The Roles submenu is used for creating new roles in MeRLIN. Roles submenu can be accessed through
Menu Path: Security Management >> Roles
User Interface
Create New Role: This will let the System administrator create new roles in MeRLIN. Learn more about creating a new user in the Create New Roles section. New roles can also be created in bulk using the download and upload templates.
Available Actions
- Activate: Makes an inactive role active.
- Deactivate: Makes an active user role inactive.
- Edit: To make changes in the existing role definition
- Duplicate: Copy an existing role, replicating all the user access permissions of the parent role.
List of Roles
| Sl. No | Role Name | Description | Menus/Submenus Accessible/Approval Dashboard |
| 1 | Authorized Signatory | Can Sign Contract Authoring Documents | Contract Authoring |
| 2 | Business Admin | Has access to Business Administration menu and can perform all actions under this menu | Business Administration |
| 3 | Buyer | 1. Can create & process Sourcing Events | Supplier Management, Sourcing Event Management, Sourcing Management, Demand Management, Purchase Order Management, Invoice Management |
| 2. Can perform Supplier Management | |||
| 3. Can create Purchase Orders | |||
| 4. Can create Credit Note Requests | |||
| 5. Can edit Category Hierarchy and definition | |||
| 4 | Case Manager | Has access to whistleblowing complaints and to perform the process further. | Supply chain compliance, Complaints register, My complaints register |
| 5 | Chief Commercial Evaluator | Responsible for Chief Commercial Evaluation | Sourcing Event Management |
| 6 | Chief RFI Evaluator | Responsible for Chief RFI Evaluation | Sourcing Event Management |
| 7 | Chief Technical Evaluator | Responsible for Chief Technical Evaluation | Sourcing Event Management |
| 8 | Commercial Evaluator | Can evaluate RFQs tagged to them for Commercial Evaluation. | Sourcing Management |
| 9 | Compliance Director | Has access to approve compliance survey template, compliance survey, in person audit template and in person audit. | Since it is an approval role, has access to Approval Dashboard. |
| 10 | Compliance Manager | Can create compliance survey template, compliance survey, in person audit template, in person audit and perform the process further. | Supply chain compliance, Compliance survey template, Compliance surveys, In-person Audit templates, In-person Audits |
| 11 | Early opener | Open RFx responses before due dates | Sourcing Event Management |
| 12 | Expeditor | Can propose and accept delivery schedule changes of Purchase Orders accepted by Suppliers. | Supply Management |
| 13 | Finance User | Can create and edit Budgets | Budget Management |
| 14 | In Person Auditor | Has access to respond to an in person audit | Supply chain compliance, Audit response |
| 15 | IT Admin | Has access to System Administration menu and can perform all actions under this menu | System Administration |
| 16 | Contract Author | Can initiate authoring for the Contract Authoring requests by the Buyers. | Contract Authoring |
| 17 | Master Data Management | Has access to Master Data Administration menu and can perform all actions under this menu | Master Data Management |
| 18 | Minimum Response Override | Can perform minimum response override function to enable Sourcing even if mininum number of responses are not received for RFIs. | Sourcing Event Management |
| 19 | Project Director | Project Approvals . | Strategic Project Management |
| 20 | Requisition User | Can raise Requisitions | Requisition Management |
| 21 | RFI Supplier Selector | Can perform Supplier selection for RFIs | Sourcing Event Management |
| 22 | Risk Director | Has access to approve risks. | Since it is an approval role, has access to Approval Dashboard. |
| 23 | Risk Manager | Can create risks and perform the risk process further. | Supply chain compliance, Risk register, My risks, Pending for approval, Potential or probable risks. |
| 24 | Sealed Bid Openers | Can open Sealed bids of RFQs | Sourcing Management |
| 25 | Sealed Response Opener | Can open Sealed responses of RFIs | Sourcing Event Management |
| 26 | Security Admin | Has access to Security Administration menu and can perform all actions under this menu | Security Management |
| Reports | |||
| 27 | Strategy Project Manager | Can access Active Projects, Create Projects and Tasks, Close Projects, Can update Tasks, | Strategic Project Management |
| 28 | Strategy Project Member | Can view Active Projects on acting as stakeholder and Can update Tasks if he is the Task Owner. | Strategic Project Management |
| 29 | Technical Evaluator | Can evaluate RFQs tagged to them for Technical Evaluation. | Sourcing Management |
| 30 | Vendor Master | Can raise Supplier Feedback Surveys for multiple Suppliers, change responsible buyers.A user with a Vendor Master role have access to all Suppliers of Onboard Suppliers, Evaluate Suppliers and Archived Suppliers so that such User can act on behalf of their Responsible Buyer if needed | Supplier Management |
| 31 | Sourcing Events Business Administrator | Can access the Sourcing Event related submenus and perform respective activities under the Business Administration Module. | Business Administration – RFI Question Templates Module, Auction Question Templates, RFQ Question Templates, RFQ Quote Templates |
| 32 | Vendor Business Administrator | Can access the Supplier related submenus and perform respective activities under the Business Administration Module. | Business Administration- Supplier Contact Function Configuration, Supplier FAQs, Supplier Feedback Survey Templates, Supplier Onboarding Questionnaire Templates, Supplier Qualification Questionnaire Templates, Supplier Information Verification Frequency, Supplier Scorecard Configuration |
| 33 | Outgoing Emails Viewer | View the list of all outgoing emails under the System Management | System Management – Outgoing Emails |
| 34 | Sourcing Reader | Sourcing Reader can view the Sourcing Event Management and Sourcing Event Modules | Sourcing Management – the user can access the RFQ Evaluation, Evaluation Results, Award Packages, Price list Submenus, Sourcing Event Management – The user can access the RFQs sub-menu. |
| 35 | Vendor Reader | The vendor reader can view the Supplier Management module | Under the supplier management module, the user can view the Unapproved Suppliers, Approved Suppliers, and the supplier Documents Module |
| 36 | Sourcing Master | Can view RFQ and can change responsible buyer of any RFQ | It affects the following menu List of RFQs-Active
RFQ-Supplier Selection Sourcing To Awarded Sourcing Active Award List Active Part Price Price Change RFQ
|
| 37 | Contract Reader | Can read all the ongoing contract authoring request | Contract Authoring |