What are user roles?

Fairmarkit offers a two supplier user roles, Sales Rep and Admin, which are designed to help you manage feature access and security for users within your organization. Additionally, you could be invited to collaborate on another user's response to an RFP and RFI event.

Sales rep

As a Sales rep, you can:

• Review and respond to events you were invited or assigned to.

• Message with buyers on your events.

Admin

As an Admin, you can:

• Review and respond to events you were invited or assigned to.

• Message with buyers on events.

• Manage, access, and reassign any events assigned to your colleagues to your company.

• Manage settings for your organization.

Collaborators (RFP/RFI only)

As a Sales rep or Admin, you can be invited to collaborate on another user's assigned request for proposal (RFP) or request for information (RFI) event. This gives you either view or edit access to the specific event. This will not impact your normal permissions.

New collaborators: If you invite a new user to collaborate on an event, they'll be added as Sales rep, and they will have collaborator access to your event. See Manage collaborators.

• View events you were invited to.

• Edit responses to events you were invited to (with Edit permission).

• View messages related to your events.

• Send messages related your events (with Edit permission).

How can I set up users?

If your organization has more than one user, you could structure your account in one of the following ways:

• One account: Add one centralized account that receives all event invitations.

• All users are admins: Add each user as an Admin, and they can reassign events to the appropriate users as needed.

• One admin/multiple sales reps: Add one Admin user, who can manage the team's events as needed. Individual users will receive and respond to events, as invited.