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Requests, RFQs & Evaluations

Learn which permissions for Requests, RFQs and Evaluations are reserved for Key users and Admins.

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").

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