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User Access Restrictions Policy

Scope:

This policy is to provide detail on the various categories of user and the standard access they are granted to the Software.

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Policy:

Key users:

  • Administrator: has access to the Required Modules and associated configuration
    options and can add projects, jobs, costs and specifications.

  • Project manager: has restricted access to use the Required Modules and can add projects, jobs, costs and specifications, with no access to configuration options.

  • Buyer: has restricted access to the Required Modules and can add projects, jobs, costs and specifications, with no access to configuration options, brand management, charging, e-procurement and reports.

  • Procurement Manager: has access to all the functionality available on Sourcing with the exception of the settings for this module, with additional access to allow the user to research, define, tender and award any number or type of contract in compliance with the Public Contracts Regulations. They can see and manage all requirements and contracts. They can create, publish and manage questionnaires, responses, notices (e.g. on Contracts Finder, Find a Tender, etc.) and documentation, as well as managing participation and use of these contracts.

  • Contract Manager: has all the functionality available to a Procurement Manager user except for the option to create and publish notices, and also has access to the Sourcing functionality on Panacea Software to allow them to research, tender and manage contracts for which they are named as a Contract Manager.

  • Contributor: has restricted access to the Required Modules with no access to add projects, jobs, costs or specifications, and with no access to configuration options, charging, e-procurement or reports.

  • File share: has access to specified documents folders only on those jobs in which they are involved.

  • Finance officer: has restricted access to specified reports and an overview of jobs and projects only.

  • Asset manager: has access to check, manage and approve assets, grant permission for their use, revoke permissions in case of opt-out, manage asset settings, rules and tags.

  • Media manager: has full access to Panacea Reach module to manage, monitor and report on enquiries, subjects, releases, projects, tasks and media contacts.

  • T&I Administrator: has access to settings and automated workflow for T&I booking management, can add jobs, costs and booking requests, and has access to T&I reports.

  • T&I Buyer: has access to automated workflow for T&I booking management, can add jobs, costs, booking requests, and restricted access to T&I reports.

 

Unlimited (FREE) Users:

  • Authoriser: has restricted access to authorise orders placed by members of their teams/departments.

  • Asset approver: has restricted access to approve imported assets.

  • Asset library: has restricted access to the assets they have approval to use.

  • Client: has restricted access to the client interface of Required Modules only.

  • Client Manager: has restricted access to the client interface of Required Modules and has restricted access to process orders placed by their teams/departments.

  • Client Admin: has restricted access to the client interface or Required Modules and can place orders on behalf of their teams/departments.

  • Evaluator: has restricted access to evaluate and score bids from interested providers participating in e-procurement and tenders.

  • Interested Provider: has restricted access to register interest in advertised opportunities. They can review tender documentation, review and ask clarification questions and answers on their interface. Here they can complete, save and submit responses to pre-tender research activity and tender opportunities.

  • Stakeholder: has restricted access to the Sourcing module with the option to view documents and suppliers, to create notifications for themselves and other stakeholders and comment on those Requirements on which they are named as a Stakeholder.

  • Supplier: has restricted access to the supplier interface of Required Modules only to manage their prices, respond to quote requests and provisional enquiries, accept orders, confirm delivery and submit invoices, as required by the Subscriber.

  • T&I supplier: has restricted access to manage their appointments, bookings and calendar.

  • Timesheet user: has the ability to record time worked on jobs which they have worked on or are linked to their name only.

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