Page 14 - Unanet GovCon Administering the Subcontractor Portal - Participant Guide eBook

Available Subcontractor Roles:
HR Admin – acts as the administrator for the Subcontractor Portal to add Managers
and Users to the Subcontractor Portal. This user must be created by the System
Administrator in Unanet. The subcontractor administrator will not be able to access
Unanet, only the administrative functions in the subcontractor portal. This role, when
assigned to a designated Subcontractor, automatically has its Organization Access
limited to the Person Organization (Vendor) selected on the Profile tab. Review the
access on the Organization Access menu.

Manager - provides access for a user to participate in the Manager Approval process of
submitted time or expense data for users in their approval group. This role, when
assigned to a designated Subcontractor, automatically has its Organization Access
limited to the Person Organization (Vendor) selected on the Profile tab. Review the
access on the Organization Access menu.

Timesheet User - provides access to enter Time in the Subcontractor Portal

Expense Report User - provides access to enter Expenses in the Subcontractor Portal

Purchase Order Assigner - provides access to view, create, and edit Purchase Order
Assignments in the Subcontractor Portal. This role automatically has its Organization
Access restricted to NONE. The Organization Access menu will need to be updated to
allow access for the specific Organizations (Person, Financial).

Purchase Order Viewer - provides access to view Purchase Orders in the
Subcontractor Portal. This role automatically has its Organization Access restricted to
NONE. The Organization Access menu will need to be updated to allow access for the
specific Organizations (Financial, Vendor).

VI User - Provides access to create, view, edit, and delete Vendor Invoices (VI) for a
particular Vendor only from Matched project transactions in the Subcontractor Portal. A
VI User cannot process Vendor payments. This role automatically has its Organization
Access restricted to NONE. The Organization Access menu will need to be updated to
allow access for the specific Organizations (Financial, Vendor).

Organization Access Restriction
The ability to restrict Organization Access to a specific Organization (Person, Financial,
and Vendor) is based on the assigned roles. The following Subcontractor Portal Roles
can have their organization access limited: HR Admin, Manager, PO Assigner, PO
Viewer, and VI User. To review a user’s Organization Access:

Navigate: Reports > Reference > People > Organizational Access

LESSON 1: CONFIGURING THE UNANET SYSTEM
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