Guest Viewers

Welcome Guest Viewers! In this article we will go over the ins and outs of your role and permissions as it pertains to your organization and projects. The selected admins and procurement staff from your teams will be tasked with inviting you to the tool which will then allow you to view their projects. You will have the role of contributing to projects as your team moves through the process of releasing a solicitation. Let's get into some of your permissions and the many ways to support your organization's procurement efforts.

Guest Viewer Permissions

The term 'Guest Viewer', is a user type with three distincts roles which we will discuss later on. For your role, it is important to work with project owners/editors to ensure the expectations for your contributions are clear. Your role has the following permissions:

1. View-only permissions 
   
2. Ability to download a draft PDF of the entire project or specific documents of projects they have access to

All these features can be managed from you main dashboard and solicitation details page.

User Types

The term 'User' can be broken down into several distinct roles:

1. Users are team members invited to contribute to projects with limited permissions. User can be broken down into three different roles:
   
1. Guest Contributor
   
2. Guest Viewer
   
3. Reviewer
   
4. View-Only Contributors

Please contact an Administrator or Procurement Staff to assist with your account creation.

Below is a summary of the different permissions by user type.

Permissions Summary	User Types
	User	Procurement Staff	Administrator
View all documents in a solicitation	✓	✓	✓
Write and format documents that allow Guests	✓	✓	✓
Create comments and track changes in sections that allow Guests	✓	✓	✓
Delete any comments in sections that allow Guests	✓	✓	✓
Create, edit, complete, and delete tasks	✓	✓	✓
Personal task page	✓	✓	✓
Send messages and email notifications	✓	✓	✓
Personal system inbox	✓	✓	✓
See and answer questions	✓	✓	✓
Export documents	✓	✓	✓
View all users		✓	✓
Invite new users		✓	✓
Create new solicitations		✓	✓
Add/remove people from solicitations		✓	✓
See and use the Action Center		✓	✓
View and format all documents		✓	✓
Turn track changes on/off for all users; Accept/Reject Track changes		✓	✓
Add new documents and Propose Template variation		✓	✓
Control permissions for documents, sections, questions in a solicitation		✓	✓
Use ADA compliance		✓	✓
Export solicitation packages		✓	✓
Change solicitation status		✓	✓
Create and manage addendums		✓	✓
View, create, edit, archive ALL solicitations			✓
Edit organization profile			✓
Create and change all configuration settings			✓
Create, edit, and archive all document templates			✓
Create and change all automation settings for document templates			✓
Approve change requests to templates			✓

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