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Giving permission to create Tenders to an existing user role

As the Org Admin, you can edit an existing user role to give permission for users to manage Tenders.
  1. Click the Setup button on the Module Menu, and under Configuration, click Configure User Role Settings.
Setup Config User Roles Menu
  1. Scroll down to Tenders – new module.
  2. For each Tenders – new module security setting, under the role name column, choose:
  • 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. This is the default setting for each security setting.
  • Grant - allow access to the role.
  • Deny - to deny access to the role. In general, this is not recommended.
  1. Click Save.
Setup Config Other Role for Tenders

Available Tender security settings

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.

Anyone who receives a Tenders invitation is automatically granted access to Create a tender response and View organization’s tenders. You don't need to edit a user role if this group of users will only be receiving Tenders invitations.

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