Community Administration

Community settings, approvals, users

Community Forms

Create Community Forms
Communities can create customizable forms to gather targeted information for various purposes (e.g., Travel, Sole Sourcing, Contract for Services), provided the feature is...
Non-Catalog Form
To ensure a custom form is available for buyers when creating Non-Catalog items, a Community Administrator must first configure it in the system settings. Enabling the Non-...
RFQ (Request for Quote) Form
If a custom Request for Quote (RFQ) form has been configured by the community, buyers will use the following steps to select and apply the form when creating a new RFQ. ...
Justification Form
The Justification form is an internal form, used to gather details from buyers during the checkout process or when creating a blanket order. Suppliers cannot view this inf...
Supplier Request Form
The Supplier Request form is a customized form used, by buyers to initiate a request for a new supplier. Enabling the Supplier Request FormA Community Administrator must co...
Expenses Form
The Expenses form is a customized form that is made available to buyers. When they create an expense entry of a specific type. Enabling the Expenses Form A Community Adm...

Setup & Manage Approvals Overview
Approvals in the system are configured and managed by users with the Community Administrator or Approval Administrator role. Administrators can access these settings via t...
Approval Configuration Settings
Users with the Community Administrators or Approval Administrator role can access and configure the general approval settings for the community. Accessing Approval Setti...
Approval Process Configuration Definitions
Unimarket offers a diverse range of approval configurations. To suit different organizational needs, from high-level departmental routing to specific line-item budget check...
Approval Levels
Approval levels define the maximum dollar value, a user can clear (approve). These levels are crucial for members of approval chains (i.e. delegated approvers). And can al...
Approval Groups
Approval Groups allow for flexible routing by assigning approval steps to a collective group, rather than an individual. This ensures that any member of the group, can prov...
Approval Chains
Approval Chains are hierarchical routing structures. That direct requisitions to the appropriate approvers, based on dollar value. The requisition moves through the chain,...

Unimarket Fillable Fields Character Limits
This guide details the maximum character counts for the most common fillable fields in Unimarket. These limits are designed to balance user flexibility with the database co...
Community Management Overview
Community Administrators and users with the Community Management role, can access these foundational settings. By navigating to the Administration module > Settings > Mana...
Demo Refresh (Production to Demo)
To update your Unimarket Demo environment to match your Production (Prod) environment, follow the structured steps below. This process involves exporting data from Producti...
Multiple Remit To Set Up (Banner Customers)
To implement or test Multiple Remittance Addresses in Unimarket (specifically for environments integrated with systems like Banner), follow this configuration and testing g...
Community Settings
Community Administrators and users with the Community Features role can, manage global system behaviors. By navigating to the Administration module > Settings > Settings ta...
Community Profile
The Community Profile screen is the central hub for branding and technical communication settings. Users with the Community Administrator or Community Features role can acc...

Switch User & Switch User Edit Settings
This article explains how Community Administrators can switch into other user profiles. To view the platform from their perspective or perform actions on their behalf. Pre...
Manage Users Overview
This article provides an overview of how to manage community users, including creating profiles, managing settings, and exporting user data. Prerequisites Roles: You mu...
User Export
Community Administrators and User Administrators can export a comprehensive list of users into a CSV file. This export is useful for auditing data or creating a template to...
Create A Community User - Manually
Individual user creation is ideal for adding a small number of users to your community. For larger groups, consider using the bulk upload process. Prerequisites Roles: You ...
Invite Community Users
This article explains how to manage and send invitations to users, allowing them to complete their account setup and create a password for their initial login. Prerequisite...
Create Community Users - Upload
This article explains how Community or User Administrators can create or update multiple user profiles simultaneously using a CSV file. In addition, to assigning roles or o...

Community Administrator Guide
Within Communities, Community Administrators have full community administrative privileges to oversee and manage, the following: User Support Organization(s) Suppliers C...
Community Supplier Administrator Guide
Within communities, Community Supplier Administrators have full supplier administrative privileges to oversee and manage, the following: Complete Supplier Export/Bulk Chang...
Administrative Refresher Workshop: Approvals (Part 1)
This article provides a video recording of the Administrative Refresher Workshop focusing on Approval configurations. Use this resource to understand best practices for man...
Administrative Refresher Workshop: Approvals Workshop (Part 2)
This article provides a video recording of the Administrative Refresher Workshop focusing on Approval configurations. Use this resource to understand best practices for man...
Administrative Refresher Workshop: Supplier Management
This article provides a video recording of the Administrative Refresher Workshop focusing on Supplier Management. Use this resource to understand best practices for managin...
Administrative Refresher Workshop: User Management
This article provides a video recording of the Administrative Refresher Workshop focusing on User Management. Use this resource to understand best practices for managing us...