CORE Modules include, but may not be limited to:

• Procurement Planning
• Advanced Evaluations
• Contract Management (Lite or Advanced)
• Freedom of Information

Local Group Managers and Local Group Administrators in Go to Market (GtM) can kick off the registration process.

Inviting Users in Go to Market

1. In GtM, head to “Local Groups and Users” or “Manage buyers” under “Admin Tools”
   
   
   
   
   
2. Locate the Local Group/business unit that the user should be invited to, click on the ‘additional options’ button to the right of this, and then either “Buyers” (if you're inviting a standard user) or “Local Group Managers”/“Administrators” (if you're inviting a business unit lead/admin).
   
   
   
   
   
   
3. Enter the user’s name(s) and email(s), validate list and send.
   
   
   
   
   
4. From here, the user will receive an email with a link to register.
   
   
5. If the user doesn’t require additional permissions in CORE (e.g. Contract Management) then this is the end of the process.
   
   If they do require additional permissions (e.g. Read All access, department level visibility, is an approver, etc.), there are two options from here.

Adding Additional Permissions in CORE

1. User registers, navigates to CORE, add permissions
   OR
2. User hasn’t registered/navigated to CORE yet, add user to CORE from scratch, add permissions

Option 1 (User registers, navigates to CORE, add permissions)

1. Users with the Administrators User Group in CORE can action this process
   
   
2. Head to Home by either logging in or using the ‘rubix’
   
   
   
   
   
   
3. Navigate to the ‘Control Panel’ using the cog wheel in the top-right corner of your screen.
   
   
   
   
   
   
4. On the left-hand side, head to “Security” > “Users and Groups”
   
   
   
   
   
   
5. When your new user navigated to CORE after registering, this would have created an account for them in the system and you can locate them by filtering either “Display Name” (their name) or “Role name” (their email).
   
   
6. Hit “Edit” to the right of the new user’s name
   
   
   
   
   
   
7. Assign the below roles:
   
   
   • Supervisor (the user’s supervisor)
   • Department
   • Groups
     
     
     
     
     
     
8. If the user will be an approver, you may wish to also assign:
   
   
   • Financial Approval Limit
   • Position
     
     
     
     
     
     
9. Hit “Update”
   
   

Option 2 (User hasn’t registered/navigated to CORE yet, add user to CORE from scratch, add permissions)

1. Follow steps 1 – 4 for ‘Option 1’
   
   
2. Hit “Add User” at the top of the page
   
   
   
   
   
   
3. Enter:
   
   
   • User name = email (this should match the email invited to GtM)
   • Display Name = first and last name
   • Email = email
   • Member Of Groups = GTM SSO Users
     
     
     
     
     
     
4. Follow steps 7 – 8 for ‘Option 1’
   
   
5. Hit “Create”