Auditing Consent Notices for Bidders Signing In through Web

To audit consent status for bidders signing in through web:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click the General Administration grouping node to expand it.
  3. Click the Consent Status sub-node to display the log.
  4. Review the status for each user.

You can use the Consent Status sub-node to track the bidders who have accepted the terms through signing in by way of bidder sign-in.

The system tracks bidders based on the following responses to the consent notice:

By default all the bidders seen are tracked as Not Responded. The bidders listed have been invited to bid by way of invitations. For existing and upgrade users, all bidders who received an invitation to bid are listed in the log.

When users sign in through the bidder portal and accept or reject the consent notice, the system tracks their responses and assigns a status accordingly.

The log shows all bidders with Not Responded status before the web consent is enabled for first time.

The following toolbar options are displayed on the Consent Status log:

View

Lets you see the following out-of-the-box (OOTB) views:

When view is changed to Group by Consent Status, by default the groups will be collapsed and an additional toolbar option of Expand/collapse will be displayed.

Search

Lets you find information about a user or group by way of:

Find on page

Lets you filter the contents of the log.

Print

Lets you print the contents of the log.

Reset Accepted Consent

This option is available when the consent notice option is enabled. This option lets you reset the Accepted consent status to Not Responded, for example if there are changes in the agreement.

The following examples explain how the system administers consent notices in the case of an email address or user ID changes:

Example One

The email address of vendor record V1 was changed from Email1 to Email2, and the user id Email1 was assigned to vendor record V2.

The system displays a new entry for the user ID (in the Consent Status log) after the invitation is sent to the new email address. The system retains the consent agreement provided to the previous user ID.

Example Two

The email address of vendor record V1 was changed from Email1 to Email2, and the user id Email1 has left the organization.

The system displays a new entry for the user ID (in the Consent Status log) after the invitation is sent to the new email address. The system removes the consent agreement provided to the previous user ID, and the entry for that user ID is not displayed in the Consent Status log.

The following columns are displayed on the Consent Status log:


Last Published Tuesday, December 12, 2023