Page 22 - Unanet GovCon Administering the Subcontractor Portal - Participant Guide eBook

Portal Users Requiring Activation Approval in Unanet
If the Vendor Organization Profile on the new user's organization requires activation
approval, the resulting status will be "Pending" until the new user record is approved in
Unanet. The assigned Unanet Activation Approver will receive an email containing
Vendor Organization, Username, Full Name, And Rate Begin Date for the new user
added in the Subcontractor Portal. The Activation Approver may choose to update any
additional fields in the new subcontractor portal user’s People record as desired.

In Unanet, to view the People require Activation list and complete the new user record:

Navigate: Unanet > Person > List> select SHOW USERS PENDING ACTIVATION checkbox

Select the pencil icon to open and edit the record. At a minimum, the following fields will
need to be entered in the new Subcontractor portal user’s profile:

Subcontractor Action Profile Record Field
To Activate the new Subcontractor Profile tab Select ACTIVE
to use the portal
To allow the new Subcontractor to Time tab Time Period
create a timesheet
To correctly accounted for the new Rates tab Labor Cost Element
Subcontractor’s labor costs

In addition to the information entered in the portal, the new Subcontractor Portal user's
record will have the following information automatically selected/entered in Unanet:

User Profile: Description:
Preferences to Receive Assignments, Timesheet, and Expense
Notifications E-mails
Rates tab:
• BEGIN DATE • Effective date
• END DATE • EOT (12/31/2099)
• CLASSIFICATION • Non-Employee (PO)
• BILL/COST RATE • $0.00 (actual values will come from PO
Assignment or Project Labor Category)

Once Activation is Approved
The new Subcontractor portal user’s Status is now displayed as “Active” in the portal.
The new portal user will receive an activation email (the approver receives a copy)
containing the link to establish login credentials and information outlining how to log into
the Subcontractor Portal. The email provides the specified Portal URL link address as
shown in Admin Property. In Unanet, a Resend Subcontractor Activation Email link
exists on the Subcontractor’s People Profile record page until the user login has been
established.

LESSON 2 ADMINISTERING - SUBCONTRACTOR PORTAL
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