Collaborator Permissions for Bid Requests

  • Updated

These roles define what a user can see, edit, or communicate within created Bid Requests and RFPs.

 

Core Access Roles

Role Name Access Description
Read Allows the user to view the Bid Request summary, selected suppliers, attachments, and requirements. Excludes access to comments but includes view access to Public Messages only.
Administrator (Full Control) Allows the user to update the Bid Request summary, suppliers, attachments, and requirements. Includes full access to both Comments and Messages.

Collaboration Roles

These roles are specifically designed for scenarios where multiple buyers or departments are working together on a single bid.

  • Collaborate: Add Requirements: Allows the user to add their own specific requirements to the Bid Request.

  • Collaborate: Add Requirements & Evaluations: Allows the user to add both requirements and the criteria for evaluating them.

  • Collaborate: Update Requirements: Users can add volume (quantity) to existing requirements but cannot add new lines.

  • Collaborate: Update Requirements & Evaluations: Users can add volume to existing lines and manage associated evaluations but cannot create new lines.

 

Communication & Message Permissions

The system distinguishes between internal, workgroup, and supplier-facing communications:

  • Internal/Workgroup: 

    • View Workgroup Comments: Allows the user to view Workgroup comments.
    • View Internal Messages: Allows the user to view Internal Messages.
    • Write Workgroup Comments: Allows the user to view and write comments to the Workgroup.
    • Write Internal Messages: Allows the user to view and write messages to Internal members.
  • Supplier/External:

    • Write Public Messages: Allows sending messages to all collaborators and invited suppliers.

    • Notifications Write: Allows the user to post updates to the Public Notifications area.

    • View/Write Supplier Comments: Controls interaction specifically with the supplier's feedback or queries.

  • Private:

    • View/Write Private Messages: Restricts access to one-on-one or sensitive message threads.

 

Evaluation & Scoring

  • Can View All Scores: A specialized permission that allows a user to see the cumulative or individual scores assigned during the bid evaluation process.

 

What's Next/Related