We are excited to announce "New Roles" on the GPI Vendor Portal.
What’s New?
GPI Vendor Portal will have 3 roles available:
Role 1 - Admin (Previously called Primary User)
Admin user role gets comprehensive access and control over the GPI Vendor Portal. Admin can manage review sourcing links, user accounts, perform critical updates such as Adding/Renaming a Product, Submitting an M&A request or Confirming/Editing Company/Product Profiles and access all data and features within the portal.
Role 2 - Editor (Previously called Basic User)
Editor user has access to perform most tasks, such as creating or editing review sourcing links, but is restricted from making listing updates, such as adding or renaming products, submitting M&A requests, and confirming or editing company profiles. Listing updates are typically reserved for Admin users only.
Role 3 - Viewer (New Role)
A Viewer user has access to view data or content within the GPI Vendor Portal without the ability to modify, delete, or otherwise alter it. While viewer can navigate through the portal and access various sections, their ability to interact with the content is restricted to viewing only.
Below is the detailed break up of tasks which would be accessible to different roles:
Activity | Viewer | Editor | Admin |
View Key Performance Metrics and access analytics | Yes | Yes | Yes |
Export Sourcing Link Data | Yes | Yes | Yes |
Subscribe to a sourcing link | Yes | Yes | Yes |
Update user profile | Yes | Yes | Yes |
Download/Share snippets, insights graphs | Yes | Yes | Yes |
Send vendor portal access invitations | Yes (Only Viewer Access) | Yes (Only Viewer) | Yes (All access) |
|
|
|
|
Create/Edit a review sourcing link | No | Yes | Yes |
Submit a Review Collection Request | No | Yes | Yes |
Reply to Reviews | No | Yes | Yes |
Create a widget | No | Yes | Yes |
Add/Edit Product Profile | No | Yes | Yes |
Add/Edit/Confirm Vendor Profile and Logo | No | No | Yes |
Claim GC account | No | Yes | Yes |
Add new product request | No | No | Yes |
Add existing product in a new market request | No | No | Yes |
Rename a product request | No | No | Yes |
Remove from market request | No | No | Yes |
Other Requests - Product Update Requests | No | No | Yes |
Other Requests - Company Update Requests | No | No | Yes |
Other Requests - M&A Requests | No | No | Yes |
Remove access of other users | No | No | Yes |
Update access/level of other users | No | No | Yes |
Connect with your Program Manager to know more or if you have any questions.
How can you manage your roles in future?
All users who will auto-access to your Vendor Portal will get Viewer access by default.
Admin user can update the role of existing users via Teams page on Vendor Portal as shown below:
Step 1: Go to Teams page
Step 2: Access the role dropdown of the user you want to update role for
Step 3: Select the new role and close the dropdown. User will be granted new role
How can you add new Team members?
While inviting new users to GPI Vendor Portal, existing users can select their role while sending the invite.
Admins can select any one of the 3 roles before sending the invite and once the user accepts the invite, they will be added with the desired access.
Editors and Viewers will be able to invite new users but as Viewers only.
What are the next steps for you?
We have mentioned a few Recommendations/Best practices for you below:
Identify 2 to 3 Admin Users to perform critical updates
Appoint multiple users as Editors to effectively manage sourcing links and product profiles
Have Viewer role for users who just want access the portal
Frequently Asked Questions (FAQs)
General:
What are the different types of roles available?
There are three roles available on the GPI Vendor Portal: Admin, Editor, and Viewer
The Admin of our account left. How do I update the Admin of my GPI account?
Please reach out to your Program Manager or PeerInsightsVendorSuccess@gartner.com for help with updating user roles if you don't have Admin access.
How often do roles need to be updated?
Admins can update role types on an as needed basis directly in the GPI Vendor Portal.
Do I need to be a Gartner Client to get access to a certain role?
No, all GPI users have access to the roles.
Is there a maximum number of users that can be assigned to each role?
There is no limit for the number of users with a certain role type.
For Admins:
Why should I assign roles to users on my GPI Vendor Portal?
Roles will allow certain users access to certain parts of the portal, depending on their goals and tasks within GPI. You can find the activities associated with each role above.
How do I set role permissions?
All users who get auto-access to your Vendor Portal will get Viewer access by default. The user with Admin access is able to set role permissions for all other users. If you would like to update the Admin user, please reach out to your GPI Program Manager or PeerInsightsVendorSuccess@gartner.com.
Is there anything I need to do specifically as an Admin?
No, but you can review the activities that you have access to above.
Can I change the role for a user once I set it?
Yes, roles can be updated by the Admin.
For Editors:
As an Editor, what activities can I perform on Vendor Portal?
You can perform most of the tasks, such as creating or editing review sourcing links, but would be restricted to make changes that could significantly impact the Vendor listing on GPI. Critical updates, such as Adding/Renaming a Product, Submitting an M&A request or Confirming/Editing Company Profiles are typically reserved for Admins only.
Can I change my role?
Only Admins can change the role for others.
For Viewers:
As a Viewer, what activities can I perform on Vendor Portal?
You have access to view data or content within the GPI Vendor Portal without the ability to modify, delete, or otherwise alter it.
Can I change my role?
Only Admins can change the role for others.