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Administrator Guide
Last Updated: 2023-06-23
Reference: User Roles in Supplier Performance

Reference: User Roles in Supplier Performance

This topic describes actions that each user role can take in these areas of supplier performance:
Company administrators can perform all of these actions.

Performance Management Settings

Actions
Sourcing Manager
Stakeholder
Supplier
Set name of performance project type.
No
No
No
Add custom field groups and custom fields to a performance review project.
No
No
No
Add, edit, delete, and sort performance review project type statuses.
No
No
No

Performance Review Project

Actions
Sourcing Manager
Stakeholder
Supplier
Create and manage performance review template.
No
No
No
Create performance review project.
Yes
No
No
Receive email notifications.
Yes
Yes
Yes
Invite stakeholders
Yes
Yes, with Read/Write permission.
No
Change stakeholder permissions.
Yes
Yes, with Read/Write permission.
No
View performance review tab on supplier profile in supplier directory.
Yes
No
No

Performance Review Scorecard

Actions
Sourcing Manager
Stakeholder
Supplier
Edit scorecards in performance reviews.
Yes
Yes, with Read/Write permission.
No
Score suppliers.
Yes
Only when granted section visibility.
No
Invite stakeholders to evaluate.
Yes
Yes, with Read/Write permission.
No
Set stakeholder visibility.
Yes
Yes, with read/write permission, except sourcing managers.
No
Publish scorecard.
Yes
No
No
View results
Yes
Only when granted section visibility.
No

Performance Review Survey

Actions
Sourcing Manager
Stakeholder
Supplier
Edit supplier survey in a project.
Yes
Yes, with Read/Write permission.
No
Set deadlines.
Yes
Yes, with Read/Write permission.
No
Invite suppliers.
Yes
Yes, with Read/Write permission.
No
Manage supplier options.
Yes
Yes, with Read/Write permission.
No
Publish survey.
Yes
No
No
View responses.
Yes
Only when granted section visibility.
Yes
Finalize performance review.
Yes
No
No

Action Items

Actions
Sourcing Manager
Stakeholder
Supplier
Create, assign, and complete action items.
Yes
No
No
View action items.
Yes
No
Only when assigned.
Edit action items assigned to me.
Yes
No
No
View action items tab on supplier profile in the supplier directory.
Yes
No
No

Supplier Directory

Actions
Sourcing Manager
Stakeholder
Supplier
Access supplier profile in the supplier directory.
Yes
When enabled on company settings by a company administrator.
No
Segment suppliers.
Yes
When enabled on company settings by a company administrator.
No