Page 13 - Unanet GovCon Administering the Subcontractor Portal - Participant Guide eBook

People Records in Unanet as Subcontractor Portal Users

Navigate: People > List then select +Person icon

A Subcontractor Portal user will need to have a Person record in Unanet and be
designated as a Subcontractor. By designating a user as a Subcontractor, you are
indicating that this user will only have access to your Unanet environment through the
Subcontractor Portal.

People records for Subcontractor Portal users can be added directly into to the main
Unanet environment or through the portal. Although Subcontractor Portal users can all
be added and configured in the main Unanet system, you may choose to assign a
Subcontractor Portal Administrator to add users through the Subcontractor Portal
thereby leveraging the User Activation feature to review and complete the new user
record (Lesson 2). This process is found to be favorable to relieve some of the
administration responsibility of new user setup for the portal.

A Subcontractor Portal Administrator must be assigned the HR Administrator role and
be designated as a Subcontractor on the Roles tab in Unanet. When adding a new
Person record for a Subcontractor in Unanet, the following fields must be entered prior
to selecting “Designate this use as Subcontractor”:
• Profile tab - Person Organization assigned with active Vendor profile to be used
in the Subcontractor Portal
• Rates tab - Classification of "Non-Employee (PO)"

Once a Subcontractor designation is made on the Roles tab, the available Unanet roles
that can be assigned to Subcontractors are limited to the following:
• HR Administrator
• Manager
• Timesheet User
• Expense User
• Purchase Order Assigner
• Purchase Order Viewer
• VI User
• UnaSource User (project plans can be created for this user)

LESSON 1: CONFIGURING THE UNANET SYSTEM
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