This article outlines the process of managing user roles and profiles within the ISPnext environment, specifically for applications such as Vendor Management, Contract Management, Spend Analytics, and Sourcing.
User rights are determined by roles linked to user accounts.
To manually link roles, navigate through Admin settings to User Management, select a user, and manage roles via the 'Roles' tab.
Users can also be connected to profiles, which involves selecting a profile and linking users through the 'Profile settings' tab. If a user is unavailable for selection, they may already be assigned to another profile.
After linking users to a profile, settings must be committed to transfer them to the users.
The article below pertains to Source to Contract (S2C) for the following applications and/or module(s):
Vendor Management
Contract Management
Spend Analytics
Sourcing
User rights are primarily determined by roles. You link roles to user accounts to give them certain rights within the ISPnext environment. You can read the meaning of each role here.
Link roles manually to a user account
- Go to Admin > General settings > Users > User Management > Users.
- Select a user.
- Go to the 'Roles' tab.
- In the list on the left you see all available roles, in the list on the right you see all already linked roles.
- Link the desired roles by selecting them and clicking the 'Add' button. You can remove roles by selecting them in the right column and clicking 'Delete'.
Connect users to a profile
Don't know anything about profiles yet? Click here.
- Go to Admin > General settings > Users > Profiles > User profiles.
- Select the profile you want to link the user(s) to.
- Go to the 'Profile settings' tab.
You can link and unlink users in the 'Profile settings' tab of the profile. In the left list you see all available users (which are not yet linked to a profile), in the list on the right you see all already linked users.
This most likely means that the user is already assigned to another profile.
First remove the user from the currently assigned profile.
Then choose which group of settings, contained in the profile, you want to transfer to the users.