This article provides the step-by-step instructions for a Super Admin or Local Group Administrator to enable External List and Marketplace list access for a specific Local Group. By default, users in a newly created Local Group can only view and use internal supplier lists.
Prerequisites
You must be a Super Admin or a Local Group Administrator.
You must have an existing Local Group to modify.
Steps
Select Local Groups and Users under the Admin Tools menu. This menu is located either in the top menubar or on the homepage on the left-side menu.
Click on the three vertical dots to the right of the relevant local group, and then click on the Edit local group option.
Scroll down to the bottom of the section labelled Local Group Panel Settings.
Against the ‘Is Supplier List sharing enabled for this Local Group?’ setting, select Yes. Selecting Yes will make another setting appear below.
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Against the ‘Can this local group access shared panels from others?’ setting, select Yes. Selecting Yes will make more settings appear below.
External Lists are supplier lists managed by other organisations that have granted your organisation access to use them for your requests.
The Marketplace is a set of open lists, managed by VendorPanel - a Unimarket Company, that suppliers can self-register on, and which can be used for Requests and/or Public Tenders.
Configure the specific External and Marketplace access settings that now appear (see the table below for descriptions).
Click on Save at the bottom when finished.
Configuration Settings
| Setting | Description |
|---|---|
| All Buyers can create Requests to external organisation Supplier Lists (non-Marketplace Requests). Do you wish to restrict this to nominated Buyers only? | Allows all users in the group access to use External lists, or allows you to nominate specific users to have access (set against each individual user). |
| Can buyers in this local group create MarketPlace Requests? | If enabled, users in the group will be able to use the Marketplace lists to select and invite specific suppliers to a request. |
| If buyers can create MarketPlace Requests (above), do you wish to restrict this to nominated buyers only? | Allows you to restrict access to send Marketplace Requests to specific users in the group. |
| Set a default map zoom level for MarketPlace Requests or when accessing Marketplace supplier lists. | The default location radius that suppliers will be filtered to when Buyers are using the Marketplace lists for a request; Buyers can change the radius themselves. |
| Can buyers in this local group create Public Tenders? | If enabled, users in this group will be able to use the Marketplace lists to send out Public Tenders. |
| If buyers can create Public Tenders (above), do you wish to restrict this to nominated buyers only? | Allows you to restrict access to send Public Tenders using the Marketplace lists to specific users in the group. |
Results / Validation
The Local Group settings will update immediately after clicking Save.
Users in the Local Group will now have the permissions you've configured to access External and/or Marketplace lists.
What's Next / Related
To fully restrict access to nominated buyers, you will need to set the specific permissions against each individual user in the group.