As a System Administrator , you manage the Home page, which is a one-stop shop for everything related to your procurement and contract management. It provides a central entry point for staff to access advice, key documentation, and navigate to the required solution or process within the VendorPanel - Unimarket Company platform.
Prerequisites
You must have System Administrator permissions to access and manage these settings.
Steps
Follow these steps to access and manage the Home page elements:
Navigate to System Settings.
System Administrators will find a Manage button alongside the Sentence Builder Prompts, Announcement, and Links sections on the Home page. These links will all take you to the specific section in the System Settings.
Alternatively, click the button in the bottom right corner of the Home page to go to the System Settings.
The System Settings has an individual tab for each manageable item on the 'Home' page.
Manage Announcements.
Announcements can be used to share information with your user base.
To create a new announcement, click the + (plus) button on the right of the table.
In the pop-up, select the Switch to Edit Mode button in the top right.
Configure the following fields:
Announcement Type: Select from the available options.
Title: Give the announcement a title that will be visible to users on the Home page.
Visible period: Select a 'from' and 'to' date for which the announcement will be visible. You can also check the hide box if you need the announcement to be hidden during the visible period.
Content: Use the textbox to build out the body of your announcement; various formatting options are available.
Below the Content textbox are buttons to Delete the announcement, add Attachments (which will be downloadable), and Save Changes.
Select the Switch to Read Mode button to preview what the announcement will look like for users.
Click the Save and Close button.
The Announcement will then be listed in the table, and you can edit it at any time. You can have multiple active announcements simultaneously.
Below the table, select when to show announcements from the options:
Always (always visible, even if no active announcements).
Only if there are 1 or more active announcements.
Never (if you don't plan on using the feature).
Manage Modules.
VendorPanel - a Unirmaket Company sets up the modules available on the Home page.
Determine which groups of users will have access to each module using the dropdown list against each module.
Select the Everyone group to give all users access to the module. You may select only the Administrators to have access to a module.
Manage Links.
Add multiple links that will be visible at the bottom of the Home page.
Set the following:
Link text: The text that users can select on the screen.
URL: The address of the link (can be a link to a page in the system, an external webpage, an internal intranet page, or a document management system file).
Visible to: Select which groups you want the link to be visible to (select Everyone for all users).
Open in: Select whether the links open in a 'new' or the 'same' tab.
Manage Sentence Builder.
First, choose whether you want this feature to appear on the Home page.
The table lists all default prompts, which are not editable.
To disable a default prompt, select the prompt, open the settings pop-up, and select No against Prompt enabled.
To create a new prompt, click the + (plus) button on the right of the table.
Configure the prompt using the below:
Prompt enabled: Select whether to enable the prompt.
Prompt editable by: Leave this as Administrators.
Prompt: Fields for a 'first' (what the user first selects) and a 'second' prompt (a selectable option after the first prompt). The first prompt should ideally be something used for multiple prompts (e.g., 'find', 'learn', 'start').
URL: Where the user will be directed after selecting the first and second prompt and hitting the Go button.
Access type: Determine who sees this prompt based on either the group the user is in (e.g., Everyone or Administrators) or the modules they have access to (e.g., 'Go To Market', 'Contracts Management'). Whichever option you select will determine the field below where you select 'groups' or a 'module'.
Click Save and the new prompt will be added to the table.
Configure Home settings.
Welcome text: Include an optional message which will be visible on the Home page under your logo.
Action Summary Tile: Enable this to display a section on the Home page listing the logged-in user's summary of pending actions. Actions can be created and assigned to users against Contracts, Plans, and Evaluations.
Here is how the welcome text will display on the Home page:
Here is how the Action Summary will display on the Home page:
Configure Front Page Video.
Check the box against the Video Tile Visible setting to enable the section.
Include a heading in the field provided.
Enter the URL of the video (must be a video uploaded to either YouTube or Vimeo).
Here is how the video will appear on the Home page:
Configure Front page images / Carousel.
Use this to add an image carousel that will appear on the homepage.
Save your changes.
Be sure to Save any changes at the bottom of the page before navigating away from the screen.
Reference: Misc Tab Settings
The Misc section is in the System Settings and is used for other system-wide settings.
Logo:
Determine the logo that appears at the top of the Home page and adjust the size.
The system logo is saved in the Control Panel, and you can use the link provided to navigate there to upload a new logo.
Adjust the size using the options provided.
Document Management:
Determine how users can provide documents and files against records in the system.
Check the box if you use an internal Document Management System. This enables a field where a user can add a link whenever they upload a document.
If enabled, enter the name of the system in the textbox; the name will be displayed where users are requested to provide links to documents.
You can also enable or disable the ability for users to upload documents directly into the system.
Note that file size limits do apply to any documents being uploaded.
You can choose to enable only one or both methods.
Here is how this looks in-system:
Default Tax Percentage:
Adjust the 'Default Tax Percentage'.
This will impact any areas in the system where a value is being specified and the applicable tax is selected.
Bulk Record Reassignment:
This tool can reassign records in bulk from one person to another for a specific module by clicking the Reassign Records button.
This is useful when a user has left the business or moved teams and their assigned Contracts and Procurement Plans should be overtaken by another user.
You can find information on how to use this tool here: Bulk Record Reassignment.
Template Actions:
Actions can be created and assigned to users against Contracts, Procurement Plans and Evaluations.
This section allows you to create and manage templates of actions that can be used by all users.
Click the Create new button to start. In the pop-up window, set the following:
A name for the action.
The details of the action.
Set the frequency to be a once-off or reoccurring.
If reoccurring is selected, you also need to set the creation frequency.
Select Save and Close in the top right-hand corner to save your template.
You can edit the details of any template action by clicking on the item in the table.