Manage Colleague Category and Buyer Group Filters

  • Updated

This article provides the step-by-step instructions for Vendor Admins on how to manage the specific Categories or Buying Organisations a Colleague can service within a Supplier List you manage. This filtering impacts the tenders or requests they can access. You should use this when you need to control the types of requests a Colleague can receive.

Prerequisites

  • Audience: Vendor Admin.
  • You must be managing a Supplier List where the List Owner has enabled the ability for Suppliers to manage their own categories or filter which Buyer Groups they service.

Steps

  1. Access the Admin Tools menu. Select either Supplier lists you manage or Edit supplier list colleagues.

     
  2. On the resulting page, locate the relevant list and click Manage under the Your Colleagues column.
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  3. On the left side of the page, find the Colleague you wish to filter, and click the blue filtering link next to their name.

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    • Note: If the 'filtering' option is unavailable, you cannot manage Categories or Buyer Groups for this list.
  4. Within the pop-up bubble, click on either the Buyer group filtering or the Request category filtering link that appears.
    • Note: If only one option appears, the other has not been enabled on this list.
  5. On the left side of the next page, select which Categories and/or Buyer Groups the Colleague can receive requests from and respond to by ticking and unticking the options.
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  6. Lock the selections (optional): To prevent the Colleague from changing their own settings, check the Yes - Locked option in the yellow box on the right-hand side of the page.

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    • If the selections are not locked, the Colleague can manage their own settings within their account.
  7. Click Update at the bottom of the page to save your changes.

Results/Validation

The changes are finalized after clicking Update. The Colleague will now only be able to access tenders or requests that match the Categories and/or Buyer Groups you selected.

Limits & Notes

  • Role Management: Only Vendor Admins can perform this action.
  • List Configuration: This functionality is only available on Supplier Lists where the List Owner has explicitly allowed Suppliers to manage categories or filter Buyer Groups.