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Create a Tenders user role

As the Org Admin, you can create a new user role to to allow or restrict people in your organization from creating and managing tenders.
  1. Click Setup.
  2. Under Configuration, click Configure User Role Settings.
Setup Config User Roles Menu
  1. Click the Create Role button.
Setup Config User Roles Create Button
  1. Enter a name that describes the purpose of the role in the Role Name field, for example, Tenders.
  2. You can choose to automatically assign this user role to all new users in your organization - select the Assign role to new organization members checkbox.
  3. Click the Save button.
Setup Create New Tender Role
  1. Scroll down to Tenders – new module.
  2. For each Tenders – new module setting, choose Grant under the role name column to grant access to the new role.

Please note: If required, you can choose one of the following for a security setting:

  • N/A – to leave the security setting open, allowing access to be granted or denied through another role. Access is denied if not granted through another role.
  • Deny – to deny access to the role.
Setup Config Tender Role

Need more information about how Grant, Deny and N/A work? Find out here.

  1. Click the Save button.
Setup Config Tender Role Save Button

The table below describes the available Tender – new module security settings.

Security settingDescription
Create a tender addendumEnables the user to create an addendum to a tender invitation, if the user also has the View organization’s tenders security setting granted.
Create a tender invitationEnables the user to create a tender invitation.
Create a tender responseEnables the user to create a response to a tender invitation, if the user also has the View organization’s tenders security setting granted.
View organization’s tendersAllows the user to view the organization’s tender list, and from the list, view details of tender invitations, addenda and responses. Note that a user can always access any tenders they create themselves. This particular setting controls their ability to view other tenders created within the organization.

Does the tender recipient need their user role modified?

They don't. Any Tender recipients is automatically granted access to view and respond to a tender invitation. (Create a tender response and View organization’s tenders (the recipients’ organization))

Any feedback?

Thanks. A ticket has been opened with the Support Central team.