Enterprise Help Centre

Global security group permissions

Felix provides three out-of-the-box global security groups available to every organisation using Felix. These roles can't be edited, and provide a base permissions structure.


The tables below provide an overview of default user permissions, divided into the different modules and the functions that can be performed using the platform. Please note that your permissions are subject to custom configurations and could therefore differ to the below. 


Vendor management permissions

FunctionAdministratorStandard UserView Only
Vendors Listing
Invite a new vendor

Export vendor listing (.csv)
Access vendors profile (Invited - Pending Approval)
Access vendors profile (Approved - Suspended)
Suspend/Un-suspend a vendor

Evaluate a vendorRequires the Evaluation feature to be enabled for the account.
Vendor Profile
Approve/decline a vendor

View vendor tags
Assign vendor tags

View vendor summary
Update vendor summary

View vendor company details
View additional contacts
View panel memberships
Update panel memberships

View payment details Requires the Payment Details feature to be enabled for the account.

Validate payment details Requires the Payment Details feature to be enabled for the account.


View questionnaire responses
Download attachments to questionnaire responses
Add sign-off assignments Requires the Compliance Sign-Off feature to be enabled for the account.

Complete sign-off assigned to the user Requires the Compliance Sign-Off feature to be enabled for the account.
Overwrite sign-off status Requires the Compliance Sign-Off feature to be enabled for the account.

Add comments to sign-off  Requires the Compliance Sign-Off feature to be enabled for the account.Condition: Only when a sign-off is assigned to the user.
View sign-off status Requires the Compliance Sign-Off feature to be enabled for the account.Condition: Only when a sign-off is assigned to the user.
View compliance documents
Download compliance documents
Validate compliance documents

View full service listing
Download full service list data
View pending rates Requires the Standard Rates feature to be switched on in settings.
Approve/decline standard rates Requires the Standard Rates feature to be switched on in settings.

View approved rates Requires the Standard Rates feature to be switched on in settings.
View vendor experience Requires the Vendor Experience feature to be enabled for the account.
View interactions
View internal documents
Add internal documents

Unlock a vendor

Download vendor summary report
Download all documents within vendor profile


Sourcing permissions

FunctionAdministratorStandard UserView Only
Browse Panel
Search categories
View vendor contact details
Engage 1
Project Groups and RFQ Listing
View project groups listingSubject to Project Group permissionsSubject to Project Group permissions
Add project groups
View RFQ listingSubject to Project Group permissionsSubject to Project Group permissions
Add & Send RFQSubject to Project Group permissionsSubject to Project Group permissions; can create & save, cannot send
Archive/Unarchive RFQ

View RFQ detailsSubject to Project Group permissionsSubject to Project Group permissions
Delete a saved RFQOnly self-created RFQOnly self-created RFQOnly self-created RFQ
View the list of all engagements 2Only self-created
Live RFQ actions
Close/re-open an RFQ Subject to Project Group permissions
Update job close date/ service close date for any RFQ

Update job close date/ service close date for self created RFQ
Subject to Project Group permissions
Amend job details settings (Quote Update/ Notifications)Subject to Project Group permissions
View communicationsSubject to Project Group permissionsSubject to Project Group permissions
Respond to RFISubject to Project Group permissions
Send new communications (addendum/notice to tenderers)Subject to Project Group permissions
View notesSubject to Project Group permissionsSubject to Project Group permissions
Add notesSubject to Project Group permissions
Download quotesSubject to Project Group permissionsSubject to Project Group permissions
Print RFQ detailsSubject to Project Group permissionsSubject to Project Group permissions
Add new servicesSubject to Project Group permissions
Invite vendor to an RFQSubject to Project Group permissions
Send reminders on an RFQSubject to Project Group permissions
View resultSubject to Project Group permissionsSubject to Project Group permissions
Enter resultSubject to Project Group permissions
View engagements 1Subject to Project Group permissions
Subject to Project Group permissions
Add and send engagement 1Subject to Project Group permissions
Amend and send a saved RFQSubject to Project Group permissions
Recommend for award 2 Subject to Project Group permissions
View recommendations for award 2 Subject to Project Group permissions
Award 2Subject to Project Group permissions
Add an award variation 2Subject to Project Group permissions
Prepare approval workflow 3Subject to Project Group permissions
Approval workflow - approve/decline (when self is assigned) 3
Approval workflow - edit approvers
Approval workflow - send RFQ 3Subject to Project Group permissions
Approval workflow - send RFQ (where self is not the creator) 3Subject to Project Group permissions


1. Requires Engagement feature to be configured in the account

2. Requires Recommendation for Award feature to be configured in the account

3. Requires Approval Workflow feature to be configured in the account


Other system permissions

FunctionAdministratorStandard UserView Only
Tools
View messages

Add messages

Add evaluation template 1

Edit evaluation template 1

View evaluation assignments 1

Add evaluation assignment 1Only for self
Export evaluation assignments as CSV 1Only assigned to self
My Tasks
View approval instances list 4Only where approval is assigned to self or self is the creator
Only where approval is assigned to self or self is the creatorOnly where assignment is assigned to self or self is the creator
View the list of sign-offs 3
Only where assignment is assigned to selfOnly where assignment is assigned to selfOnly where assignment is assigned to self
View evaluation assignments 1
Only where assignment is assigned to self
Only where assignment is assigned to self
Only where assignment is assigned to self
Reports
View Compliance Documents report
Download Compliance Documents report CSV
View Vendor Contact Details report
Download vendor contact details report as CSV
View the list of all sign-offs 3

Download the list of sign-offs as a CSV 3Only assigned to selfOnly assigned to self
View approval instances list 4

Download approval instances report as a CSV 4Only assigned to selfOnly assigned to self
Settings
Manage general settings

Manage organisation dashboard

Manage staff members (add, delete)

Add a team

Add/ delete users to the team

Edit/update user roles of the team members

Manage panels

Manage vendor settings

Manage RFQ settings

Manage vendor document settings


Manage security groups



1. Requires Evaluation feature to be configured in the account

2. Requires Engagements feature to be configured in the account

3. Requires Compliance sign-off feature to be configured in the account

4. Requires Approval Workflow feature to be configured in the account

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