Orbidder users must be assigned one or more roles in order to use Orbidder. User roles are assigned by the Head of Procurement or by a Client Administrator and can be accessed by clicking the “Users” tab on the main menu and selecting the edit option for an individual user.
The abilities of the available roles are set out below.
Please note: Roles are stackable: you can assign more than one role to a single user, and that user will have access to all of the functions available to those roles.
Most roles will be filled by multiple users, with the exception of Head of Procurement, which should be filled by only one user.
Head of Procurement
- Can add and manage users and define user roles
- Can add and manage departments, divisions, and categories
- Can manage email notifications
- Can create projects
- Can delete projects
- Can see, review and edit all projects
- Can assign or reassign drafters
- Can edit information entered by other drafters
- Receive notifications when new projects are created
- Must assign Procurement Leads for all new projects
- Can finalize projects and generate completed RFX documents
- Can access Project Metrics Reports for all projects
- Can add, delete, and edit documents in the Local Vault
- Can add, delete and edit Snippets
Procurement Leads
- Can create projects
- Are assigned to lead projects by the Head of Procurement
- Can see, review and edit only projects they are assigned to lead
- Receive notifications when they are assigned to lead projects
- Are responsible for assigning drafters and setting due dates on projects they lead
- Receive notifications when their assigned drafters complete drafting assignments
- Can finalize projects they lead and generate completed RFX documents for those projects
- Can access Project Metrics Reports for projects they lead
- Can add, delete, and edit documents in the Local Vault
- Can add, delete and edit Snippets
Project Initiators
- Can create projects
- Can see only projects they have created
- Cannot review or edit projects
Drafters
- Can be assigned drafting roles on projects
- Receive notifications when they are assigned a drafting role
- Receive notifications when due dates change
- Can see only projects on which they are assigned
- Can draft and edit only sections they are assigned
- Can see but not edit content entered by other drafters on the same project
Client Administrators
- Can add and manage users and define user roles
- Can add and manage departments, divisions, and categories
- Can manage email notifications
- Can create projects
- Can see only projects they have created
- Cannot review or edit projects
Observers (Organization)
- Can see and review all projects, but cannot edit
Observers (Project)
- Can see and review projects they are assigned to, but cannot edit