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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:
- Sign-in to https://360users.apetsoftware.com.au/ as the Boss user
- From the main - menu, click Settings
- Click Staff and Contractors
- Click Edit against the desired User record
- Select the System Roles:
- Overseer
Can view all requests, reports, etc. but has no editing rights throughout the system - Provider Manager
Can create and edit provider associations (relationships) Panel Manager
Can create panels and edit panel memberships- "Tender-Box" Opener
Can be a signatory when opening a tender box
- Overseer
- Select the Request Processing Roles:
- Request Manager
Can create new requests and be selected by other managers to assist with the configuration and management of an approach to market - Evaluator
Can be selected by request managers to participate in the evaluation process of a request - Non-Scoring Evaluator
Can be selected by request managers to participate in the evaluation process of a request but not score - Reporter
Can be selected by request managers to produce reports for a request - Record Manager
Can be selected by request managers to verify all the necessary steps have been completed and then remove evaluation scores, comments, and info-tags (the working papers) that were used ahead of the decision to award/not - award a request
- Request Manager
- Select the Request Approval Roles
- Release Approver
Can be selected by request managers to approve a request prior to it being released - 2nd Release Approver
Can be selected by request managers to approve a request prior to it being released (the 2nd higher-level approver) - Decision Approver
Can be selected by request managers to approve award/non-award decisions
- Release Approver
- Click Save
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Please note:
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Related articles
- What are the key terms in 360? (definitions/lexicon)
- How to add staff (users) to the 360 buyers' portal
- How to edit staff (user) details or change their password in the 360 buyers' portal
- How to deactivate staff records (users) in the 360 buyers' portal
- How to assign users to a request (grant or revoke access) in the 360 buyers' portal
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