These settings control all other functions within a tender that are not document dependent.
Project information
The project information permissions control access to the various reports and general project information. The permissions are split into internal and external user permissions. Some items are common between the internal and external users.
View bid evaluation
Controls access to the bid evaluation report during negotiation phase.
View Executive summary (Internal user only)
Controls permission to view the executive summary
View Project timeline (internal users only)
Controls access to view the project timeline information
View estimated and actual cost
Controls access to the estimated and actual cost in the properties section
View deliverables
Controls permissions to see the deliverables
View delivery progress
Controls permission to see the delivery/commission progress in the form of a pie chart
View reminders
Controls who can see project reminders
View attachments
Controls who can see heading and project attachments, if you have this permission you can also upload attachments as part of the project
View evaluation score reports
Allows you to view the evaluation score report for the Advanced scoring system.
View evaluations category/headings
This permission allows you to view the score manager without the need to be an evaluator.
View vendor commercial responses after awarding
This permission allows you to view the priced items from the vendor after the tender has been awarded.
View vendor commercial responses during E-bidding
This permission allows you to see the commercial response during E-bidding
Project settings permissions
Project permissions are internal settings that apply to editing project information
Edit project name
Controls what user can edit project name and project creation
Edit departments
Controls what user can edit the department when creating a tender
Edit project ID
Controls user access to turn on/off the ability to set the Project ID from system settings
Set Publication dates.
Controls access to who can set publication dates when creating or editing a tender
Edit participation (Open/Closed)
Controls who has can set participation when creating or editing a tender
Set project visibility
Controls access to set the visibility date for published tenders
Edit general options
Allows the user to edit general options
Edit disclosure options
Controls access to setting disclosure options
Edit estimated and actual costs
Controls access to Show cost features and allows users to set/edit estimated and actual costs for the tender
Edit RFx type
Controls access to allow the user to set RFx settings
Edit category
Controls access to allow the user to edit the category when editing tender information
Edit item types
Controls access to allow user to edit item types
Edit approval options
Controls access to edit approval options
Edit currency
Controls access to allow the user to edit currencies
Edit project description
Controls access to allow user to edit the project description
Edit template additional language support
Control access to allows user to edit templates in different languages (if license allows)
Edit cost centre
Controls access to the cost centre
Select simple / advanced evaluation
Controls if the user can select simple or advance evaluation, if the user does not have this permission new tenders will always use default evaluation type that is managed in the iSpec system settings.
Technical response/evaluation
The technical response/ evaluation permissions control access to viewing, scoring and accepting technical response for both vendor responses during negotiation phase and also evaluation reports
Score vendor technical response
Controls who can score vendor technical response, if this is enabled the permissions below are automatically enabled
View vendor technical response
Controls who can view technical information entered by a vendor.
View technical score
Controls who can view vendor technical score
Commercial response / evaluation
The commercial response/ evaluation permissions control access to viewing, scoring and accepting commercial responses during negotiation phase from the document and evaluation report.
Score vendor commercial responses
Controls who can score vendor commercial response, if this is enabled the permissions below are automatically enabled.
View vendor commercial response
Controls who can view commercial information entered by a vendor.
View commercial score
Controls who can view vendor commercial score
Acceptance options
Accept and negotiate vendor general response
This permission allows the user to accept and negotiate on items that have a general/technical response.
Accept and negotiate vendor pricing response
This permission allows the user to accept and negotiate on priced/commercial items.
Batch accept all items
Allows you to accept all pricing and/or general responses as compliant, to accept all items as compliant you must have both Accept and negotiate vendor general and pricing responses permission if you do not either Accept and negotiate vendor general or pricing responses then batch accepting all responses will be greyed out.
Project management permissions
Export documents
Controls access to export documents from either the project overview page or directly from in the document
Make templates available
In the template overview this permission controls whether a user may make a template available for a given language
Manage linked tenders
This permission controls the link to manage sub tenders
Rename/reorder documents
This permission controls whether documents may be dragged and dropped in the document list to re-order them
Return to preparation phase
This permission controls the link to return the tender to preparation phase. Only applicable on tenders which have not been published yet and waiting approval
Delete/cancel/recover tender
This permission controls the functions to delete, cancel or defer a tender as well as the option to recover a tender if it has been deleted.
Manage internal roles
Controls access to manage internal user roles
Manage external user roles
Controls access to manage external user roles
Start publication approval
This permission controls the link to start the publication approval once the publication approval roles have been set up correctly
Edit vendor response options
This permission controls access to the vendor submission options on the heading and on the document global settings
Start financial approval
This permission controls the link to start the financial approvals once the financial approval roles have been set up correctly.
Send invitation to tender to vendors
This link controls the link to send the vendor invitations once the project has been approved for publication
Publish tender
This permission controls the link to publish the tender manually in case no approvals have been specified and all the tender documents are complete
Open bids
This permission controls the link to open bids manually in case no bid opening approval is required
Short list vendors
This permission allows the user to short list vendors
Set technical negotiations end date
This permission controls the link to set the date on which technical negotiations were concluded during the negotiation phase
Set financial negotiations end date
This permission sets the date on which the commercial negotiations were concluded during the negotiation phase
Split tender (Award to more than one vendor)
This permission allows the user to award items to the cheapest vendor.
Select wining bid (Award)
This controls the link to select the vendor who has won the bid after the negotiations have been completed
Send email to unsuccessful bidders
This permission controls the link to send mail to the unsuccessful vendors after the contract has been awarded.
Set contract start date
This permission controls the link to set the date the contract has been signed signifying the start of the contract
Create repeat orders
This permission allows the user to create a repeat order in the Tools section.
Set tender completed status
This controls the permission to set the status of an awarded tender to completed
Manage vendor activities
This controls the permission to access and add vendor activities
Manage project flags
This controls the permission to add new Project flags
Manage project evaluations
Controls who can add new phases, start/stop evaluation phases, view ALL evaluators scores and enter moderated scores.
General options
The general options are used to control information like notifications which are available to the role. These options are similar for both the internal and external users
Receive notification of unopened correspondence
If this option is set the user would receive daily notifications of any unread correspondence that was sent to his business unit
Receive delivery notifications
If this option is set the user would receive daily notifications on any delivery items that are due or overdue
Receive notification of open inspections
If this option is set the user would receive daily notifications of any open inspections as well as notification if any new inspections that are created
Receive notifications of options to accept
If this option is set the user would receive daily notifications of any options that are to be accepted on tenders under negotiation
Receive general project notifications
If this option is set the user will receive a copy of the Invitation to Tender and Extend Tender emails.
