What roles and permissions are available on the Platform?

Every Globality user is assigned a company role when they first join the Platform. Users are also assigned a project role that determines what actions they can take for a specific sourcing event.  

Company Roles

A company role is assigned when a user joins Globality. Only users with the "System Administrator” company role can manage users’ company roles, using the Administration section. 

The following is a list of the company roles and actions for each role:  

1. System Administrator
   • Create new projects  
   • Collaborate on projects they were invited to
   • Invite new users to the Platform to collaborate on a project 
   • View and join all company projects they have access to 
   • Download reports for project they have access to 
   • Take action on approval requests they have access to 
   • Manage Administration settings 
   • Manage users and their company roles  

2. Procurement Administrator
   • Create new projects  
   • Collaborate on projects they were invited to 
   • Invite new users to the Platform to collaborate on a project 
   • View and join all company projects they have access to 
   • Download reports for projects they have access to 
   • Take action on approval requests they have access to  

3. Standard User
   • Create new projects  
   • Collaborate on projects they were invited to 
   • Invite new users to the Platform to collaborate on a project  

4. Collaboration User 
   • Collaborate on projects they were invited to
   • Invite new users to the Platform to collaborate on a project    

5. Developer
   • Access the Webhooks Administration section 
   • Collaborate on projects they were invited to 

Project Roles

A project role is assigned when a user is invited to a specific project. Only users with the appropriate permissions can manage project roles in the project’s team section.  

The following is a list of the project roles and actions for each role:  

1. Project Procurement
   • View Project Overview 
   • View the Brief 
   • Edit the Brief 
   • Submit the Brief 
   • Invite users to the project  
   • Change business users project roles (full range) 
   • Invite a Provider to participate in the project (Even when approvals are required) 
   • Request a proposal/revised proposal from a provider 
   • Exclude a provider 
   • View a proposal 
   • Assess a proposal  
   • Approve a proposal and start Award 
   • Complete award 
   • Rate a provider 
   • Access and initiate messages to Client internal team and Globality Support
   • Access and initiate an external conversation with a provider and send a broadcast message to multiple Providers 
   • Change the project’s State (Active/Paused/Cancelled)  

2. Project Owner
   • View Project Overview 
   • View the Brief 
   • Edit the Brief 
   • Submit the Brief 
   • Invite users to the project (Up to Project Owner role) 
   • Change business users project roles (Up to Project Owner role) 
   • Invite a Provider to participate in the project (Or request an approval to invite a provider if needed) 
   • Request a proposal/revised proposal from a provider 
   • Exclude a provider 
   • View a proposal 
   • Assess a proposal  
   • Approve a proposal and start Award 
   • Complete award (Or request an approval to invite a provider if an approval is needed) 
   • Rate a provider 
   • Access and initiate messages to Client internal team and Globality Support 
   • Access and initiate an external conversation with a provider and send a broadcast message to multiple Providers 
   • Change the project’s State (Active/Paused/Cancelled)  

3. Project Editor
   • View Project Overview
   • View the Brief 
   • Edit the Brief 
   • Submit the Brief 
   • Invite users to the project (Up to Project Editor role) 
   • Change business users project roles (Up to Project Editor role) 
   • Request a proposal/revised proposal from a provider 
   • Exclude a provider 
   • View a proposal 
   • Assess a proposal  
   • Rate a provider 
   • Access and initiate messages to Client internal team and Globality Support 
   • Access and initiate an external conversation with a provider and send a broadcast message to multiple Providers  

4. Project Evaluator
   • View the Brief 
   • View a proposal 
   • Assess a proposal  
   • Rate a provider 
   • Access and initiate messages to Client internal team and Globality Support 
   • Access external conversations with a provider they were invited to   

5. Project Viewer
   • View the Brief 
   • View the proposal 
   • Access and initiate messages to Client internal team and Globality Support
   • Access external conversations with a provider they were invited to