👤 This feature is available for the following applications:
Standalone application ✅
Consortium application ✅
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ✅
Application User with “Review” ability ✅
Application User ✅
💡 Platform Types
1. Standalone Platform
A Standalone Platform is designed for one organisation to manage everything in its own space.
What it means for you:
Your company has its own version of the platform to manage suppliers, forms, and reporting without sharing data with anyone else.
Key points:
Full control over users, data, and settings
Your information stays private and separate
Best for organisations that want a fully branded, independent setup
2. Consortium Platform
A Consortium Platform is shared by a group of organisations working together.
What it means for you:
It’s ideal for industry groups or networks that want to engage suppliers using the same questionnaire but still keep their own data and reporting separate.
Key points:
Multiple organisations operate in one shared platform
Suppliers only complete one questionnaire and can connect with several members
Supports collaboration on shared assessments, reporting, and initiatives
💡 User Roles and Access Levels
Access levels are progressive. Each higher role inherits the capabilities of the levels below it. For example, an Application Member can do everything a Reviewer and Application User can, but not the actions reserved for Administrators.
USER TYPES ➡️ ----------------- MODULES ⬇️ | Application User | Reviewer | Application Member | Administrator |
Dashboard | ✅ | ✅ | ✅ | ✅ |
Forms | ✅ | ✅ | ✅ | ✅ |
Organisations | ✅ | ✅ | ✅ | ✅ |
Users | ❌ | ❌ | ❌ | ✅ |
Teams | ❌ | ❌ | ❌ | ✅ |
Groups | ❌ | ❌ | ✅ | ✅ |
Reports | ❌ | ❌ | ✅ | ✅ |
Workflows | ❌ | ❌ | ✅ | ✅ |
Emails | ❌ | ❌ | ✅ | ✅ |
Reviews | ❌ | ✅ | ✅ | ✅ |
Settings | ❌ | ❌ | ❌ | ✅ |
My Profile | ✅ | ✅ | ✅ | ✅ |
1. Administrator
Access: 🟩 Full platform access
What this means:
Administrators can manage everything in the platform, including settings, users, workflows, forms, reports, and reviews.
Who it’s for:
IT leads or senior managers responsible for setup, maintenance, and oversight.
Note: Not available for Consortium Platform customers.
2. Application Member
Access: 🟨 Broad but limited to operational needs
What this means:
Members can manage forms, view reports, and work with organisation data but cannot change key platform settings or manage users.
Who it’s for:
Operational users who handle day-to-day tasks across the platform.
Note: Consortium Platform users are set at this level.
3. Reviewer (View Only)
Access: 🟦 Very limited
What this means:
Reviewers can only view and assess submitted forms using the Reviews Module. They cannot edit, submit, or manage forms and have no access to reports, workflows, or organisation data.
Who it’s for:
External reviewers, auditors, or partners who only need to view completed submissions.
Note: This user type is largely the same as an Application User (see below), with the added ability to use the Reviews Module.
4. Application User
Access: 🟥 Most restricted
What this means:
Users can complete and submit forms and view their own organisation’s details but cannot access reports, reviews, or other areas.
Who it’s for:
Suppliers or users who only need to fill in forms and manage their own organisation’s information.
✋ Need Help?
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For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.