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Procurement Portal - Teams Setup

Caroline Buckland Updated by Caroline Buckland

Overview

Teams can be used in the Portal, this allows users to view documents of others in that team. The Team’s first need to be setup in Financials, the Team or Teams or then assigned to each user.  When a user logs into the Portal, they can then select a Team from the drop-down menu.  The default team will be displayed first.  The teams option also needs to be switched on from the Administration section of the portal.

Setup

Procurement Portal

Access the Administration section of the Portal, followed by the Purchasing tile.  Flag the Team Working option.

Select Save, once complete.

Create the Teams in Financials.

Access the following menus to create the team.

Main Menu>Systems Admin>System Wide Controls>Users and Roles> Teams

Use the Insert action.

Enter a Code and Description.

Update, create all the required teams.

To add the Teams to a user, access the following menus.

Main Menu>Systems Admin>System Wide Controls>Users & Roles>Users

Locate the user and select Edit>User Team

Enter all required teams and flag one as the default.

When a user then access the Procurement Portal the Teams option is then available.

When selecting None – this will show only the users documents.

Selecting a team that is not their default will show all other users documents in that team but not theirs.  Selecting their default team will show theirs and the teams.

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