Local Group & Buyer Management

  • What is a Local Group?

    A Local Group is a group of Buyers and/or Local Group Manager(s). These local groups are set up and managed by the Super Admin or relevant Local Group Administrator withi...

  • Creating a new Local Group

    Local Groups can be created either by the Super Admin of the enterprise or by a Local Group Administrator. To create a new Local Group, select Local Groups and Users unde...

  • Inviting New Buyers

    Staff members of your organisation can register as a Buyer in one of two ways, either through direct invitation or a self-registration link. Both methods are addressed be...

  • Activating External & Marketplace list access on a Local Group

    When creating or managing a Local Group, various settings determine permissions and access to specific features on VendorPanel's Go To Market module. When the Super Admin...

  • Impersonating Other Users

    The Super Admin, Local Group Administrators, and Local Group Managers can all impersonate other accounts within your organisation, depending on their rights and access. I...

  • Transferring Ownership of a Local Group

    When a Local Group is created, it will be owned and managed by the Admin who creates the local group in their account (unless the Super Admin has assigned ownership to a ...

  • Buyer Approvals (Registration & Email Change)

    The Super Admin and any Local Group Administrators have the option to setup an approval process for buyers registering in their local group(s). These 'Buyer Approvals' al...

  • Transferring Users Between Local Groups

    The Super Admin can transfer any Buyer or Local Group Manager between Local Groups. Local Group Administrators can transfer Buyers and Local Group Managers only between t...

  • Updating a Buyer's set Manager

    A Buyer's set Manager can either be the Super Admin, the Local Group Administrator that owns the Local Group they are registered on, or any Local Group Managers registere...

  • Administering Individual & Local Group Request Templates

    The Super Admin and Local Group Administrator are able to turn on and off Local Group Request Templates, Individual Request Templates, or Request Templates as a whole for...

  • Changing the Recommended Minimum Number of Suppliers to Select on an Request

    When Buyers in a Local Group create an Request, the Super Admin and Local Group Administrators are able to set a recommended minimum number of Suppliers to select on an R...

  • Removing a User's Buyer Rights

    Buyer Rights allow a user to view supplier lists they've been given access to and to be able to create and post requests to Suppliers. These rights can be removed from a ...

  • Deactivating/Removing Accounts

    If a staff member has left your organisation, their account can either be deactivated or removed altogether. This can be actioned by the Super Admin, the Local Group Admi...

  • Configure settings for Addenda

    Addenda functionality of GTM is an addition to existing functionality that enables users to edit and automatically notify suppliers of the changes, and functions in simila...