Community Administrator |
Admin |
NOTE: Users assigned the Community Admin role can switch into other users and make changes if Switch User Edit is enabled. If turned on, the history tab will show data of the actions that were undertaken while a different user was switched in.
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Community Features |
Admin |
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Community Management |
Admin |
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Community Profile |
Admin |
- Administration menu visible.
- Manage administrator functions that relate to the community profile such as community name, branding, welcome text, links, community email addresses and more.
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Community Supplier Administrator |
Admin |
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Catalog Reviewer |
Admin |
- Visibility of all supplier catalogs shared with the community
- Administration of the Buyer Groups that have visibility of the catalog
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Accept or decline new and updated catalogs
- Based on Community Catalog Approval settings
- Will receive notifications for catalog approval
- Comment to the suppliers related to their catalogs
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Supplier Request Administrator |
Admin |
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User Administrator |
Admin |
- Administration menu visible.
- Manage community users including user details and roles.
- Cannot allocate a user the Community Administrator role.
- Manages the Organization settings and Org Units
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Organization Settings
- PO terms and Conditions
- Locations
- Sharing and Sensitive Transactions settings
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User Support |
Admin |
- Allows User to Switch into other users to assist with support.
- Not able to make changes while switched into other users, including transaction updates or returning a cart from a supplier.
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View Tax Profiles |
Admin |
- View Tax Profiles (W9/W8BEN forms) submitted by suppliers.
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View Transactions |
Admin |
- Users with this role can view any transaction (Purchase, Invoice, Expense, Bid Request, Payments etc) throughout the entire community.
- Without this role, users may only see transactions they are involved in.
- Gives the user a menu option called Reporting, where they are able to see and run reports on community data.
- Allows the user to see the Procurement and Performance dashboards.
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Approval Administrator |
Approvals |
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Escalate Approval |
Approvals |
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Contracts Administrator |
Contracts |
- Allows users to make changes and edit a contract as if they were the owner of the contract without being a member of the contract.
- Allows users to able to access the Documents and Transactions tabs without being a member.
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Create Contracts |
Contracts |
- Contracts menu visible.
- Create new contracts
- Users would need to have this role assigned to create contracts even if they already have the Community Administrator role.
- Users are able to view any Contracts they are a member of (not all contracts)
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View Contracts |
Contracts |
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Expense Administrator |
Expenses |
- Expenses menu visible.
- Create expense claims.
- Create expense claims on behalf of other users.
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User is able to Edit Expense Types, Payment Types, Reimbursement Types and Settings under Expenses.
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Expenses |
Expenses |
- Expenses menu visible.
- Create expense claims.
- Users would need to have this role assigned to create expenses even if they already have the Community Administrator role.
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On Behalf of Expenses |
Expenses |
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Create Buyer Invoices |
Invoicing |
- Allows Buyers the ability to process invoices which relate to their orders only.
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Create Invoices |
Invoicing |
- Users with this role can view any transaction (purchase, invoice, expense, bid request, payments etc) throughout the entire community.
- Reporting menu available and able to create and export reports and transaction runs on the community data.
- Invoices outside community tolerances (Rejected/On Hold/ Pending Buyer/Requester Approval) - Depending on community settings they can Reject, Force Match, Send for Approval or Cancel an invoice outside tolerance.
- PO Flip enabled - Use the Order to Invoice feature.
- Retrofit Invoices enabled - Create invoices for orders not yet in Unimarket for buyer approval.
- Invoice Inbox enabled - Access and full use of the Invoice Inbox.
- Users would need to have this role assigned to create invoices even if they already have the Community Administrator role.
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Can upload Payment Status information
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Browser |
Procurement |
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Buyer |
Procurement |
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Create Blanket Order |
Procurement |
- Create Blanket Orders.
- Users require this role to create blanket orders even if they already have the Community Administrator role.
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On Behalf Of |
Procurement |
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On Behalf Of Receiving |
Procurement |
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Over Receiving |
Procurement |
- Allows users to receive more than the ordered quantity if Over Receiving is enabled.
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RFQ |
Procurement |
- Initiate simple RFQs with suppliers.
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Bid Request Collaboration |
Sourcing |
- Sourcing menu is visible.
- Gives users with the Bid Requests role the ability to select collaborators when creating a bid request.
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Bid Requests |
Sourcing |
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