1) Four Access Levels
Here is the list of the four access levels available for a user:
- Admin
- Buyer
- Viewer
- Engineer
2) Tab Accessibility
The platform displays up to 9 tabs for most accounts in the RFQ module. Here is the accessibility of these tabs depending on the access level:
| Tabs | Admin | Buyer | Engineer | Viewer |
|---|---|---|---|---|
| Dashboard | x | x | ||
| Parts | x | x | x | x |
| Requests | x | x | x | x |
| Suppliers | x | x | ||
| Projects | x | x | x | |
| Purchase requisition | x | x | x | x |
| Company profile | x | x | ||
| Supplier directory | x | x | ||
| Custom reports | x | x |
3) Tab Summaries
| Onglets | Résumé |
|---|---|
| Dashboard | Summary of certain actions to take, basic statistics, and internal notes section. |
| Parts | List of all parts sent out for quotation through the tool, with important information (name, description, quantity, price, RFQ link, status, etc.). |
| Requests | List of all RFQs sent, separated into 4 sub-tabs: in progress, pending, awarded, completed, and cancelled. |
| Suppliers | List of suppliers with their respective points of contact, profile pages, vendor ID, and assigned group(s). |
| Projects | List of projects created to group parts before sending them out in an RFQ. |
| Purchase requisition | Table to create parts that need to be sent out for quotation (RFQ). |
| Company profile | Page to manage members, their access levels, and team assignments. |
| Supplier directory | Directory to search suppliers by manufacturing capabilities and geographic location. |
| Custom reports | Page where custom KPI reports can be set up to track various activities on the tool. |
4) Détails importants des actions disponibles sur les onglets selon le niveau d'accès
| Onglets | Admin | Acheteur | Ingénieur | Spectateur |
|---|---|---|---|---|
| Dashboard | Can view and write notes¹ | No access | ||
| Parts | Can view and edit fields² |
Can view only | ||
| Requests | Sees all requests. All action types⁴ | Sees only their own requests³. All action types⁴ | Sees only their own requests³. Restricted actions⁴ |
|
| Suppliers | Sees all suppliers and can modify everything. Add/remove suppliers, contacts, and groups | No access | ||
| Projects | Sees all projects. All action types⁴ | Sees only their own projects³. All action types⁴ | Sees only their own projects³. Restricted actions⁴ | No access |
| Purchase requisition | Sees everything and performs all action types⁴ | Sees everything. Restricted actions⁴ | Sees everything. No actions | |
| Company profile | Sees everything, can invite colleagues, assign access levels and teams | Sees everything and can invite colleagues | No access | |
| Supplier directory | Can perform all types of searches | No access | ||
| Custom reports | Sees everything and can export anything | No access | ||
1 Notes entered are personal and visible only to the user, regardless of access level.
2 Editable fields: labels and comment fields (up to three).
3 A user sees:their own requests/projects they created,requests/projects where they are added as a collaborator, all requests from users on the same team (using the "team view" filter; not applicable for Projects).
4Permitted actions:
|
Managing ongoing requests |
|||||
|
|
Reviewing items, addenda, or RFQ description | Adding suppliers to the RFQ | Viewing submissions and RFQ information (parts, drawings, etc.) | Closing or extending the RFQ | Internal and supplier communications |
| Admin | x | x | x | x | x |
| Buyer | x | x | x | x | x |
| Engineer | x | x | x | ||
| Viewer | x | x | |||
| Creating Parts / Requests | ||
| Create parts | Send a RFQ | |
| Admin | x | x |
| Buyer | x | x |
| Engineer | x | |
| Viewer | ||
Pour tout support additionnel, veuillez joindre notre équipe au Customerservice@axya.co