User permissions (i.e. their ability to view or update system records) are driven by several factors which are outlined in this article. Please note, these permissions apply to users accessing the following modules:
- Procurement Planning
- Advanced Evaluations
- Contract Management
Default Permissions
The below table outlines the default permissions any user inherits. This is based on their department and any role they've been allocated on a 'parent' record (e.g. Plan, Evaluation or Contract).
| Applicable Module(s) | Permissions |
|---|---|
|
Procurement Planning Contract Management |
Users can view all records (Plans & Contracts) belonging to their department, or any department where theirs is listed as the 'Parent'. |
|
Procurement Planning |
Users can view and update any Plans where they are assigned as the Procurement Officer or Manager. |
|
Advanced Evaluations |
Users can view and update any Evaluations where they are assigned as the Procurement Officer or are a member of the Evaluation Panel. |
|
Contract Management |
Users can view and update any Contract where they are assigned as the Contract Manager, Owner or Sponsor. |
User Group Permissions
In some cases, the default user permissions outlined above may not be suitable for all users. In those cases, select users can be allocated to one of three 'User Groups' to inherit additional permissions. These are outlined in further detail below.
| User Group | Permissions | Potential Use-Case |
|---|---|---|
| Read All | Users added to this group can view all records (Plans, Evaluations & Contracts) in the system, regardless of their department or role allocated on the record. | Members of the Finance team might require visibility over all records. |
| Procurement Team | Users added to this group can view and update all records (Plans, Evaluations & Contracts) in the system, regardless of their department or role allocated on the record. | Members of the Procurement team might require visibility and the ability to update all records. |
| Administrators |
Users added to this group can view, update and delete any records in the system (Plans, Evaluations & Contracts), regardless of their department or role allocated on the record. Additionally, they can access the Control Panel, system-wide and module-specific settings, and perform various other administrative functions. |
Any user responsible for the ongoing management of your system should be added to the Administrators User Group. |
Adding users into User Groups:
- Navigate to the Security > Users and Groups section of the Control Panel
- Locate the user profile, then click on the "Edit" button on the far right
- In the 'Member of Groups' field, type and select the appropriate User Group
- Click on "Update" to save the user profile