User Configuration Information
Setting | User Type | Description |
---|---|---|
Client | Client Managers | The client organization that the manager works for. |
Additional Views | Client Managers/Suppliers | The views enabled for the user. There are three views:
The data and functionally in these views depends on the permissions that are assigned to the user. |
Access Type | MSP (Admin/Client Services/Finance)/Client Managers/Suppliers/Workers | Setting for user authentication in the application. For more information about this setting, see Access Type. |
GUID | Client Managers/Workers | Manager name referenced by approval routing custom fields. For more
information about approval routing, see Add an Approval Workflow. This value can also in integrations, where the GUID value is the key value for the user record. For more information about integrations, contact your relationship manager. |
External ID | Client Managers/Workers | Required for single sign on (SSO) integrations. See SSO Settings. If SSO is not active, this field does not display. |
Supervisor | Client Managers | The name and email adders of the client manager's supervisor in the
organizational hierarchy. The supervisor record must exist in the VMS to
be added. If the client organization has enabled visibility along a reporting chain ( ), then this field is used to determine the reporting structure. If enabled, the client manager can view all requests/engagements and onboarding items for reports and reports of reports. This setting also affects visibility of data in reporting as well.To view items, the client manager selects the
View All Records setting on the
applicable pages. Note: If this field is left empty, no reporting
structure is defined. If the client organization is using automatic reassignment of items for deactivated managers ( ), then the supervisor is automatically assigned. This includes managers for any of the roles, (hiring manager, survey manager, and so on). |
Approval Amount Limit | Client Managers | The amount that a manager can approve for a requisition, engagement,
or billing. Using the radio buttons, select from the following:
If currency conversion for an approval limit is enabled for approval workflows, then the approval amount is converted to the configured currency and compared to the amount in this field. |
Operational Units | Client Managers | The operational units associated with the client
manager. Operational units might affect the supplier and approval options that a client manager has. If you do not add any operational units for a client manager, the application defaults to the client organization. |
Supplier | Suppliers | The name of the supplier organization. You cannot modify this
value. A supplier is configured at the client organization level, but supplier contracts are configured at the country level, which affects the options available to the client organization. |
Supplier # | Suppliers | The application identification number for the supplier. You cannot modify this value. |
Clients | Suppliers | The client organizations that the supplier has contracts for. |
Enable Search View | MSP (Admin/Client Services/Finance) | Allows user to be searchable and be selected from lists. |