ProcureNow “Enterprise Edition" customers have numerous permission sets that can be assigned to security role groups. From there, users can be assigned to one or more security role groups. If a user is a member of more than one group, the permissions sets are additive.

The permissions that can be added to a role group are:

  • System Admin: Receives access to the admin panel and can add new users to the system
  • Project Creator: Can create a project without going through the Intake process
  • Global Editor: Automatically receives edit ability for all projects
  • Bid Poster: Can create and post public solicitations [Requires Global Editor Permission]
  • Bid Amender: Can make updates to the contents of the bid after it has been posted. Users without this permission can still create addendum and official notices. [Requires Global Editor Permission]
  • Contracts Admin: Can create and edit all contracts. Users without this permission cannot create contracts and can edit only those contracts where they have been given edit permission.
  • Templates Admin: Receives access to the templates admin panel and can manage the organization's templates

ProcureNow has created four default, "out of the box" role groups for your convenience. See below:

These default roles are only suggestions. You are welcome to create your own custom roles or change the permission sets within the default roles. Here are the default role group assignments:

Procurement:

  • Project Creator
  • Global Editor
  • Bid Poster,
  • Bid Amender
  • Contracts Admin

Project Manager:

  • Project Creator

Super Admin: (Full Access)

  • System Admin
  • Project Creator
  • Global Editor
  • Bid Poster
  • Bid Amender
  • Contracts Admin
  • Templates Admin

System Admin:

  • System Admin
  • Project Creator
  • Templates Admin

Special Note on External Evaluators:

In addition to assigning role groups to users, a user may also be designated as an "External Collaborator".

Designating a user as an "External Collaborator" will limit the user's ability to see any projects other than the ones they are explicitly invited to participate. This is in contrast to a standard user who has the ability to view all of your organization's projects in ProcureNow.

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