Local Group & Buyer Management

  • Local Group Overview

    A Local Group is a logical grouping of users, specifically Buyers and Local Group Managers, within your organisation's system. These groups are used to organise users based...

  • Creating a New Local Group

    Use this guide to create a new Local Group and assign its owner within the system. This task is necessary when you need to establish a distinct group for users, such as Bu...

  • Inviting New Buyers

    This article explains the two methods you can use to allow staff members to register as a Buyer: sending a direct invitation or providing a self-registration link. Use this...

  • Enable External and Marketplace List Access on a Local Group

    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 ...

  • Impersonate a User Account

    This guide shows Super Admins, Local Group Administrators, and Local Group Managers how to temporarily access another user's account to view their activity or make changes ...

  • Transferring Ownership of a Local Group

    Transfer the management responsibility of a Local Group from one administrator to another using the Admin Tools menu. This process ensures the appropriate administrator can...

  • Set up Buyer Registration Approvals

    This article provides step-by-step instructions for Super Admins or Local Group Administrators to enable manual approval for new Buyer registrations within a Local Group. ...

  • Configure an Email Domain Whitelist

    This article outlines the steps for a Super Admin or Local Group Administrator to configure an email domain whitelist. This allows Buyers registering with a specific email...

  • Approve a New Buyer Registration

    This article guides the relevant Administrator (Super Admin or Local Group Administrator) on how to approve or decline a new Buyer registration that is pending approval. Ad...

  • Approve a Buyer's Email Address Change

    This article guides the relevant Administrator (Super Admin or Local Group Administrator) on how to approve or decline a Buyer's request to change their email address. Adm...

  • Transferring Users Between Local Groups

    This article provides the step-by-step instructions for Super Admins and Local Group Administrators to move a Buyer or Local Group Manager from one Local Group to another.P...

  • Update a Buyer's Manager

    This article guides Super Admins or Local Group Administrators on how to view and change the assigned Manager for a Buyer in their Local Group. The Manager is the Buyer's p...

  • Update the Recommended Minimum Number of Suppliers on a Request

    This article explains how to set the recommended minimum number of Suppliers that Buyers in a Local Group should select when creating an Request. This setting is useful whe...

  • Enable and Manage Individual & Local Group Request Templates

    This article guides Super Admins and Local Group Administrators through enabling and managing Individual Request Templates and Local Group Request Templates within their ma...

  • Remove Buyer Rights from a User

    Remove a user's Buyer Rights to prevent them from creating and posting new requests to suppliers. The user will still be able to log in and view their request history.Prere...

  • Remove a User Account (Delete)

    Removing (deleting) a user account permanently deletes it from the system, preventing the user from ever accessing it again. This action is irreversible.Prerequisites Roles...

  • Deactivate a Buyer's Account

    Deactivating a user account prevents the user from logging in with their credentials while keeping their account and historical data available in the system for Admins or M...

  • Transfer a User's Account to another User

    Transferring an account moves all responsibilities, including permissions, requests, managed users, Local Groups, and Supplier Lists, from one user to another. This is typi...

  • Enable Addenda for a Local Group

    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 disabl...