Once the business process has been created, employees from your own organisation can be added to the business process as users, contracts can be imported from the available portfolios and there is the option of calling in legal support. This can be done in any order and at any time as long as the business process is active.
Adding employees from the own organisation as users to the business process is done by the business process coordinator. The permissions a user has in the business process depend on the user’s roles within the organization. For example, an employee with the Contract Authority role has the right to import and amend a contract, while an employee with the Contract Reviewer role does not have this right. A Contract Reviewer can read during the contracting process, but cannot make changes to the contract.
All users added to a business process can communicate with each other in the business process and have access to information.
Adding a user is done from the business process by clicking on ‘Companies and Users’ at the top left of the screen and then on “My Participating Users”:
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By clicking on ‘+ Add user’ the user can be added to the business process.
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The business process coordinator can then select employees who are registered as company users in the MYOBI Trust Network.
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When the employee is selected and clicked on ”save”, the user has been added to the process.
