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PIM Supplier Application Administrator

As an Application Administrator directly in PIM, you can manage form sharing, form assignments, as well as users' roles and access. This page provides detailed instructions on these processes.


PIM Supplier Application Administrators also have the ability to edit the Supplier Profile in the PIM application. Please see the PIM Supplier Profile page for additional information and complete instructions on managing this profile.


Accept/Decline Form Sharing Request

When a Buyer submits a request for your organization to complete a form, you much accept or decline that form sharing request.


 Please click here to view instructions.

Step 1.  New form requests display in the Form Requests widget of your Dashboard. 

Step 2.  On the Form Requests widget select to either Share or Decline the desired form.

Step 3.  On the Confirmation pop-up, confirm you choice to either Share or Decline the requested form.

NOTES:

    • If you select to Share the form, the form displays in your Forms Summary widget.
    • If you selected to Decline the form, you are required to add comments before the confirmation is completed. Once you provide your comments, click the Deny button.
    • if you select to decline the form, that form is longer available. The Buyer must request the form again if you decide to do business with them in the future.


Opt-Out of Form Sharing

If your organization shared a form with a Buyer, PIM Supplier Application Administrators have the ability to opt-out of completing the form. If you do not have the role of PIM Application Administrator, you cannot submit an opt-out request. Opting-out discontinues form sharing with the Buyer's organization. The Buyer organization will no longer have access to that particular form, and you cannot click the form to open. If you are doing business with Lockheed Martin, the opt-out option is unavailable. If you are doing business with Northrup Grumman, the buyer needs to approve your opt-out request.


 Please click here to view instructions.

Step 1.  The PIM Application Administrator must submit an online request to Exostar.

Step 2.  Upon request submission, the system sends an auto-generated email with an embedded link, to the email address you provide. The PIM Application Administrator must review and confirm the opt-out request by clicking the embedded URL, which takes them to a page displaying their request information. 

Step 3.  The PIM Application Administrator is required to confirm the request in order for Exostar to review your case.

Once Exostar processes the request, the PIM Application Administrator receives a completion notification via the email. No action is required from the supplying organization at this time. It can take up to five business days for Exostar to complete the request, and for the PIM Application Administrator to receive the email notification.

NOTE: If your organization wants to share an opted-out form with the same buyer, the buying organization is required to submit another Form Sharing request to your organization, and your organization is required to accept the sharing.



Manage Form Assignments

Anytime a Buyer invites a Supplier to complete a form in the PIM application, the PIM system assigns the form to ALL PIM-subscribed users of the Supplier organization, regardless of user role.  All users receive a notification email alerting them of the form assignment and they can view, edit, and submit the form. The PIM Application Administrator can still manage form assignments, to include removing users and re-assigning users who have been removed from a form. 


Remove Form Assignment

PIM Supplier Application Administrators can remove a user's form assignment, if necessary.


 Please click here to view instructions.

Step 1.  In the Form Summary widget, locate the desired form and select the Assign To icon.

Step 2.  In the pop-up window, locate the desired user and click the Remove Assignment link.

Step 3.  In the confirmation window, select OK to complete the process.


Assign Form

This section provides information on assigning a form to a user who may have been previously removed from a form assignment.


 Please click here to view instructions.

Step 1.  In the Form Summary widget, locate the desired form and select the Assign To icon.

Step 2.  In the pop-up window, select a user from the Users drop-down. Click Add.

Step 3.  Once you complete user assignments, click the Close button.


Unlock Form

A user can lock a form if they are editing questions. 


 Please click here to view instructions.

Step 1.  In the Form Summary widget, locate the desired form and select the Assign To icon.

Step 2.  In the pop-up window, locate the desired user and click the Unlock icon.

Step 3.  In the confirmation window, select OK to complete the process.


User Management

The Application Administrator can change a user’s role and deactivate a user’s access to the PIM application. 


 Please click here to view instructions.

Step 1.  Click Users via the My Organization widget to redirect to the Users tab on your My Organization Profile page.

Step 2.  Click the Tools icon next to the user you want to manage.

Step 3.  From the User Management window, modify a user’s role, including your own, if necessary.

Step 4.  Click Update to save your changes or Close to disregard.

NOTE: If you change a user’s role to Standard User, they lose administrative privileges within PIM. If you deselect the Active checkbox, the user no longer has access to PIM after they log into their MAG account.

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