User rights and permission levels


* Function for ADMIN-users


The Settings menu is shown to admin users. The menu enables the user to view the organisation's user licences, set up a new user licence and modify or remove existing user licences.


NOTE: Small-scale procurement and external users are shown in a separate menu.



Setting up a new user licence

 

There are two phases in setting up a new user licence. In the first phase, the person is set up on the Cloudia Sourcing contact detail register. The user licence is then set up in the Settings > User rights menu.

 

1) Setting up a new person:

  • Go to the "Contact detail register" on Cloudia Tendering


  • Select "My profile" -> "People"
  • Select "Add a new person"


  • Enter the new person's details
  • Click "Save"

NOTE: After saving, a telephone number can also be added for the person. The phone number is needed to start checking of goverment data.


2) Setting up a new user licence:

  • Select "Settings" -> "User rights" from the top menu
  • Select "New user"

  


Enter the user's details:

  • Level
    • ADMIN
    • Normal
    • Restricted
  • Username
    • Email address
  • Password
    • Note! The password must be at least 8 characters long and it must include numbers, upper and lower case letter and special characters
  • Username company
    • By default, the procuring organisation's details appear in this section
  • Person associated with username
    • You can select from people who have been set up on the organisation's contact detail register and who do not yet have user licences
    • Select a person for the username from the drop-down menu
  • Username
    • The name will appear in the view from the left column in the username list
  • Username description (optional)
    • Enter any necessary description text in the description field
  • Valid between (optional)
    • Set a period of validity if applicable
  • User ID (in use)
    • The user ID can be defined as active or passive

 


3) Setting up restricted user level


1. First, create a new person in the contact detail register (see section 1, setting up a new person). 


2. Set up new user level

  • Select "Settings" -> "User rights" from the top menu
  • Select "New user"

  


Enter the user's details:

  • Level
    • ADMIN
    • Normal
    • Restricted
  • Username
    • Email address
    • Note! If the system displays an error message stating that the account is already in use (for example, consultants may already have an e-mail address in the system of another contracting entity), you will need to make up any e-mail address here. The e-mail address will only be used as a ‘key’ for logging in to the correct environment. 
  • Password
    • Note! The password must be at least 8 characters long and it must include numbers, upper and lower case letter and special characters
  • Username company
    • By default, the procuring organisation's details appear in this section
  • Person associated with username
    • You can select from people who have been set up on the organisation's contact detail register and who do not yet have user licences
    • Select a person for the username from the drop-down menu
  • Username
    • The name will appear in the view from the left column in the username list
  • Username description (optional)
    • Enter any necessary description text in the description field
  • Valid between (optional)
    • Set a period of validity if applicable
  • User ID (in use)
    • The user ID can be defined as active or passive

 

  • Select the desired permission levels
  • Save

Figure 1. Fill out the account details and permission levels, and then save. After saving, a menu is displayed for selecting the calls for tenders to which the permissions will be limited. 



3. Select the calls for tenders to be displayed. 


Figure 2. Select more calls for tenders to open the search feature. When you have found the desired calls for tenders, select and save. 


Note! The call for tenders must exist in order for it to be found with the search feature.


After saving, this account will only give access to process the calls for tenders defined above in accordance with the defined permission levels. 



Permission levels


ADMIN:

  • Includes all rights

Normal:

  • Select the desired user rights level, also known as the role, from the "User rights levels" column
  • Depending on the selection, the User rights column will automatically select the options for which the user rights level's role has access on the Cloudia Tendering system
  • Mark the required Tools as permitted in the User rights column


Restricted:

  • Select the desired user rights level, also known as the role, from the "User rights levels" column
  • Depending on the selection, the User rights column will automatically select the options for which the user rights level's role has access on the Cloudia Tendering system
  • Mark the required Tools as permitted in the User rights column
  • Restricted user level can be limited only to a specific tender (look above Setting up restricted user level)