User Roles (& Permissions)

Overview

Below is an overview of the core user-roles that can be provisioned by Admin users. These roles control the types of actions that a user can take on the platform, and are typically combined to create core user workflow configurations. User roles can be configured on the "Organization Settings" tab > "Team" page

1. Admin - can access the organizations page, to manage invites, approval rules, custom field configurations, organization info, and team permissions.

2. Requester - can create and submit a procurement request. Note: All users who want to create a new procurement request will need to have this role.

3. Buyer - can see the “Start Quoting” and "Start Ordering" buttons on request detail page. Can create new Quotes & Orders on the platform. Can move the Request status past "Submitted".

4. PO Creator - for organizations that are enabled to generate PO PDFs, this role is used to control who has access to click "Create PO" to create an official PO document.

5. Part Editor - can create and edit parts.

6. Supplier Editor - can create and edit suppliers.

Common User Role Configurations

1. Admin [Admin, Requester, Buyer, PO Creator, Part Editor, Supplier Editor] - Any power-users responsible for the configuration of organization settings & management of users on the platform.

2. Buyer [Requester, Buyer, PO Creator, Part Editor, Supplier Editor] - any buyer users who are responsible for managing sourcing, creation of purchase orders, supplier management & order tracking.

3. Requester [Requester] - any users who will only be responsible for creating and submitting procurement requests.