User Type

Description

Who/How Many People to Assign

1. Administrator

Can create, edit, and archive any solicitation, document template, configuration setting. Responsible for managing and maintaining the organization's data/information, including users, document templates, and active projects.

Any individuals who have extensive knowledge of your procurement language, processes, and comfortability working with new technologies would do well in the Administrator role. 

Typically a small group of 3-6 users are assigned to the Administrator role. These individuals are responsible for overseeing and supporting the use of the software, and improving it to meet your business needs over time.

2. Procurement Staff

Can create and manage solicitations. Full permissions to create, edit, delete anything inside a solicitation they create. Can archive solicitations they create. Responsible for managing solicitations and updating statuses.

Any individuals who are responsible for leading the development of solicitation document packages should be assigned to this role.

This number of users might range from 10-50+ people depending on the size of your organization.

3. User

Can contribute to solicitations with limited permissions depending. Users are team members invited to contribute to projects with limited permissions. User are typically assigned three solicitation different roles: Guest Contributor; Guest Viewer; or Reviewer.

Any individuals in your organization who contribute subject matter expertise to your documents – such as colleagues from your Legal, IT, Business, Manager/Executive teams – can be assigned this role. 

The number of people to assign will depend on the size of your organization. It may be greater, the same, or smaller than the number of Procurement Officers.