User Roles & Permissions

There are two main roles: administrator and buyer. Each user can be just one of the roles, or both. The administrator role includes management permissions in three categories: people, finance, and tech. If you don’t want a user to be able to manage people, but still have some administrative access, there are two additional roles: tech and finance.

A majority of users will be an administrator or a buyer. Roles can be assigned when an administrator invites a user to the business account.

Administrators

Administrators can change a user’s role at any time. Roles and permissions can be assigned on a group-by-group basis. One administrator can manage multiple groups. Group-level administrators only have admin permissions over the group or subgroups that they are assigned. Administrators manage business settings and business features. They can manage members, including adding and removing users, and editing user roles.

Administrators can also manage group specific settings. Group settings host a variety of features including Buying Policies and Approval Workflows, as well as shared settings surrounding payment methods and shipping addresses. Administrators have visibility to all order history within their group or groups. In Your Orders they can view order status and in Business Analytics they can view all order data, run reports, and create dashboards.

While the tech and finance roles can be managed by administrators, sometimes you need to bring in your organization’s expert. With a technical role, a user can set up system integrations with the programs used at your organization. With a finance role a user can access invoices, credit notes, analytics, and order history.

Buyers (Requisitioners)

Buyers can place orders on behalf of the organization and utilize Business Analytics for their own purchases. If individual settings are configured, buyers can also add their payment methods and shipping methods at checkout.