The Admin Module is where you will find all company-wide settings and customisation options for your company's LeanLinking account. As such, this section is only accessible to Admin Users, via the Gear icon in the top left-hand corner of the LeanLinking solution.


This page serves as a quick overview of what you will find in each section of the Admin module.



GENERAL

This section contains settings that affect multiple modules on the solution, or general company policies and information.


Company Information

  • Set up company contact- and address information


Company Settings

  • Configure user/owner editing privileges on supplier information
  • Adjust compliance approval and notification settings


Custom Dropdowns

  • Create and manage custom drop-down menus for use on Compliance templates


Single Sign On

  • Set up Single Sign On functionality with your Active Directory users



USERS

The Users section lets you manage everything directly related to your company's users on LeanLinking.


User Management

  • Invite colleagues to join you on LeanLinking
  • Set user privileges and manage teams
  • Deactivate inactive users


User Access Settings

  • Set up which areas are accessible to specific user groups



CONTACTS

This area is for bulk-uploading contact information to the LeanLinking platform.


Upload Contacts

  • Upload contact information to LeanLinking.



SUPPLIERS

The Suppliers section helps you manage everything directly related to your supplier portfolio on LeanLinking.


Upload Company File

  • Bulk-upload your supplier portfolio to the LeanLinking platform
  • Make bulk-updates to your suppliers' master data
  • Download a sample template for supplier master data


Invite

  • Invite suppliers to join you on LeanLinking


Invitation Status

  • Track the status of invitations sent to suppliers


Status Categories

  • Set up supplier statuses
  • Customise status colours


Status Event Settings

  • Automate supplier status changes based on compliance template approval statuses


Manage Supplier Tags

  • Create new Tags for Group, Category 1 and Category 2 columns
  • Edit existing Tags


Field Settings

  • Re-name data columns on the Supplier Overview
  • Add or edit extra custom columns for the Supplier Master Data Overview



KEY PERFORMANCE INDICATORS

This section allows you to manage the KPI data you import into LeanLinking from external sources. 


KPI Definitions

  • Define and describe the various KPIs and external data points you want to track on the solution


KPI Custom Columns

  • Add extra data columns to specific KPIs to show additional data


KPI Data Specification

  • Download a sample template for KPI data upload
  • See detailed description of KPI data formats


KPI Upload

  • Upload KPI data sheet



REVIEWS

Any options related to the Reviews and Surveys module on the platform are changed and set in this section.


Review Criteria

  • Create new criteria/categories for Reviews and Surveys
  • Retire criteria that are no longer needed
  • Customise rating descriptions


Review Defaults

  • Choose whether reviews should be shared with suppliers by default
  • Select a pre-set standard review criteria



NONCONFORMANCE REPORTS

Settings for the Nonconformance Reporting (NCR) module on LeanLinking are found here.


NCR Fields

  • Customise the titles and labels of the various NCR text fields
  • Hide or make certain fields mandatory


NCR Reasons

  • Add or re-name NCR reasons



COMPLIANCE

This section lets you build and edit the various templates your company uses to collect, store and handle supplier documentation, as well as bulk-request suppliers to fulfill self-assessments. It is also from this section that you set up Gatekeeper rules for use in compliance approval processes.


Template Builder

  • Create new templates for collecting, storing, and handling supplier documentation


Template Group

  • Create and manage grouping categories for your Compliance Templates


Template Group Matrix

  • Assign Compliance Templates to specific suppliers to choose which templates should show up on the Supplier Profile


Template Overview

  • Manage, copy and edit existing Compliance Templates


Request Information

  • Request multiple suppliers to fulfill one or more self-assessments


Gatekeepers

  • Set up Gatekeeper rules for use in compliance approval processes