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

 

Function	Administrator	Standard User	View Only
Vendors Listing
Invite a new vendor	Yes
Export vendor list (.csv)	Yes	Yes	Yes
Access vendors profile (Invited - Pending Approval)	Yes	Yes
Access vendors profile (Approved - Suspended)	Yes	Yes	Yes
Suspend/Un-suspend a vendor	Yes
Evaluate a vendor (requires the Evaluation feature to be enabled for the account)	Yes	Yes
Vendor Profile
Approve/decline a vendor	Yes
View vendor tags	Yes	Yes	Yes
Assign vendor tags	Yes
View vendor summary	Yes	Yes	Yes
Update vendor summary	Yes
View vendor company details	Yes	Yes	Yes
View additional contacts	Yes	Yes	Yes
View panel memberships	Yes	Yes	Yes
Update panel memberships	Yes
View payment details ‌(requires the Payment Details feature to be enabled for the account)	Yes
Validate payment details ‌(requires the Payment Details feature to be enabled for the account)	Yes
View questionnaire responses	Yes	Yes	Yes
Download attachments to questionnaire responses	Yes	Yes	Yes
Add sign-off assignments ‌(requires the Compliance Sign-off feature to be enabled for the account)	Yes
Complete sign-off assigned to the user ‌(requires the Compliance Sign-off feature to be enabled for the account)	Yes	Yes
Overwrite sign-off status ‌(requires the Compliance Sign-off feature to be enabled for the account)	Yes
Add comments to sign-off  ‌(requires the Compliance Sign-off feature to be enabled for the account)	Yes	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)	Yes	Condition: Only when a sign-off is assigned to the user.
View compliance documents	Yes	Yes	Yes
Download compliance documents	Yes	Yes	Yes
Validate compliance documents	Yes
View full service listing	Yes	Yes	Yes
Download full service list data	Yes	Yes	Yes
View pending rates ‌(requires the Standard Rates feature to be switched on in settings)	Yes	Yes	Yes
Approve/decline standard rates (‌requires the Standard Rates feature to be switched on in settings)	Yes
View approved rates ‌(requires the Standard Rates feature to be switched on in settings)	Yes	Yes	Yes
View vendor experience ‌(requires the Vendor Experience feature to be enabled for the account)	Yes	Yes	Yes
View interactions	Yes	Yes	Yes
View internal documents	Yes	Yes	Yes
Add internal documents	Yes
Unlock a vendor	Yes
Download vendor summary report	Yes	Yes	Yes
Download all documents within vendor profile	Yes	Yes	Yes

 

Sourcing permissions

 

Function	Administrator	Standard User	View Only
Browse Panel
Search categories	Yes	Yes	Yes
View vendor contact details	Yes	Yes	Yes
Engage 1	Yes	Yes	Yes
Project Groups and RFQ Listing
View project groups listing	Yes	Subject to Project Group permissions	Subject to Project Group permissions
Add project groups	Yes	Yes
View RFQ listing	Yes	Subject to Project Group permissions	Subject to Project Group permissions
Add and Send RFQ	Yes	Subject to Project Group permissions	Subject to Project Group permissions; can create and save, cannot send
Archive/Unarchive RFQ	Yes
View RFQ details	Yes	Subject to Project Group permissions	Subject to Project Group permissions
Delete a saved RFQ	Only self-created RFQ	Only self-created RFQ	Only self-created RFQ
View the list of all engagements 2	Yes	Only self-created RFQ
Live RFQ Actions
Close/re-open an RFQ	Yes	Subject to Project Group permissions
Update job close date/service close date for any RFQ	Yes
Update job close date/service close date for self created RFQ	Yes	Subject to Project Group permissions
Amend job details settings (Quote Update/Notifications)	Yes	Subject to Project Group permissions
View communications	Yes	Subject to Project Group permissions	Subject to Project Group permissions
Respond to RFI	Yes	Subject to Project Group permissions
Send new communications (addendum/notice to tenderers)	Yes	Subject to Project Group permissions
View notes	Yes	Subject to Project Group permissions	Subject to Project Group permissions
Add notes	Yes	Subject to Project Group permissions
Download quotes	Yes	Subject to Project Group permissions	Subject to Project Group permissions
Print RFQ details	Yes	Subject to Project Group permissions	Subject to Project Group permissions
Add new services	Yes	Subject to Project Group permissions
Invite vendor to an RFQ	Yes	Subject to Project Group permissions
Send reminders on an RFQ	Yes	Subject to Project Group permissions
View result	Yes	Subject to Project Group permissions	Subject to Project Group permissions
Enter result	Yes	Subject to Project Group permissions
View engagements 1	Yes	Subject to Project Group permissions	Subject to Project Group permissions
Add and send engagement 1	Yes	Subject to Project Group permissions
Amend and send a saved RFQ	Yes	Subject to Project Group permissions
Recommend for award 2	Yes	Subject to Project Group permissions
View recommendations for award 2	Yes	Subject to Project Group permissions
Award 2	Yes	Subject to Project Group permissions
Add an award variation 2	Yes	Subject to Project Group permissions
Prepare approval workflow 3	Yes	Subject to Project Group permissions
Approval workflow - approve/decline (when self is assigned) 3	Yes	Yes	Yes
Approval workflow - edit approvers	Yes	Yes
Approval workflow - send RFQ 3	Yes	Subject to Project Group permissions
Approval workflow - send RFQ (where self is not the creator) 3	Yes	Subject 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

 

Function	Administrator	Standard User	View Only
Tools
View messages	Yes
Add messages	Yes
Add evaluation template 1	Yes
Edit evaluation template 1	Yes
View evaluation assignments 1	Yes
Add evaluation assignment 1	Yes	Only for self
Export evaluation assignments as CSV 1	Yes	Only assigned to self
My Tasks
View approval instances list 4	Only where approval is assigned to self or self is the creator	Only where approval is assigned to self or self is the creator	Only where approval is assigned to self or self is the creator
View the list of sign-offs 3	Only where assignment is assigned to self	Only where assignment is assigned to self	Only 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	Yes	Yes	Yes
Download Compliance Documents report CSV	Yes	Yes	Yes
View Vendor Contact Details report	Yes	Yes	Yes
Download vendor contact details report as CSV	Yes	Yes	Yes
View the list of all sign-offs 3	Yes
Download the list of sign-offs as a CSV 3	Yes	Only assigned to self	Only assigned to self
View approval instances list 4	Yes
Download approval instances report as a CSV 4	Yes	Only assigned to self	Only assigned to self
Settings
Manage general settings	Yes
Manage organisation dashboard	Yes
Manage staff members (add/delete)	Yes
Add a team	Yes
Add/delete users to the team	Yes
Edit/update user roles of the team members	Yes
Manage panels	Yes
Manage vendor settings	Yes
Manage RFQ settings	Yes
Manage vendor document settings	Yes
Manage security groups	Yes

 

• 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