Adding collaborators helps you in your daily life: they can contribute to your projects or replace you during your absence for example.
Discover the different roles:
At the company level
Administrator of the company account
This is the highest role for a company, it allows the user to manage company settings and collaborators, but also to view and manage all company objects.
add collaborators to the company,
add collaborators to entities,
give roles to collaborators,
validate requests to join the company,
disaffiliate collaborators from the company
Manage company parameters (company and entity levels)
View and manage all objects within the company's scope (RFPs, proposals, missions, Timesheets, invoices)
+ buyer role permissions
Positioned on one or more expense line(s), the buyer can be assigned as "Buyer" on the RFPs. Depending on the parameters of your account, he will be able to negotiate the price of the service and validate the selection of the service provider to start a project / validate the purchase order.
At the entity level
Manager and deputy entity
This is the equivalent of the company administrator role, but at the entity level.
View and manage all objects within the entity's scope (RFPs, proposals, engagements, Timesheets, invoices).
Can be positioned as a validator on a validation workflow
This role allows the user to view and manage all objects in the entity.
The Manager role allows an employee to act on all the entity's RFPs, Purchase Orders and Timesheets.
Please note that when the company administrator adds a collaborator to their company from the collaborators page and selects an entity, the user will always be added to that entity with the "Manager" role by default.
This role is used to manage the issue of object confidentiality. An Operational can only see and manage their own objects.
An employee who has the role of Operational on an entity can only see and manage Requests for Proposals, Purchase Orders and Timesheets of his activity perimeter, in other words, of the projects on which he is positioned as an operational manager. Similarly, he may not select any other operational manager than himself when creating a Request for Proposal for the entity for which he is positioned as an Operational Manager.
This role cannot be combined with any other type of role within the company.
An employee with the Operational role on at least one entity will not appear in the selection of other roles, and vice versa.