This article is intended for buyers.
If you’re a supplier check out our supplier help articles here.
The purpose of this article is to explain the two types or user personas that exist on DeepStream and the differences between them.
This article will cover the differences between:
This article will also give a high-level overview of the different permissions available to be managed on a Request.
To find out more on adding team members to your company check out this article.
To find out more about adding members to your Request, click here.
- Full Users -
As a Full User you can be provided with access to all aspects of the system. You should have this type of user profile if you are planning to use DeepStream to build and send Requests.
✏️ Note: The number of Full Users you have on your company account may impact your billing.
A Full User has the potential to do any type of activity on the platform but just because you are a Full User does not mean you will have access to and full permissions on every Request.
At a Request level Full Users can fit into two categories.
Request Owners
Request Members
If you’ve built and sent a Request, you’re automatically made a Request Owner, and you will have full permissions.
Any other Full User you invite to your Request will be considered a Request Member.
⚡ Top Tip: As the Request Owner you can make a Request Member a Request Owner too. i.e. you can have more than one Request Owner on a single Request.
Request Members can do everything a Request Owner can, bar a few small items.
Request Members can’t:
Send the Request to suppliers
Change permissions of other Team Members (or their own)
Submit Revisions of the RFx (not, they can make and save edits but only the Request Owner can submit this Revision to the suppliers)
A Request Member might have further restrictions on an individual Request level if you as the Request Owner have decided as such.
- Authorised Stakeholders -
The second type of user profile available on the DeepStream platform is Authorised Stakeholder.
Authorised Stakeholders are users with a limited set of capabilities. This profile type is intended for users who are indirect users of the platform and are asked by a Full User to input on a particular Request.
If you’re a user with this profile type you won’t be able to send (or receive from other buyers) Requests. Your company can have as many Authorised Stakeholders as you need and this won’t impact your billing profile.
⚡Top Tip: Add cross-departmental stakeholders e.g. members of technical, legal, engineering teams, who only need to review and on some occasions, respond to suppliers submissions and questions
If you’re invited by the Request Owner to collaborate on a Request, Authorised Stakeholders have the potential to be able to read, comment and respond to activities on the Request. This will be subject to the Request Owner setting these permissions for you.
Authorised Stakeholders aren’t ever able to
Receive Requests from suppliers
Create and send their own Requests
Edit and submit Revisions of Requests that they’re invited to
If you have an Authorised Stakeholder profile and believe you need a Full User profile go to the Team Management page to see who in your organisation has manage users permissions and can update your permission settings.
- Permissions -
As mentioned above there are different types of permissions that any user can have on a Request. The below table gives a helpful overview of the potential permissions that are able to be granted, and which user profiles can access them.
The Request Owner controls the Team Members permissions on an individual Request level.
Permission | What a user with this permission can do |
No access | ❌ View Page content ❌ Submit “Post comment” exchange action* ❌ Submit all available exchange actions ❌ Add new exchanges during a live Request ❌ Edit exchanges on draft or revision |
Can read | ✅ View Page content ❌ Submit “Post comment” exchange action* ❌ Submit all available exchange actions ❌ Add new exchanges during a live Request ❌ Edit exchanges on draft or revision |
Can comment | ✅ View page content ✅ Submit “Post comment” exchange action* ❌ Submit all available exchange actions ❌ Add new exchanges during a live Request ❌ Edit exchanges on draft or revision |
Can respond | ✅ View page content ✅ Submit “Post comment” exchange action* ✅ Submit all available exchange actions ❌ Add new exchanges during a live Request ❌ Edit exchanges on draft or revision |
Can edit* | ✅ View page content ✅ Submit “Post comment” exchange action* ✅ Submit all available exchange actions ✅ Add new exchanges during a live Request ✅ Edit exchanges on draft or revision |
*Authorised Stakeholders are unable to ever be given the can edit permission.