Standard users can view, create, edit, publish, close and award Requests and RFQs. They can view, create, fill out and conclude Evaluations and share them with Suppliers.
Requests & RFQs – Key user and Admin only
Review responses: approve Supplier responses (review status "Reviewed").
delete Requests.
manage Request Templates: configure forms and templates for Requests and RFQs as well as Item Templates. Standard users can only use templates.
manage Supplier lists: create, edit and delete lists. Standard users can only use lists.
Evaluations – Key user and Admin only
delete Evaluations (open and concluded). Users cannot restore deleted Evaluations.
Evaluation templates are set up by Tacto. No role can edit them; they can only be viewed and used.
In custom roles, creating, editing, concluding and sharing Evaluations can be granted individually (see "Managing users, Groups & roles").
