How to assign permissions (roles) to staff (users) in the 360 internal portal
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
4.1 Select the System Roles:
| System Roles: | Role Description: |
|---|---|
| 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 |
Contract Manager | Can create and manage contracts |
Member Manager | Can create and edit membership organisations |
| Tender-Box" Opener | Can be a signatory when opening a tender box |
4.2 Select the Request Processing Roles:
| Request Processing Roles: | Role Description: |
|---|---|
| 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 |
| 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: |
|---|---|
| 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 |
5. Click Save
At this point, the desired user will have the selected roles assigned.
Please note:
- Each account must have at least one Boss user but any number of other users
- Assigning users' roles does not change their access rights to any requests - they need to be added or removed from each request.
- Only the Boss can manage users.
Related articles
- What are the key terms in 360? (definitions/lexicon)
- How to add staff (users) to the 360 internal portal
- How to edit staff (user) details or change their password in the 360 internal portal
- How to deactivate staff records (users) in the 360 internal portal
- How to assign users to a request (grant or revoke access) in the 360 internal portal
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