Procurement Staff Permissions
Welcome Procurement Staff! 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 from your team will be tasked with inviting you to the tool which will then allow you to create projects. You will have the role of creating projects and managing your own team as you all move through the process of releasing a solicitation or project. Let's get into some of your permissions and the many ways to support your organization's procurement efforts.
Procurement Staff Permissions
Admin is one of three user types. The other two are procurement staff and user. Procurement Staff are responsible for creating and managing projects from creation to completion. You may also be pulled in to edit other projects within your organization. Your role has the following permissions:
- Create, view, edit, and archive any project stage, document, section or project you create
- Create, view, edit, and delete new Form and Evaluation Form templates you create, with the option of deleting existing forms/evaluation forms
- View, edit, create, and manage tasks within your projects
- Manage your project's status, permissions and user accounts
- Control permissions for documents, sections, questions in a solicitation you create
- Invite the users to the tool
All these features can be managed from you main dashboard, solicitation details page, and Organization tab in your main toolbar.
Managing User Types
The title 'Procurement Staff' can be broken down into two distinct roles - Owner and Editor. Part of your job will involve managing the users invited to your project. 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.
- Owners
- Editors
- 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
Procurement Staff can invite team members to the tool as a 'User', then assign them specific user roles within solicitations and projects they create.
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.
Related Articles
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 ...Managing Permissions for Project Stages
Team Administrators have the permissions to fully manage their teams when using Document Builder which include the various project stages. Solicitation Roles The first step is inviting the person to your organization as explained above. A user will ...Creating New Projects
We know two things to be true: Every project needs a workflow A workflow contains at least one stage, which contains substages Creating a New Project Please note this video does not have audio Creating a new project involves: Selecting an ...Managing User Roles
As mentioned in Procurement Staff Permissions, you have the necessary permissions to manage the user settings and permissions for your projects. Let's get into the many ways you can do this. Organization Page The Organization Page displays a list of ...Working with Documents and Sections
Below we will walk you through how to configure your documents/sections to ensure you have the skills needed to release your projects. Let's get started! Please note that edits made to a document within a specific solicitation will not affect the ...