System Admin

Administrator functions that govern Home, Procurement Planning, Advanced Evaluations and Contracts Management.

System Admin

  • Inviting a new user in VendorPanel with CORE modules

    CORE Modules include, but may not be limited to: Procurement Planning Advanced Evaluations Contract Management (Lite or Advanced) Freedom of Information Local Group Mana...

  • Managing User Access

    All users requiring access to any VendorPanel module must be registered in our sourcing module; Go to Market. Users can be invited to register as a 'Buyer', 'Manager' or '...

  • Managing Departments & Positions

    Within VendorPanel, Departments are your various teams, groups, areas, divisions, etc, in your organisation. In-system, they are assigned to both a specific record (the de...

  • Email Outbox

    The outbox shows all emails that were triggered from the system. This would include email reminders, and emails sent from triggered actions in the system. You can filter t...

  • Document Templates (Mail Merge)

    Document Templates allow you to create customized templates for document generation across various modules. With these templates and their associated mail merge codes,...

  • Bulk Record Reassignment

    The ‘Bulk Record Reassignment’ function is designed to transfer all records assigned to one user to another. For instance, this may occur when an assigned user leaves the ...

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Approvals

  • Modifying approvals after submission

    On occasion, it may be required to reassign or modify approvals after a record has already been submitted, such as if an incorrect user is assigned, a person is not requir...

  • Managing your Approval Settings

    Approval processes can be enabled for various activities associated with the following VendorPanel modules: Procurement Planning Advanced Evaluations Contract Management ...

  • Managing your Approver Definitions

    Approver Definitions allow you to define how approvers are translated and identified in the system. Each definition represents a 'Role' which can be included in your Appro...

  • Managing your Approval Routes

    Approval Routes allow you to automate your approval processes for various activities. This is done by specifying who the required approvers are and whether they are always...