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User Roles and Permissions

This section explains the different user roles within the system and the permissions associated with each role.

Profile Editors

Profile Editors are users with special permissions to manage and approve other users within their organisation. This role is automatically assigned to the first user who registers a new organisation. Here are the key responsibilities and permissions of a Profile Editor:

Responsibilities:

  1. Approving New Users:

    • Profile Editors receive email notifications when new users request to join their organisation.
    • They have the ability to approve or reject these requests via the User Approval page.
    • Approving a user associates the new user's contact record with your organisation.

  2. Managing Organisation Details:

  3. Maintaining Organisation Security:

    • Profile Editors ensure that only authorised users are allowed to represent the organisation in the system.
    • They are responsible for approving or rejecting new users who wish to join their organisation.

Permissions:

  • Approve or reject user requests to join the organisation.
  • Update the organisation’s details and profile.
  • View and manage users associated with the organisation.

Standard Users

Standard Users are users who have registered and are associated with an organisation, but do not have the same permissions as Profile Editors. Here are the key features of a Standard User:

Responsibilities:

  1. Tender Purchases and Bid Submissions:

    • Standard Users can purchase tenders and submit bids, provided they are associated with an organisation and their request to join has been approved by a Profile Editor.

  2. Managing Personal Account:

    • Standard Users can update their personal details, including their first name, last name, and email address, via their Account Profile page.
    • They can also reset their password if needed.

Permissions:

  • View and update personal account details (but not organisation details).
  • View contracts and contract documents for national contracts and contracts belonging to their organisation.
  • View, or View & Assess TenderBox Bids that they have been granted access to.

Key Role Differences

Role Permissions Responsibilities
Standard User View/update personal details, view & download contracts, view / assess bids when granted access manage personal account
Profile Editor Standard User permissions + approve users & update organisation details Manage organisation security, maintain profile

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