Administrator Permissions
Welcome Admins! Saying Administrator takes a lot of time so you'll see the term 'Admin' used in place of it often within the help center. In this article we will go over the ins and outs of your role and permissions as it pertains to your organization and projects. During the early onboarding stages, admins will be identified and invited to the tool. As an admin, the buck stops with you. You will have the role of managing your team's and the permissions to do so. Let's get into it!
Administrator Permissions
Admin is one of three user types. The other two are procurement staff and user. Admins will be responsible for managing user accounts. As an admin, you have the following permissions:
- Create, view, edit, and archive any workflow, project stage, document, section or project within the organization
- Create, view, edit, and archive any forms or evalution forms within the organization
- Manage document/form/evaluation templates on the configuration side and configuration settings
- View, edit, create, and manage all of your team's tasks within the organization
- Manage your organization's projects, project permissions, and user accounts
- Manage the organization's data/information/profile
- Access and management of analytics specific to your organization
All these features can be managed via the Configuration and Organization pages.
Only Administrators have access to the Configuration page.
Managing User Types
As mentioned above, admins will be responsible for managing two other user types - Procurement Staff and User. The term 'User' can be broken down into three distinct roles. Here is an outline of both user types:
- Procurement Staff make up those on your team that will most often be creating projects. They maintain oversight and manage the creation/format/edits for documents within newly created projects. Typically, they will be Owners and/or Editors of projects within the tool.
- Users are team members invited to contribute to projects with limited permissions. User can be broken down into:
- Guest Contributor
- Guest Viewer
- Reviewer
- Admin Contributor
- View-Only Contributor
When an admin invites a new person to the tool, they are responsible for granting them a specific role within the organization. An admin can update this information at any time. How you assign these roles will depend on project stages and your internal workflows/needs.
Below is a summary of the different permissions by user type.
Please ensure that a person does not have multiple roles within your solicitations and projects. This will cause system issues with their permissions.