The Service Provider can create new Administrators and update existing ones on the Claritum system. An Administrator is a Service Provider employee who uses the Claritum system to manage Customer Projects.
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From the main menu, select Administrators .
Expandtitle The Administrators page displays
Click the New Administrator button. ...
ExpandThis is where you can configure the various Administrator functions (what the Administrator can and can't do in the system).
Click the checkbox to select / deselect the function and click the Save button.
Administration
Can manage Administrators User will be able to access other Administrators profile and edit details and permissions Can create new Suppliers/Customers User will be able to setup new suppliers and customers. Administrator must have 'Can manage Suppliers' or 'Can manage Customers' selected. User will be able to edit existing suppliers details Can manage Supplier Users User will be to add or remove supplier users as well as edit existing supplier users. Must have 'Can manage Suppliers' selected. User will be able to edit existing customer details Customers are departments or organisations that originate requirements. Can manage Customer Users User will be to add or remove customer users as well as edit existing supplier users. Must have 'Can manage Customers' selected. Can manage Group information User can view, add and edit Groups. User will receive email notifications and alerts from the system. Users with this permission will see 'Configuration' as an option in the System menu. If checked, Administrators can change headers and footers that appear on Customer quotes and Supplier POs, along with other settings such as uploading Custom Stationery. Can edit order references User will be able edit order references. Users with this permission will see 'Reports' as an option in the System menu. Administrators with this privilege will be able to see reporting data for all Customers. User will be able to edit exchange rates in the financial section of the configuration menu Users with this permission will be able to access the support portal and raise issues. You may need to contact Claritum support to configure access to the help desk before being able raise issues User will be able to view and download translations from the system Can view and edit supplier payment details User can view and edit Supplier Charges
Catalogue Users with this permission will be able to access the catalogue management page. They will be able to add or remove items to the catalogue as well as edit existing catalogue items Can modify Customer Portal Users with this permission will be able to access the 'Branding' section from the 'Configuration' menu. This will let them edit the system colour scheme
Projects Add, edit and delete items and folders in the catalogue. Can create Quote Requests User can create a quote request on behalf of a customer, the user will be able to choose the exact same specification that the customer can choose Creates Projects for Account Manager If the user has this permission enabled when a Customer User is selected for a new project, the Administrator is set to be their Account Manager. Note :This permission is enabled by default Can manage Quote Requests Users with this permission will be able to edit existing quote requests on behalf of the customer. The options the user will have are listed below
Set and edit prices on behalf of Suppliers. Edit the title, Administrator, Customer, tax rate, priority and private notes for a Quote Request. Edit the delivery details for a Quote Request. Edit the paper specification for a Quote Request. Set or edit the Suppliers reference code on a Quote Request. View and send a Quote Request to a Supplier. Add new parts to an existing Project. Can award bids to Suppliers Edit the title, Administrator, Customer, tax rate and priority for a Quote Request. Award bids to the Suppliers. Users with this permission will be able to process orders on behalf of the customer. The options the user has are listed below
Set and edit Supplier prices and sale prices on a quote or unlocked Project. Edit the title, Administrator, Customer, tax rate, priority and private notes for a quote. Authorise and revoke Supplier POs. Send order confirmations to Customers. Change scenarios on a quote or unlocked Project. Edit the paper specification for a quote or unlocked Project. Add / delete activities on a quote or unlocked Project. Mark an unlocked Project 'Not for sale' / 'For sale.' Batch process multipart Projects. Users can unlock a Quote Request, making it editable after the quote has been sent to the Customer. Users with this permission will receive email notifications of system status changes. Can batch process Projects Batch approve POs and complete, close or archive Projects. Can edit/delete Project extras User can edit or delete extras that have been added to a project Note : User must have either 'Can manage Quote Requests' or 'Can process Projects' permission enabled Can only see own Projects Users with this permission will only ever see their own Projects and not Projects from other Administrator at the same organisation. User will not be able to delete existing projects Can select non-matching Suppliers Users with this permission will be able to select suppliers that don't provide a service the customer is requesting Users can change the markup on a quote, overriding the markup set for the Customer. Un-check this option to prevent the Administrator from doing anything to change the markup for the Project, ensuring that the 'cost' and 'sale' for the Project remains the same. Can create missing/zero-sale invoices Users can create invoices for Projects that have no sale value ('Not for sale' Projects).
Stock Management Can modify inventory contents Administrator can view / edit items in the Stock Catalogues. Can maintain stock levels Administrator can change the available stock levels for items in the Stock Catalogues. Administrator receives system emails when stock orders placed, status changes, etc. Administrator can place stock orders on behalf of customers. Administrator can create Projects to replenish stock quantities. Handles procurement orders Administrator can view picklists on stock orders and view re-orders for items in Stock Catalogue. Administrator can import a stock adjustments spreadsheet.
I nvoicing Authorises Customer invoices Can User can view / , approve / , part invoice / and credit Customer invoices.Can User can issue Customer invoices.Can reconcile Supplier invoices Can User can view and reconcile Supplier invoices.Can switch Business Units Can User can switch Business Units on Customer invoices and Supplier POs.
NoteThe Administrator functions are also described in full detail on the Permissions page itself.
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