Page 21 - Unanet GovCon Administering the Subcontractor Portal - Participant Guide eBook

Add Subcontractor Users in the Portal

The portal HR Admin can add new users to their same Person Organization. To create
a standard approval workflow for subcontractors, the portal HR Admin should create at
least one manager who will be responsible for approving timesheets and expense
reports for end users on their team. As well as add the team’s timesheets/expense
reports end users.

Highly recommended when using this approach, to set the Vendor Organization Profile to
Require USER ACTIVATION APPROVAL so that new users added by the subcontractor HR
Admin in the portal will be in a pending status until activated/approved in Unanet.

Navigate: Portal > Dashboard > My Organization > People

Enter Subcontractor User Records
To add a new user, click +ADD PERSON, at the bottom of the PEOPLE page, and
populate the required fields in the ADD PERSON popup window then Click +ADD.
Minimum Required Fields:
Status: Active, Inactive
Personal: First Name
Last Name
Email
Username
Admin: Effective Date
Business Week
Time Enty Increment
Permissions: Access Type (User or Power User)
Roles
Approver For (Manager role only)
Time Approval Groups:
• Time
• Expense
• Accounts Payable (VI User role only)
Organization User Defined Fields (UDF) If applicable

Subcontractor Access Type - choose "User" or "Power User"
Roles can still be manually selected/deselected as desired.
Access Type Field: Description:
User Automatically selects Expense User and Timesheet User for the Roles field
Power User Automatically selects Expense User, Timesheet User, Manager, Purchase
Order Assigner, Purchase Order Viewer, and VI USER for the Roles field

Subcontractor Portal Import People
The Import button in the upper right corner of PEOPLE (and TIMESHEETS) page
allows the HR Admin to import user information into the portal. For more information,
please see APPENDIX B.

LESSON 2 ADMINISTERING - SUBCONTRACTOR PORTAL
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