Page 15 - Unanet GovCon Administering the Subcontractor Portal - Participant Guide eBook

Add Subcontractor Portal Users in Your Instance of Unanet
The following values are set automatically for a Subcontractor’s Person record:
• Time tab Vendor set to Person Organization from Profile tab
• Expense tab Vendor set to Person Organization from Profile tab
• Rates tab End Date set to EOT

Subcontractor’s Person record:
Specific information and preferences will need to be entered to complete the Person
record such as:
Summary Profile: Required/Suggested Fields:
Profile tab: • Person Organization - this should be the Vendor
Organization for which the subcontractor is employed
• Username
• Name
• Email
• Business Week
• Employee Type – Subcontractor
• Preferences – Receive Assignment Notification emails
Roles tab: • Designate this user as subcontractor
• Assign Specific Subcontractor roles as needed
Time tab • Time Period
• Time Approval Group
• Vendor - this is the same Vendor Organization as
Person Organization
• Time Entry Increment
• Time In / Out
• Preferences – Receive Timesheet Notification E-mails
Expense tab • Expense Report Approval Group
• Vendor - this is the same Vendor Organization
as Person Organization
• Preferences – Receive Expense Notification emails
Rates tab • Begin Date (Cost and Bill *Rates are set to zero)
• Classification – Non-Employee (PO)
• Labor Cost Element
Rates can be specified in PO Assignment or Project Labor Category
Password tab Establish new password
A new portal users will receive an email notification with a
link to establish login credentials and be prompted to set a
new password

Organization Access menu:
Organization Access Required/Suggested Fields:
Based on Role assignment Allow access for specific Organizations
(Person, Financial, and Vendor)

LESSON 1: CONFIGURING THE UNANET SYSTEM
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