Getting Started

Overview​

Axiom provides flexible configuration options to match your procurement team's workflows. Access control is managed through three key components that work together to define who can do what:

1. Roles - Define user capabilities and permissions
2. Approval Permissions - Control who can approve content changes
3. Buyer Permissions - Control what users can view and purchase

Roles​

Roles define what actions users can perform in the system. Start by identifying key roles for your organization:

• Category managers: Onboard suppliers, manage price changes, analyze performance
• System administrators: Manage the platform, invite users, configure permissions
• Buyers: Purchase products, manage wish lists, access catalogues

Key Points​

• Roles can be system-defined (admin, member) or custom-created
• Each role has specific permissions for different actions
• Roles are team-scoped (client or supplier organizations)
• Users can have multiple roles through direct assignment or group membership

For detailed role management, see Roles Guide.

Approval Permissions​

Approval permissions control who can approve different types of content changes:

• Price approvals - Price changes and new pricing
• Promotion approvals - Promotional campaigns and offers

Key Points​

• Permissions are user-specific and can be assigned to groups
• Conditions can be set for suppliers, countries, and catalogues
• Multiple approvers are recommended for important decisions
• System administrators typically manage these permissions

For detailed setup, see Approval Permissions Guide.

Buyer Permissions​

Buyer permissions control what users can view and purchase in the marketplace:

• Restrict View - Hide products from search results and catalogues
• Restrict Purchase - Allow viewing but prevent purchasing
• Restrict Purchase with Approval - Require approval before purchase

Key Points​

• Permissions can be based on products, suppliers, countries, codes, keywords, or services
• Often used for regulatory compliance (e.g., PPE restrictions)
• System administrators typically configure these permissions
• Can be applied to individual users or user groups

For detailed setup, see Buyer Permissions Guide.

Interactive Guide - Searching for specific services​

Interactive Guide - How to view exisiting suppliers​