How to assign permissions (roles) to staff (users) in the 360 buyers' 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:

  1. Sign-in to https://360users.apetsoftware.com.au/ as the Boss user
  2. From the main menu, click Settings
  3. Click Staff and Contractors
  4. Click Edit against the desired User record
  5. Select the System Roles
    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. "Tender-Box" Opener
      Can be a signatory when opening a tender box
  6. Select the Request Processing Roles: 
    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. 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
  7.  Select the Request Approval Roles
    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
  8. Click Save

At this point, the desired user will have the selected roles assigned.


Please note:

  • Each account can have 1 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.