This article guides an Admin user through customising Addenda functionality settings for a specific Local Group within the GTM solution. Use these steps to enable or disable the Addenda feature, control the deletion of Addenda, and manage attachment settings at a group level.
Prerequisites
You must have Admin permissions to access the Admin Tools menu and edit Local Group settings.
Steps
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Navigate to the Local Groups and Users settings.
In the top menu bar or on the homepage left-side menu, select Admin Tools.
Click on Local Groups and Users.
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Edit the relevant Local Group.
Find the local group you want to modify.
Click the three vertical dots to the right of the group, and then click on Edit local group.
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Scroll to Request Settings and configure the Addenda options.
In the Local Group settings, scroll down until you find the Request Settings section.
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Review the following settings and adjust them as needed:
Allow request attachments to be deleted?: Controls if users can delete regular request attachments (not Addenda). The default is "Yes".
Enable 'Addenda' to be added to open requests?: This controls whether the Addenda functionality is available for the group. The default is "Yes".
Force all files added to open requests to be 'Addenda'?: When enabled, any new document added to an open request must be categorized as an Addendum. The default is "Yes".
Allow 'addenda' files to be deleted?: Controls if users in the group can delete Addenda files. The default is "Yes".
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Save your changes.
Click the Save button at the bottom of the page.
Results / Validation
After saving, the Addenda functionality for the selected Local Group will immediately reflect your updated settings.
What's Next / Related
Limits & Notes
Addenda functionality is generally ON at the enterprise and local group level by default, but it can be customised for individual groups.
The functionality allows users to edit a request and automatically notify suppliers of the changes.