Community Administrator |
Admin |
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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 Admin |
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.
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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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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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