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Define primary ownership of procurement plans

The Persons in charge section establishes the core owners of the plan and determines who has full access and editing rights.

Default Person in Charge

The initial Person in charge is automatically set based on the user who first entered the details of the plan. This user has full administrative access by default.

Adding Tender Managers (Additional Owners)

To assign additional users with full administrative access to all plan details, you must add them as Tender managers.

1. Navigate to the Persons in charge tab.

2. Click + Add deputy person in charge.

3. Select the desired user to grant them full ownership rights.

There is no limit to the number of Tender managers you can assign.

Managing Restricted Users

Restricted users are users who need access to the plan but whose rights must be individually controlled.

You can add an unlimited number of restricted users to access the plan.

The specific access rights for these individuals are managed in the section immediately below where they are added.

Controlling Editing Rights

The editing permissions for all users involved in the plan are managed under the Editing heading on the same page. Choose one of the following two options:

Editing Right Option

Description

Users with Editing
Rights

All users of the unit

This setting grants editing rights to all users who have been
added to the plan,
including the Persons
in charge, Tender
managers, and
Restricted users.

All users added to the plan, including restricted users.

Only the persons in
charge

This setting restricts
editing rights only to
the Persons in charge
and Tender managers.
Restricted users will
be able to view the
plan but cannot make
edits.

Only the Persons in
charge and Tender
managers.

Article Ref: 141020251246

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