Different user roles determine what access a user has to the system. Different roles have different access rights and therefore, some times it is required to assign multiple roles to the users. For instance, a user with Admin role cannot create purchase orders until unless Requester role is also assigned to that user.

There are two role categories:

1 – Company Wide Roles

Roles under this category are applicable across the whole company.

• Admin

Users with admin role can manage users and all settings in the system

• Finance

Users with finance role can manage all purchase orders in the system. They can manage budgets and view Reports

• Product Management

Users with product management role can manage vendors and products in the system

2 – Departments wide Roles

Roles under this category are applicable to the departments assigned to the users.

• Approver

Users with this role can approve purchase orders raised by the requesters

• Team Member

Users with this role can view and edit other users purchase orders within the same departments

• Requester

Users with this role can raise purchase orders within the departments assigned to them. Only sees their own purchase orders