Your User ID is unique and cannot be modified from your profile. It may even have been created according to a standard set by your organization.

If you need to change it, you must contact your Staples Professional sales representative so they can take the required steps to make the modifications.

There are 2 ways to open the Change Password screen:

1. Click on the Account menu, hover the My Account tab and select option Change My Password
2. Click on the Account menu, hover the My Account tab and select option Edit My Profile.
   • Click on Change My Password.

In the Change Password screen, enter your existing password in the Current Password field. Then enter your New Password and Confirm it by entering it a second time.

Your new password must have at least 7 characters, letters and/or numbers, upper and/or lower case, and must be different from your User ID and previously used passwords.

At any time you can click on the Français option above the main menu to display eway in French. To go back, click on English.

You may also set your preferred language in the Edit My Profile page. This setting becomes the default language for your eway screens and email.

Your eway buyer account contains a large number of customization options, most of which are managed by your account Administrator. There are some features that you can set to personalize your eway shopping session. Click on the Account menu, hover the My Account tab and select option Edit My Profile to set the following options.

• Your Name and job title.
• Your contact information (email, phone, fax).
• Your payment options, including credit cards.
• Various other display settings.

In the Edit My Profile page, in the Payment and Credit Card Information section, you may select your Preferred Payment Method from the drop-down list. This sets the default payment method that will be automatically selected when you checkout.

In the Payment Details page of the Checkout Process, you can keep your preferred payment method or select a different one for this order only. You can click on the Set As Default button to make the current selection your new default option.

• In the Settings section of the Edit My Profile page, set the Send order confirmation by email option to No.
  • This blocks all order related email, including order confirmations, approval or rejection confirmations and approval notifications (if you are also an approver).
• It will not block the reset password email.

In the Settings section of the Edit My Profile page, you can limit the display of completed orders by choosing a default period in the Order History Display option. From the last 30 days to the last 180 days or show all orders.

Orders with any status other than Fully Shipped are always visible regardless of the limit set here.

In the Settings section of the Edit My Profile page, you can choose to have the product appear on a new line with each addition or have the quantity increase on a single line. Look for the Merge same products into 1 line on Shopping Cart? option. Select Yes to force grouping on one line or No to prevent grouping. Your selection will be reflected on the final invoice.

This option also exists at the account level, managed by your Administrator. Select Use Client Settings in your profile to choose the account default.

In the Settings section of the Edit My Profile page, click Yes for the Show last item added to shopping cart on top function to have the items in reverse order that they were entered, or click on No to have them in the same order as they were entered. This setting does not affect how the products are shown on the invoice.

This section of the Edit My Profile page is used to view or modify user agreement statuses for access to vendor sites through the eway site.

The Agreement Accepted column shows a check mark if you previously accepted the online agreement with this vendor. You can click on the check mark to remove your acceptance of the agreement conditions. Your access to this vendor's site will be blocked until you accept the agreement again.

There are 2 ways to open the Change Password screen:

• Click on the Account menu, hover the My Account tab and select option Change My Password.
• Click on the Account menu, hover the My Account tab and select option Edit My Profile.
  • Click on Change My Password.

In the Change password screen, enter your existing password, i.e. the one you used to sign in. Then enter your new password and confirm it by entering it a second time.

Your new password must have at least 7 characters, letters and/or numbers, upper and/or lower case, and must be different from your User ID and previously used passwords.

Click on the Forgot Your User ID or Password link in the Sign in menu and follow the instructions on your screen. You could also contact Customer Care.

The email is usually sent within a few minutes after the request is made, but it may take up to 15 minutes.

Changing your eway password is an effective security measure that ensures only you are able to access your online account.

This is a feature requested by your company. There are many different rules that can be set-up to define what orders require approval.

• The order total
• The type of products ordered
• The products value
• A budget limit

These are all criteria that can be used by your eway administrator to determine the need for approval. A message is displayed in the shopping cart and in the Review and Confirm pages to let you know that the order will be routed for approval.

This feature allows you to define your own orders approval process.

It enables you to configure your approval rules, the Ship-To accounts or buyers to whom the rules apply and the approvers who authorize or reject the orders.

1. Click the Account menu.
2. Click on the My Account tab.
3. Click on option Account Management Centre.
4. In the Order Approvals tile, click on Manage Order Approvals.

Find the approval group you are part of and make sure the Can Modify Order box is checked for your user name in step 2 Approvers.

Find the approval group you are part of and make sure the Send order Notification box is checked for your user name in step 2 Approvers.

Find the concerned approval group and make sure the Show on Site box is checked for all approvers in the group at step 2 Approvers. This way during checkout, at the Review & Confirm page, members will see the approver's name and email address.

Find the concerned approval group and ensure that at the bottom of screen 2 Approver, option Yes, user can select any of the approvers from the list above to receive the order approval notification is checked. You must also ensure that the Send Order Notification box is checked for all the approvers in the list you wish members to view.

If you apply your rule to Ship-To accounts, all buyers that use these accounts will be impacted, while at the buyer lever, regardless of which account they use, the rule will apply.

Evaluate at what level the rule will be easier to manage according to your number of users and Ship-To accounts.

In the Search Text field, enter an asterisk "*" and click on Search.

Three choices are available:

• Carbon Copy - to send a copy of the order to approvers.
• To Be Approved - to put the order on hold and have an approver approve or reject it.
• Cannot Order - to prevent the buyer from checking out.

In the fourth step which consists of creating your approval rule, make sure that the Operator Type chosen is Lesser or equal and in the Dollar Limit field, enter $50.

1. Search for the approval group and click the View Group button.
   • The approval group's detail display.
2. Click on this icon to extract the data in Excel, Word or in PDF format.

1. Sign in on eway

2. Click on the Account menu

3. Hover the My Account tab and select option Account Management Centre.

4. In the User Management tile, click on Manage Users.

   • The User Management page opens. There are multiple administrative options available including creating a new account, editing an existing account, resetting a password and deleting an account.

• Use the search field at the top of the User Management page in combination with the Filters to find a specific user.

  • The number of users in the list is displayed to the right of the page name and automatically adjusts when a search is performed.

• Use the column headers to sort results in ascending or descending order.

• Access administrative options for a user by clicking the ellipsis menu (...) that appears in the last column of the list.

In the User Management page, click on + Add User. The Create a new user page is displayed.

1. Fill out the General Information section. You may need to specify which administrator will be responsible for this user. Your own name is shown by default but you can select another name in the drop-down list.
2. Select the Ship to Accounts that will be available to the new user. Use the search bar to select individual accounts or click on Add All Accounts to grant access to all accounts.
3. Enter the buyer's Payment and Credit Card Information. This section contains a few options that would allow the buyer to add and share credit cards, and a field to define their preferred payment method. There is also a functionality for you to add a buyer profile credit card.
4. The last step enables you to enter the new buyer's eway Settings. This includes various functions and display options.

The new buyer will receive an email notification containing the assigned default account number, their user ID and temporary password, provided the email feature was enabled.

The Advanced user has full access to all User Management options including these extra features:

• In creation and edit modes, they have access to the Administered By drop-down list and it includes all users under the main account including their own name.

The Intermediate user has a similar access with the following restrictions:

• In User Management, the users listing includes only buyers that are managed by them.
• In creation and edit modes, the Administered By drop-down list always contains their own name and cannot be changed.
• In the Settings page while in creation or edit modes, they cannot set a user as an Advanced user, only Intermediate access or no access at all.

• If you move them up from Regular buyer to Advanced or Intermediate user or from Intermediate to Advanced user, they will gain access to the additional features associated with their new status.

• If you change them from Advanced user to Intermediate user, they will only lose the ability to manage users that are not assigned to them.

• If you change them from Advanced or Intermediate user to Regular buyer, the link that binds the administrator to his assigned buyers will automatically be broken.

  • A warning message will appear for your confirmation.

• The Copy User feature available in the ellipsis menu (...) located in the last column of the list, enables you to create a new buyer from the settings of an existing buyer.

  • You get everything from the selected buyer's file except their General Information and their profile Credit Card information (unless the credit card is shared).

If you yourself have access to the functionality that allows to manage delivery addresses, you are able to grant it to a new user.

The option is available in step 4 Settings when creating a new user and it is called Allow user access to manage delivery addresses?

1. From the User Management page, you can use the Assign Admin option to assign an administrator to multiple users at a time.

2. Check the box for each user for whom you wish to assign the same administrator.

3. Click on the Assign Admin button located at the top of the list.

4. Find the administrator in the drop-down list.

5. Click Save.

1. Use the search field at the top of the page to find the user.

2. Click on the ellipsis menu (...) that appears in the last column of the user of your choice and select the Reset Password option.

3. You can choose to reset it to its User ID or to a random password.

   • If you choose the random password, the option Send password to user by email is automatically selected.

1. Select the buyer from the results list.
   • The buyer's status must be Active.
2. Click on the ellipsis menu (...) that appears in the last column of the user of your choice and select option Deactivate User.
3. Enter the Reason for deactivation and click on Deactivate User.

1. Select the buyer from the results list.

2. Click on the ellipsis menu (...) that appears in the last column of the user of your choice and select the Activate User option.

3. On the Activate User page, confirm the activation by clicking the Activate User button.

Please visit the Manage Addresses section in the eway How-to Guides PDF to access all guides related to this feature.

In the Delivery Details page of the checkout process, simply key in the new address over the default shipping address. If some or all of these fields are locked (grey), your organization has requested that we prevent address modifications. You can try choosing an alternate preset shipping address by returning to the shopping cart and selecting a new account.

or

Click here to request an address change with our Customer Care.

To select a different billing address, simply select a different account from the drop-list. If you don't have access to that feature, contact one of our Customer Care experts.

Your cost centre cannot be modified from eway, please contact one of our Customer Care experts to make the change.

If your organization does not authorize the use of a credit card on eway, please contact them to discuss your current payment method.

From the My Accounttab in the Account menu, select option Modify my profile. In the Payment and Credit Card Information section, enter the required information in the Credit Card Information area and click on Add Card.

For security reasons, it's not possible to update credit card information. You must delete the existing credit card and add a new card.

A credit card can be associated with the account you are using to place your order. This credit card is set-up by your administrator and can be used by any buyer authorized to order for that account.

There can also be one or more credit cards associated with your buyer profile. These are managed by you in your profile page and can only be used by you, unless you allow them to be shared with other buyers.

You can also enter a credit card number during the checkout process to be used this one time only, for the current order.

eway allows you to display a dashboard that enables your employees to see the balance of their expense allowance. Contact our Customer Care to subscribe to this feature.

You can allow your buyer profile credit card to be shared with other selected buyers. Other buyers can also share their cards with you. Shared profile credit cards can only be managed by their owners.

In your profile page, a list of available credit cards is shown. In the Action column, there are 3 possible options:

• Share Credit Card - you are the credit card owner and it is not shared with anyone. This link invites you to configure the sharing settings.
• Shared - Click to Edit - you are the credit card owner and it is currently shared with other buyers. This link invites you to modify the current sharing settings.
• Shared - this credit card belongs to another buyer that has set it up to be shared with you. You have no possible action in this case.

In your profile page, in the Action column of the Payment and Credit Card Information section, click on the Share Credit Card link for the card you wish to share. There are 2 ways to share your profile credit card:

• You can build an authorized buyers list. Click on Add and use the search feature to find and select the authorized buyers.
• You can build a list of accounts whose authorized buyers will also be authorized to use your credit card when they submit an order for that specific account. Click on Add and use the search feature to find and select the authorized accounts.

Invoices are generated daily, weekly or monthly and are distributed (mailed or sent via email) to your billing address or your Accounts Payable email depending on the billing cycle and delivery method set up on your account . To request a change to your billing frequency or invoice delivery method please contact one of our experts in the Customer Care.