This article provides Administrators with the step-by-step instructions for editing the access and permissions of existing users within the CORE modules. You will use the Control Panel to manage a user's details, which determines their access, permissions, and inclusion in approval routes.
Prerequisites
You must be an Administrator to access the Control Panel and manage user profiles.
Access the Control Panel
- Click the cog icon in the top right-hand corner of the screen.
- Select Security > Users and Groups from the menu on the left.
- Result: This area allows you to create and manage user profiles.
- Result: This area allows you to create and manage user profiles.
Edit User Details
- Locate the user by filtering for their Display Name (name) or Role name (email address).
- Click Edit to the right of the user's name.
- Enter or update the information in the available fields based on the required user details below.
| Field | Input | When is this input required? |
|---|---|---|
| User Name | User's email | Always |
| Display Name | User's first & last name | Always |
| User's email | Always (Ensures the user receives system notifications.) | |
| Supervisor | Supervisor's email | Only if a user's supervisor is referenced for approvals. |
| Financial Approval Limit | Approval limit excluding GST | Only if a user's individual financial limit is referenced for approvals. |
| Department | User's department | Always (Ensures the user can view records within their department, applicable for Plans and Contracts only, not Evaluations.) |
| Position | User's position | Only if a user's position is referenced for approvals. |
| Enabled? | Yes | Always |
| Member Of Groups | GTM SSO Users | Always (Ensures the user can access Home, Procurement Planning, Advanced Evaluations and/or Contract Management.) |
Edit Role Name (if needed)
If a user's role name needs to be updated:
- From the search view, click on the user and select Rename.
- Enter the new role name.
- Click the Rename button.
Important: The Role name entered in the Control Panel must be in all lowercase and must match the email the user is registered with in Go to Market.
Results / Validation
The details entered in the user's profile in the Control Panel immediately determine their access, permissions, and inclusion in any approval routes.
What's Next / Related
- User Permissions: Refer to this help article for information on additional User Groups a user may need to be added to depending on their required level of access.
Limits & Notes
- CORE modules include, but are not limited to: Procurement Planning, Advanced Evaluations, Contract Management (Lite or Advanced), and Freedom of Information.
- There may be additional User Groups a user should be added to depending on their required level of access. See the help article on 'User Permissions' for more information.