password to the User via email, go to www.fedbizopps.gov and click on "FedBizOpps Buyers".

Figure 14.82: FedBizOpps Buyers

Click on the link for "Forgot your password".

Figure 14.83: "Forgot your password" Link

Enter the User's email address and click on "Send Request".

Please Note: You must enter the User's email address as was entered in the User's profile, as the email address field is case sensitive. If you do not enter the email address in the correct case, you will receive an error message.

The system will then forward an email to the new User with their Username and Password.

14.3.2.3 Editing or Deleting a User's Account

Figure 14.84: User Administration

To edit a User's FedBizOpps account information, pull up a User's account information by:

• Entering the last name, first name, or username and clicking on "Search".
• Clicking on "Users" next to the Location.

Figure 14.85: User Account

From this screen, you can:

• Assign or delete roles.
• Edit the User's profile.
• Delete a User.
• Change the POC designation.

The assigning of roles and POC designation is discussed in section 1.4.3.2.2 of this manual. To edit the User's profile, click on "Edit" next to the User's name.

Figure 14.86: User's Profile Information

An Administrator can change any information in the User's profile, including the Username and Location. A User can change their profile information by logging into FedBizOpps and clicking on "Profile", except for their Username and Location.

You can return to the "User Administration" screen by clicking on "Back" or "Cancel". Otherwise, key in the correct information and click on "Save".

Figure 14.87: User Account

A User can be deleted from the system ONLY if their POC designation is "No". If you need to delete a User, please ensure their POC designation is set to "No", then click on "Delete" next to the User's Name.

Figure 14.88: Delete Confirmation

You will receive a screen to confirm your deletion of the User. If you would like to delete the User, click on "Delete". Otherwise, click on "Cancel". The User will be deleted from the system.

14.4 Registration Form for Federal Users

New users can request a FedBizOpps Buyer Account by filling out the "Registration Form for Federal Users". To access this form, go to www.fedbizopps.gov and click on "FedBizOpps Buyers".

Figure 14.89: FedBizOpps Buyers

Click on the link for the "Registration Form for Federal Users".

Figure 14.90: Registration Form for Federal Users

New users will fill out the necessary fields and click on "Submit Form". This form will then be forwarded to the appropriate Agency FBO Administrator by email. The Agency FBO Administrator, or their designee, will then be responsible for setting up the User.