System Admin

  • Invite and Set Up a New User in Go to Market (GtM) and CORE

    This article provides step-by-step instructions for Administrators to invite a new user via Go to Market (GtM) and then configure their access and additional permissions wi...

  • Edit User Access and Permissions in CORE Modules

    This article provides Administrators with the step-by-step instructions for editing the access and permissions of existing users within the CORE modules. You will use the ...

  • How to Add a User to a User Group

    Follow these steps to add a user to a User Group so they inherit the group's additional permissions. You must be an Administrator to perform this task.PrerequisitesYou must...

  • Create and Manage Departments and Positions

    This article shows Administrators how to create, edit, and manage Departments and Positions within the account through control panel. Departments are mandatory for record a...

  • Access and Filter the Email Outbox

    Use the Email Outbox to view all system-triggered emails, including reminders and action-based notifications, and filter the report to find specific sent emails.Prerequisit...

  • Create a Document Template with Mail Merge Codes

    This how-to guide explains how to create and upload a customised Document Template using mail merge codes to automatically pull data from modules like Contracts or Procurem...

  • Bulk Reassign Records to a New User

    Use the Bulk Record Reassignment function to transfer all records currently assigned to one user to another user. This is typically used when an assigned user leaves the or...

  • Delete a Record in CORE

    This guide provides the steps to permanently delete a record, such as a contract, variation, or payment certificate, within the CORE modules. Only users with Admin permissi...

  • Manage Home Page Settings in System Settings

    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 ent...

  • Set up and Enable Custom Reporting Fields

    Use custom reporting fields to capture, analyse, and report on data that is not already included in the Contract Management, Procurements, or Vendors modules. This data can...

  • User Permissions Overview

    This article outlines how user permissions are determined across Procurement Planning, Advanced Evaluations, and Contract Management modules. User permissions, which govern...

  • Substituting Another User in CORE While They're Away

    Use this procedure to set up a substitution rule, which allows one user to impersonate another specified user and receive their system notifications for a set period. This ...

  • Manage Email Reminder Settings

    This article guides System Administrators on how to modify per-record and report email reminders. You will learn how to customise the set recipients, frequency, subject, an...