Projects

Create a project

Create projects including setting up lots and items and assigning project attendees. It does not include access to Project Management, Surveys (RFx), Decision Optimization Analysis, or other project properties which have explicit permissions of their own.

View any project

View all projects in a system-wide branch called Subdomain. The Subdomain branch is only visible to users with this permission. The Current Projects and Historical Projects branches contain projects where the user has been assigned a project-level role. The Subdomain branch contains all projects for the subdomain.

Edit any project

Edit project properties such as lot and item structure, event start and end times, and project attendees in the Subdomain branch.

View any Live Event

View live events, including bid histories, for all lots and items for projects in the Subdomain branch.

Manage any Live Event

Manage live events for any project in the Subdomain branch. Managing events includes functions such as pausing, resuming, and proxy bidding. It does not include the ability to respond to instant messages. Rights to respond to messages come from a special role called Message Manager which is assigned to a user (in addition to a standard project role) in the Project Attendee Setup page. The project owner is the default message manager but it can be changed to another user in the Project Attendee Setup window.

Manage the Forum for any project

Respond to forum questions for projects in the Subdomain branch.

Manage bids for any project

Edit, submit, and delete bids for individual bidders. Publish bids so other participants can see them.

Send e-mails for any project

Create e-mail templates and compose and send e-mails for projects in the Subdomain branch.

Manage Project Management for any project

Open Project Management component and create and edit activities, activity statuses, and project timelines for projects in the Subdomain branch.

View Project Management for any project

Open Project Management component and view activities, activity statuses, and project timelines for projects in the Subdomain branch.

Manage Metabid Formulas

Create and modify Metabid formulas for making automated adjustments to bids on projects in the Subdomain branch.

Manage triggers for any project

Add, edit, view, and delete project triggers in Iasta SmartSource and activity triggers in Project Management for any project in the Subdomain branch.

Clone any project

Create duplicate projects from the Subdomain branch.

Delete any project

Delete any project in the Subdomain branch.

View audit log for any project

Access the audit log.

View award details

View Award Management information.

Surveys

Create a survey in any project

Create surveys for projects in the Subdomain branch.

View any survey in any project

Preview surveys for projects in Subdomain branch.

Edit any survey in any project

Modify surveys for projects in Subdomain branch.

Delete any survey in any project

Delete surveys for projects in Subdomain branch.

Manage responses for any survey of any project

Edit survey responses for projects in Subdomain branch.

Manage evaluations for any survey of any project

Edit evaluations for survey responses for projects in Subdomain branch.

View reports for any survey of any project

View survey responses and evaluations in reports for projects in Subdomain branch.

View audit log for any survey of any project

View audit log for any sruvey in the Subdomain branch.

Contract Management

Access Contract Management

Open Contract Management component.

Create a contract

Create contracts.

View any contract

View every contract created in Contract Management in the All Contracts branch of the Contracts tree. The All Contracts branch is only visible to users with this permission.

Edit any contract

Edit all contracts in the All Contracts branch.

Delete any contract

Delete any contract in All Contracts Branch.

Manage contract types

Define custom fields and create and edit contract types.

Access Contract Management Enterprise

Generate documents and upload revisions for contract documents.

Manage clause library

Add and edit global clauses in the clause library.

Manage document templates

Create and edit document templates for contract types.

Supplier Management

Access Supplier Management

Access Profiles, Triggers, and Documents tabs in Company Properties. View completed profiles and

search for companies by profile fields.

Enable/Disable Self-Registration

Access the Self-Registration tab in Profile Administration and edit the enable/disable field.

Manage Profile Administration

Access Profile Administration. Without this permission, the Profile Administration option is not available on the File menu in the Companies and Users window.

Manage Supplier Profiles

Assign profiles to companies and edit responses.

Review Supplier Profiles

Review profile responses and mark individual fields as verified, unverified, or rejected.

Optimization

Access Decision Optimization for any project

Open Decision Optimization component for any project in the Subdomain branch.

View any scenario in any project

View scenarios in projects in the Subdomain branch.

Create a scenario in any project

Build new scenarios in any project in the Subdomain branch.

Edit any scenario in any project

Modify scenarios in any project in the Subdomain branch.

Delete any scenario in any project

Delete any scenario in any project.

Use allocation constraints

Set up allocation constraints for any project.

Edit setup in any project

Modify optimization scenario setup properties including items, item groups, and freight properties for any project in the Subdomain branch.

Edit bid management in any project

Edit bids in optimization for any project in the Subdomain branch.

Use limit constraints

Set up limit constraints for any project.

Use exclusion constraints

Set up exclusion constraints for any project.

Use discount constraints

Set up discount constraints for any project.

Use qualitative constraints

Set up qualitative constraints for any project.

Use custom constraints

Set up custom constraints for any project.

Use freight bracket optimization

Set up freight estimation/optimization, map freight bid spreadsheets, and import freight bidding sheets for any project.

Unlimited constraint count

Removes limitations on the number of constraints that can be build for each project.

Use SmartOptimization

Open SmartOptimization component.

Supplier Performance Management

Access Supplier Performance Management

Open the SPM window where they can see scorecards and sessions that have been assigned to them.

Create a scorecard

Create scorecards and sessions.

View any scorecard

See all scorecards in the All Scorecards branch of the SPM tree.

View reports for any scorecard

Access all reports for any scorecard in the All Scorecards branch of the SPM tree.

Edit any scorecard

Modify scorecard properties including, subjects, attendees, and scorecard design for scorecards in the All Scorecards branch.

Manage evaluations for any scorecard

Modify status (submit or unsubmitted), edit performance and evaluation period dates and times, and edit and view evaluations in for sessions in the All Scorecards branch.

Delete any scorecard

Delete any scorecard in the All Scorecards branch.

Manage metrics

Create, modify, and delete metrics.

Other

Create and edit sponsor companies

Create, edit, and delete sponsor companies and users.

Create and edit bidder companies

Create, edit, and delete bidder companies and users.

Merge Companies

Merge one companies  into another company of the same type (bidder or sponsor)

Access to system-wide reporting

View and print subdomain reports in the Report Manager component.

Manage classifications and categories

Create, edit and delete classifications and categories that are used to organize buyers, bidders, project administrators, and projects within the subdomain.

Manage roles and permissions

Create and edit roles and permissions in the Permissions and Roles window.

Override user permissions

Override the permissions set by a user's system-wide role in the User Properties page. In addition to this permission, the user must have grant rights to a permission in order to override it.

Manage statuses and other subdomain options

Create and edit classifications, project statuses, and other options in the Subdomain Options window.

Access to child subdomains

View child subdomains.

View Resource Library

Open Resource Library to view attached documents, videos and other information.

Take ownership of locks

Take over ownership of locks on objects such as projects and surveys when in use by another user.

Edit global e-mail fields

Create and modify public global e-mail fields.

Access the Document Library

Open Document Library where you can view documents, templates, and other content where you have been assigned view rights.

Full control of the Document Library

Add, edit, view, and delete documents and templates in the Document Library.

Manage the subdomain password policies

View and edit password administration settings for entire subdomain.

Manage the subdomain e-mail settings

View and edit global e-mail settings.

Access Custom Reports

Open component for building custom reports.

Create global fields

Create fields that are globally available.

Authentication

Clone Projects

Create duplicate projects from existing projects.

Eligibility Permissions

IMPORTANT! The following permissions (located in the gray area of the System-Wide tab) are eligibility permissions. Eligibility permissions do not directly assign a permission to a user. Eligibility permissions make the user with that system-wide role eligible to be assigned the permission in project and survey roles or to assign the project and survey roles to other users.

To be assigned a project or survey role for a Iasta SmartSource project, a user must be assigned access rights to the eligibility permission for every permission enabled by the role. Similarly, to assign a project or survey role to another user, a user must have grant rights to the eligibility permission for every permission enabled by the role. If a user's system-wide role includes no access or grant rights to any eligibility permissions, that user will not be eligible to be assigned a project or survey level role or to assign a project or survey level role to other users.

Access rights control whether the user can be assigned to a role at a lower level (project or survey) that includes the permission. If you disable Access to a permission then the user cannot be assigned to a project or survey level role that contains that permission.

Grant rights control whether the user can assign project or survey-level roles containing that permission to another user and whether they can enable the permission when creating project/survey-level roles.

Project

Enabling access rights to the eligibility permissions in this section makes the user with the system-wide role eligible for project roles containing the permission. Enabling grant rights allows the user to assign project roles with the permission to other users or to enable the permission when creating/editing project-level roles.

Edit project

Eligible for permission to edit project properties such as lot and item structure, event start and end times, and project attendees.

Manage Forum

Eligible for permission to respond to forum questions.

View bidders' statuses

Eligible for permission to view Project Attendees page in project tree. The Project Attendee page lists all users who have been invited to the project along with their company name, project role, and the last date and time when they accessed the project.

Manage bids

Eligible for permission to edit, submit, and delete bids for individual bidders as well as publish bids so other participants can see them.

Send e-mails

Eligible for permission to send e-mails.

Manage Project Management

Eligible for permission to open the Project Management component and create and edit activities, activity statuses, and project timelines.

View Project Management

Eligible for permission to open the Project Management component and view activities, activity statuses, and project timelines.

Clone project

Eligible for permission to create duplicates of existing projects.

Delete project

Eligible for permission to delete projects.

View Live Event

Eligible for permission to view live events including bid histories.

Manage Live Event

Eligible for permission to perform functions such as pausing, resuming, and proxy bidding.

Manage Metabid Formulas

Eligible for permission to create and modify Metabid formulas for making automated adjustments to bids.

View bidders' names

Eligible for permission to view bidders names in live events.

View unpublished bids

Eligible for permission to view unpublished bids.

Override permissions

Eligible for permission to override permissions for project and survey-level roles.

View audit log

Eligible for permission to view audit log.

Surveys – Sponsor Permissions

Enabling access rights to the eligibility permissions in this section makes the user with the system-wide role eligible for project roles containing the permission. Enabling grant rights allows the user to assign project roles with the permission to other users or to enable the permission when creating/editing project-level roles.

Create surveys

Eligible for permission to create surveys.

View surveys

Eligible for permission to preview surveys.

Edit surveys

Eligible for permission to modify surveys.

Delete surveys

Eligible for permission to delete surveys.

Manage survey responses

Eligible for permission to edit survey responses.

Manage survey evaluations

Eligible for permission to edit evaluations for surveys responses.

View survey reports

Eligible for permission to view survey responses and evaluations in reports.

Optimization – Sponsor Permissions

Enabling access rights to the eligibility permissions in this section makes the user with the system-wide role eligible for project roles containing the permission. Enabling grant rights allows the user to assign project roles with the permission to other users or to enable the permission when creating/editing project-level roles.

Access Decision Optimization

Eligible for permission to open the Optimization component.

Create scenarios

Eligible for permission to create and configure scenarios.

View scenarios

Eligible for permission to view scenarios.

Edit scenarios

Eligible for permission to modify existing scenarios.

Delete scenarios

Eligible for permission to delete scenarios.

Surveys

Enabling access rights to the eligibility permissions in this section makes the user with the system-wide role eligible for survey roles containing the permission. Enabling grant rights allows the user to assign project roles with the permission to other users or to enable the permission when creating/editing survey-level roles.

Preview survey

Eligible for permission to preview surveys.

Edit survey

Eligible for permission to modify surveys.

Delete survey

Eligible for permission to delete surveys.

Respond to survey

Eligible for permission to compose and submit responses to survey.

Evaluate survey

Eligible for permission to evaluate survey responses and submit evaluations.

Show respondent names during evaluation

Eligible for permission to view the names of the respondent when evaluating survey responses.

Manage survey responses

Eligible for permission to edit survey responses.

Manage survey evaluations

Eligible for permission to edit evaluations of survey responses.

View survey reports

Eligible for permission to view survey responses and evaluations in reports.

View audit log

Eligible for permission to view audit log.

SmartContracts

Enabling access rights to the eligibility permissions in this section makes the user with the system-wide role eligible for contract roles containing the permission. Enabling grant rights allows the user to assign project roles with the permission to other users or to enable the permission when creating/editing contract-level roles.

Edit this contract

Eligible for permission to edit contracts.

Delete this contract

Eligible for permission to delete contracts.

View the attachments in this contract

Eligible for permission to view documents in contracts.

Upload new attachments to this contract

Eligible for permission to upload documents in contracts.

Upload revisions to any document in this contract

Eligible for permission to upload revisions to documents in contracts.

View authored documents

View files in the document revisions list for contracts.

Generate authored documents

Create contract documents in Microsoft Word format from the document template.

Upload revisions to authored documents

Upload revisions to contract documents.

Delete authored document revisions

Delete revisions of contract documents.

Scorecards

Enabling access rights to the eligibility permissions in this section makes the user with the system-wide role eligible for supplier performance management roles containing the permission. Enabling grant rights allows the user to assign project roles with the permission to other users or to enable the permission when creating/editing Supplier-Performance-Management-level roles.

View reports for this scorecard

Eligible for permission to view scorecard reports.

Edit this scorecard

Eligible for permission to edit scorecards.

Manage evaluations for this scorecard

Eligible for permission to manage evaluations.

Evaluate this scorecard

Eligible for permission to evaluate scorecards.

Delete this scorecard

Eligible for permission to delete scorecards.

Project – Bidder Permissions

Enabling access rights to the eligibility permissions in this section makes the user with the system-wide role eligible for bidder project roles containing the permission. Enabling grant rights allows the user to assign project-level roles with the permission to other users or to enable the permission when creating/editing survey-level roles for bidders.

Submit questions to forum

Eligible for permission to submit questions to a project forum as a sponsor user with a bidder role.

View Live Event

Eligible for permission to view live events as a sponsor user with a bidder role.

View Live Event as another bidder

Eligible for the following permission as a sponsor user with a bidder role: associate a Qualified Bidder Spectator with another Qualified Bidder so that when the bidder spectator accesses the Live Event, they view the associated bidder's ranking and bid amounts, but they don't have access to place a bid themselves.

Place bids in Live Event

Eligible for permission to submit bids as a sponsor user with a bidder role.

Surveys – Bidder Permissions

Enabling access rights to the eligibility permission in this section makes the user with the system-wide role eligible for bidder project roles containing the permission. Enabling grant rights allows the user to assign survey roles with the permission to other users or to enable the permission when creating/editing survey-level roles for bidders.

Respond to survey

Eligible for permission to compose and submit survey responses to survey-level roles as a sponsor user with a bidder role.

Export survey to Excel

SmartContracts-Bidder Permissions

Enabling access rights to the eligibility permission in this section makes the user with the system-wide role eligible for bidder contract roles containing the permission. Enabling grant rights allows the user to assign contract roles with the permission to other users or to enable the permission when creating/editing contract-level roles for bidders.

Invite to contract

Eligible for permission to invite users to contract.

Scorecards-Bidder Permissions

Enabling access rights to the eligibility permission in this section makes the user with the system-wide role eligible for bidder Supplier Performance Managment roles containing the permission. Enabling grant rights allows the user to assign Supplier Performance Management roles with the permission to other users or to enable the permission when creating/editing Supplier-Performance-Management-level roles for bidders.

Evaluate this scorecard

Eligibility for permission to evaluate scorecards.