When Category Authorisation is activated, the visible data for users is determined by the categories linked to their accounts.
Users with the role 'Spend Category User' only have access to the 'Categories' menu within Spend.
Only a 'Client Administrator' can modify user accounts.
This article explains how categories can be linked to user accounts via Admin>General Settings>Users and describes the use of profiles to assign categories to 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
If Category Authorisation is activated, the data that users see is determined by the categories linked to their accounts. They only see suppliers and contracts linked to at least one of the categories also linked to the user accounts.
Users with the role 'Spend Category User' only see the 'Categories' menu item in Spend, containing data from the categories linked to their account.
Please note, only users with the role 'Client Administrator' can make changes to user accounts.
Linking categories to a user account
- Go to Admin>General Settings>Users.
- Select a user.
- Go to the 'Categories' tab.
- In the left list you see all available categories, in the list on the right you see all already linked categories.
- Link the desired categories by selecting them and clicking the 'Add' button. You can remove categories by selecting them in the right column and clicking 'Remove'.
Assigning categories via a profile
Not familiar with profiles yet? Click here.
In the 'Profile Settings' tab of the profile, you can link and unlink users. In the left list you see all available users (who are not yet linked to a profile), in the list on the right you see all already linked users.
To actually apply the profile links to the linked users, click 'Apply Settings'. Then choose which links you want to transfer to the users.