Admin users at your organization will be granted access to the Administration Panel, which will allow them to manage both company and user settings for your team.
Click on Administration in the left-hand menu to be brought to the Administration Panel.
The Administration Panel grants you access to the Company and User management routines.
From the Company Info tab, you will be able to update your logo and edit the Terms and Conditions for both RFQ and RFP.
You can also update any NDA language used for RFPs here.
Preferences gives you access to a number of configurations that will affect all users at your organization.
Each of the Preferences is accompanied by a description of the setting and what effect the configuration will have on the users based on how it is set.
The Locations tab will allow you to manage Addresses across all users at your organization.
The Add Address button will allow you to create new Addresses for use by all users.
Addresses can be edited or deactivated using the three vertical dots to the right of the entry.
The Categories tab will allow you to manage Categories and Subcategories across all users at your organization.
The Add Category and Add Subcategory buttons will allow you to create new Categories and Subcategories for use by all users.
Categories and Subcategories can be edited or deactivated using the three vertical dots to the right of the entry.
The first Users tab is the Procurement tab, which allows you to manage all Buyer, Supervisor, Admin, and Observer users.
You can use the Create Users button to grant access to new users of the Fairmarkit platform with the above account permission sets.
The three vertical dots to the right of the User will allow you to generate an invitation for the user once a new account is created, edit their level of access to Fairmarkit, control their individual configuration settings, deactivate any unnecessary accounts, and audit the user's activity in Fairmarkit.
Users will default to the company-level configurations if their Preferences are not edited.
Users with access to the Fairmarkit Requester Form can be managed in the Requesters tab.
Learn more about Requesters here: Using Fairmarkit as a Requester
These users are managed in the same fashion as Procurement user with the exception that they do not have configuration Preferences, as they have a more limited form of platform access.
As an Admin user, you can create and manage groups of users in the Teams tab.
The Create Team button allows you to customize a new group of users.
Fill out your Team Name and, optionally, select a Location from the drop-down menu.
Then, create any number of Tags for your team by combining a Tag Key with as many Tag Values as you wish.
Your Fairmarkit Customer Success Manager can generate reporting for you based on the Tags you apply to your Teams.
After you create your Team, use the Add Users To Team button to assign users to your Team.
The three vertical dots to the right of the Team will allow you to make changes to the Team or delete it if necessary.
The three vertical dots to the right of a Team Member will allow you to designate that user as a Team Lead or Delete them from the Team. This will also allow you to revoke the Team Lead position.
In addition to managing their own events, Team Leads have the ability to view and edit the events of their fellow team members, reassign events, and manage Templates created by team members.
Only users assigned to the Buyer role can be assigned as a Team Lead, as Supervisor and Admin users already possess the capabilities granted by the Team Lead position.
Buyers that are part of a team can reassign their events to any team member, an organization Supervisor, or an organization Admin with this permission. If your organization doesn't use Teams, Buyers can reassign events to any other Buyer within your organization.
If you have any questions about the Administration Panel or any other Fairmarkit functionality, please don't hesitate to reach out to us at email@example.com.