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RFQ Access

How to configure who has access to the RFQ feature.

Summary

In the RFQ Access area of the platform, procurement can configure which users have access to the RFQ feature, by selecting users, presets or countries.

The current access can be viewed on the RFQ Access page under Settings. From here, access can be created or edited.

Adding RFQ Access

To add access to RFQs for users:

  1. Click + Add access on the RFQ Access tab of the Settings page

  2. Select which specific users, presets or countries to grant access for. Any combination of these three types can be added together. A user will only have to belong to at least one of the types to be granted access. Selected users/presets/countries can be removed by clicking the bin icon. For more information on presets, see here.

  3. Click Save

Editing RFQ Access

RFQ Access can be edited from the RFQ Access page.

To edit RFQ Access:

  1. Click + Edit access on the RFQ Access tab of the Settings page

  2. Select which specific users, presets or countries to grant access for. Any combination of these three types can be added together. A user will only have to belong to at least one of the types to be granted access. Selected users/presets/countries can be removed by clicking the bin icon. For more information on presets, see here.

  3. Click Save

Removing All RFQ Access

RFQ Access can be removed for all users from the RFQ Access page.

To remove access for all users:

  1. Click + Edit access on the RFQ Access tab of the Settings page

  2. Remove all selected users/presets/countries with the bin icons.

  3. Click Save