This release introduces a significant evolution in governance and workflow efficiency. By extending Custom Role functionality to Procurement Planning and enabling early-stage Vendor Contact integration, we are empowering teams with greater flexibility and auditability.

How Custom Roles Work for Your Staff

Staff members involved in procurement planning now benefit from a system that reflects the reality of cross-functional teamwork.

• Tailored Permissions: Users see roles and terminology that match your specific organizational structure, making the system feel familiar and easy to navigate.
• Seamless Transitions: When a procurement moves to the Awarding stage, roles are automatically carried over, ensuring continuity and reducing the need for manual re-assignment.
• Clear Accountability: With roles designed for segregation of duties, staff can work confidently knowing that probity and compliance are built into their workflow.

How Role Management Works for Your Administrators

Administrators now have a centralized, module-agnostic engine to manage permissions across the platform.

• Granular Module Control: You can now define exactly where a role appears—for example, making a specific role available in Contracts but hidden in Procurement Planning.
• Automated Migration: Existing roles have been intelligently migrated into this new structure, gaining Procurement Planning access by default to ensure zero service disruption.
• Enhanced Auditability: The overhauled structure provides a cleaner trail for reporting, making it easier to demonstrate compliance during internal or external audits.

How Contract Setup Works for Your Business

We’ve moved critical vendor data "left" in the process, allowing for better preparation before a contract is even finalized.

• Early Contact Linking: Link existing vendor contacts or create new ones during the selection phase, rather than waiting for the contract to be active.
• Automated Mail-Merge: Linked contacts are automatically pulled into mail-merge documents, ensuring your communications are accurate and professional without manual data entry.
• Dynamic Data Cleaning: Selecting a new vendor automatically clears previous contacts, preventing data leakage and ensuring the right people receive the right documents.
• Secure by Design: The role management engine reinforces the principle of "least privilege," ensuring users only have access to the tools they need for their specific tasks.