Adding Members to an Existing Group

How to: Add Members to an Existing Group

PRO-TIP: It is not recommended to add a single user to multiple groups with different permission levels.

  • On the landing page, click on the ‘Groups’ tab:

  • Select the group that you want to add members to and click on the ‘Edit Group’ button at the bottom of the screen:

  • Click on the ‘Members’ tab:

  • Select the user that you want to add to the group:

  • Click the ‘Update Group’ button at the bottom of the screen.

Appendix 1 – Permission Definitions

The following are high-level definitions of the various permission levels found in the system:

Permission

Definition

Bids and Tenders

 

Create Public Bids

Ability to create public bids.

Create Prequal Bids

Ability to create  pre-qualification bids.

Create Private Bids

Ability to create Private (Invitation Only) bids.

Delete Bids

Ability to erase bids from the system.

Edit Templates

Ability to edit bids with the status of "Template"

Manage Bids

Ability to create, edit, and delete bids (without the ability to publish bids).

Manage Configuration

Manage all items under the ‘Configurations’ tab (e.g., changing eBids settings, changing Messages displayed to the public, etc).

Manage Contractor Performance

Ability to create, edit, and delete Performance Evaluations (under ‘Performance’ tab in the ‘Contracts’ Module).

Manage Contracts

Ability to create, edit, and delete information in all of the tabs under the ‘Contracts’ Module.

Manage Employees

Ability to create, edit, and delete Employees within the organization’s account.

Manage Vendors

Ability to view information about all the Vendors in the system.  If the user has access to Contractor Performance, they are able to track performance at Vendor level.

Publish Prequal Bids

Ability to publish pre-qual bids.

Publish Private Bids

Ability to publish private bids.

Publish Public Bids

Ability to publish public bids.

View Contractor Performance

Access to the Performance tab in ‘Contracts’ Module with the ability to view the information but not create, edit, or delete.

View Contracts

Access to the ‘Contracts’ tab with the ability to view the information but not create, edit, or delete.

Security

 

Group Management

Ability to create groups, add, and delete users in the group.

User Management

Ability to create, delete users, and add them to groups.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk