| Tip |
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360 is designed so everyone in the procurement team can log in and participate in the procurement process with permissions that match their job title. |
Step-by-step guide
To assign Roles:
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4.1 Select the System Roles:
| System Roles: | Role Description: | |
|---|---|---|
| 1 | Overseer | Can view all requests, reports, etc. but has no editing rights throughout the system |
| 2 | Provider Manager | Can create and edit provider associations (relationships) |
| 3 | Panel Manager | Can create panels and edit panel memberships |
| 4 | Contract Manager | Can create and manage contracts |
| 5 | Member Manager | Can create and edit membership organisations |
| 6 | Tender-Box" Opener | Can be a signatory when opening a tender box |
4.2 Select the Request Processing Roles:
| Request Processing Roles: | Role Description: | |
|---|---|---|
| 1 | Request Manager | Can create new requests and be selected by other managers to assist with the configuration and management of an approach to market |
| 2 | Evaluator | Can be selected by request managers to participate in the evaluation process of a request |
| 3 | Non-Scoring Evaluator | Can be selected by request managers to participate in the evaluation process of a request but not score |
| 4 | Reporter | Can be selected by request managers to produce reports for a request |
| 5 | Debriefing Approver | Can be selected by request managers to approve letters to unsuccessful respondents explaining why they were unsuccessful |
4.3 Select the Request Approval Roles
| Request Approval Roles | Role Description: | |
|---|---|---|
| 1 | Release Approver | Can be selected by request managers to approve a request prior to it being released |
| 2 | 2nd Release Approver | Can be selected by request managers to approve a request prior to it being released (the 2nd higher-level approver) |
| 3 | Decision Approver | Can be selected by request managers to approve award/non-award decisions |
5. Click Save
At this point, the desired user will have the selected roles assigned.
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