To ensure the appropriate separation of duties within your organisation, every portal user (“Contact”) can be assigned one or more “Roles” within the portal. The “Role” defines the permissions that a Contact is granted to perform tasks and controls the information to which that Contact has access.
Roles permit access to specific areas of the Portal and grant access to specific functionality across the Portal (e.g. adding / editing system records).
For separation of duties reasons, no Role grants access to all Portal functionality:
Roles are designed to reflect the responsibilities within your organisation.
|Negotiating and signing legal contracts such as NDAs and usage agreements.
|Performing configuration, customising and QA of the quantity conversions.
|Portal user data management in an organisation
|Payment matters – e.g. receipt and processing of invoices and purchase orders
|Usage of BCS within an organisation, including sign-off for agreements alongside portal user data management in an organisation
|Managing relationship between a customer and their purchaser organisation (if applicable)
|Supporting a financial or management contact within an organisation
|Security-related issues to quantity conversions and their usage (usually within SAP systems
|Technical installation, upgrade or application of fixes requested by Application contacts.
You may grant more than one role to any Contact if required, and you may also grant a Role to any number of Contacts.
A granular list of permissions each Role grants is shown in the Roles & Permissions Matrix below.
Every Contact registered on the portal is based upon the information provided in the “Test Usage Key Request” (TUKR) form, submitted by the customer. If you are reading this documentation before having submitted your TUKR, see the TUKR section for specific information.
Based on TUKR information, the key roles for the customer are assigned to one or more Contacts.
After initial customer creation, Contacts and their roles can be maintained by those Contacts with the “Management” and “Cust. Admin” roles via the Contacts Manager (see Contacts Manager).
One Contact may have more than one role. Likewise, a role may be granted to more than one Contact. We welcome customers defining more Contacts with specific Roles – helping us to streamline communications between our organisations.
Below is a grid describing the permissions granted to the various roles available within the Portal: