Page 2 - Unanet GovCon Administering the Subcontractor Portal - Participant Guide eBook
P. 2
Table of Contents
ABOUT THIS PARTICIPANT GUIDE .......................................................... 4
COURSE INTRODUCTION ......................................................................... 5
LESSON 1: CONFIGURING THE UNANET SYSTEM ................................ 8
Learning Objectives .................................................................................................. 8
Introduction ................................................................................................................ 8
Subcontractor Portal Process Benefits Overview .................................................. 8
Unanet Roles for Subcontractor Portal Processes ................................................. 9
Administrative Configuration in Unanet .................................................................. 9
Unanet Organizations .............................................................................................. 10
Vendor Organizations in Unanet for Subcontractor Portal Use .......................... 11
Activity 1.1 Add User Activation to a Vendor Organization for use in the
Subcontractor Portal .............................................................................................. 11
Approval Groups in Unanet for Subcontractor Portal Use .................................. 12
Activity 1.2 Add Subcontractor Portal Approval Group ........................................... 12
People Records in Unanet as Subcontractor Portal Users .................................. 13
Activity 1.3 Confirm Subcontractor Portal Admin in Unanet ................................... 16
Check Your Understanding .................................................................................... 17
LESSON 2 ADMINISTERING - SUBCONTRACTOR PORTAL ................ 18
Learning Objectives ................................................................................................ 18
Introduction .............................................................................................................. 18
Subcontractor Portal Access ................................................................................. 18
Activity 2.1 Access the Subcontractor Portal URL Site Address ............................ 18
HR Administrator - My Organization ...................................................................... 19
Activity 2.2 Sign in as Subcontractor Portal Admin (HR Admin) ............................. 20
Add Subcontractor Users in the Portal .................................................................. 21
Activity 2.3 Add a User From the Subcontractor Portal .......................................... 23
Activity 2.4 Activate New Subcontractor Portal User in Unanet ............................. 24
Check Your Understanding .................................................................................... 25
LESSON 3 USING - SUBCONTRACTOR PORTAL ................................. 26
Learning Objectives ................................................................................................ 26
Introduction .............................................................................................................. 26
©2023 Unanet. All rights reserved. 2
