User Management

User management holds all user accounts that can be granted access to various areas of the system. Users that have been granted access via user management can then be added into teams via the Team Management area - Please refer to the Team Management article for further information.

From the Command Centre, navigate to User Management and select + User.

Populate the users email address, username, first name, last name and full name.

A role, or multiple roles can now be assigned to the user, scroll down to understand more about roles.

Marking a user as Inactive disables ALL access to the system.

When the record has been completed, save.

Watch the below video to see how this works.

Roles

Role

Role Description

System Administrator

A system administrator has FULL access. This access also includes the ability to make system configuration changes in the Command Centre.  There is no need to enable any of the below roles if enabled.

Supplier Administrator

This permission allows a user to completely manage supplier records in the supplier module. This includes adding new suppliers, editing, managing, and disabling suppliers.

Supplier General Viewer

This permission allows a user to ONLY view high level details of the supplier record that are displayed within the ‘General' tab of the supplier record.

Master Agreement Summary Viewer

This permission allows a user to ONLY view the ‘Overview’ tab of Master Agreement records.  

Master Agreement Manager

This permission allows a user to see ALL sections relating to a Master Agreements including management sections. It enables the ability to add and modify agreements.

Analytics Viewer

This permission allows a user to be able to access the Analytics module and view analytics dashboards.  ‍

IMPORTANT: Analytics dashboards may reveal information about Suppliers, Agreements, and Contracts if the user doesn’t already have access to this data.

eSign

This permission allows a user to request signatures and author fields on documents using Adobe Sign integration. It is not required to sign documents.

NOTE: This role only appears is if the eSign add-on has been requested and requires an active Adobe subscription. Enabling a user with the eSign role will contribute to Adobe subscription license and transaction counts.

What do these roles mean in terms of what a user can and cannot view?

Supplier Administrator

If a user is assigned this role standalone, the menu and supplier screen will be presented as follows:

Supplier General Viewer

If a user is assigned this role standalone, the menu and supplier screen will be presented as follows:

Users are not able to create new suppliers or edit/manage suppliers. The General tab within the record is available only.

Master Agreement Summary Viewer

If a user is assigned this role standalone, the menu and agreement screen will be presented as follows:

Users are not able to create new agreements or edit/manage agreements. The Overview tab within the record is available only.

Master Agreement Manager

If a user is assigned this role standalone, the menu and agreement screen will be presented as follows:

Analytics Viewer

If a user is assigned this role standalone, the menu and analytics screen will be presented as follows:

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