Page 9 - Unanet GovCon Administering the Subcontractor Portal - Participant Guide eBook

Unanet Roles for Subcontractor Portal Processes

It is helpful to be familiar with Unanet’s roles and the access that comes with each
unique role. Users may find the need to be assigned a combination of roles in order to
perform various job functions.

The System Administrator role can perform all of the necessary configurations needed
in Unanet to utilize the subcontractor portal. However, it should be noted that there are
other admin roles that can also create some of the required configurations such as:
P&R Administrators can create a vendor organization and HR Administrators can create
approval groups.

Administrative Configuration in Unanet

Before using the subcontractor portal, you will need to confirm that your Unanet system
is properly configured. The following configurations are required in Unanet prior to
utilizing the subcontractor portal workflow:

1. Add Vendor Organizations for use in Subcontractor Portal
2. Add Approval Groups for use in Subcontractor Portal
3. Add People records for use in Subcontractor Portal
• designated as a Subcontractor which indicates that this particular user
will only have access to log in through the portal site.

Additional System Administrator considerations are provided in Appendix B.

LESSON 1: CONFIGURING THE UNANET SYSTEM
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