(N.B: The steps in this document need to be ran through and confirmed as correct before being published)
Prerequisites:
A URM User Account is required before completing the below setup.
URM Setup:
Menus: System Administration, Security, User Maintenance
Details:
- Set ‘Visit Review Mode’ to either ‘Contractors’ or ‘Choose’
P/Ordering
- Set ‘Limit Per Order’ to the authorised limit for the User. (£15k - in Test only - for Live limits these will need to be authorised if above £1k)
- Add the required ‘Purchase Order Actions’ permissions (dependent on their job role)
- Add in the SC contract
Menus: System Administration, Security, Group Maintenance
- Assign the user to the following groups CONTAUD, CONTFWK
ROCC Contractor Portal Setup:
First set the user up as a Planner – their ‘Resource ID’ needs to match their URM User ID
Fill in the fields as below:
The User Account should have automatically been created.
- Set their logon type to 'Federation' (for SSO)
- Check the fields are completed as below:
Completion:
Send a request to the ServiceDesk asking for the users to be added to the below groups – this will enable SSO
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