Roles

Procurement can create and assign roles to team member user accounts to grant them specific access and usage permissions to both the client and shop platforms.

Go to Settings then collapse the General section and select Roles. From here, roles can be searched for, managed and created.

To create a new role:

1. Click + New role

2. Enter a name for the role

3. Choose which read and write permissions the role should have

4. Each category of permissions can be opened by clicking on the row. All available read (write) permissions for a category can be selected by clicking the Read (Write) button, or permissions can be selected on an individual basis, see more details on the specific permissions

5. Review and click Save in the top-right to create the role

Once created, roles can be edited, or deleted from the Roles page.

To manage existing roles on the Roles page:

• Click Edit in a row menu dropdown or click on the table row itself to modify a role
• Click Delete in a row menu dropdown to permanently delete a role
• Click + New role to create additional roles

To assign a role to a user:

1. Go to the Team page under Settings and click on a team member in the members table

2. Click Edit in the dropdown menu for the Roles & Permissions island

   

3. Search for or select roles from the dropdown

4. Remove any roles using the trash icons then click Save once happy with the selection of roles

To view the roles currently assigned to a user:

1. Go to the Team page under Settings and view the assigned roles in the Roles column of the table

2. Alternatively, click on a team member in the members table to view the assigned roles in the Roles & Permissions island

   

These are ordinary users in your organisation who wan't to buy things in your marketplace. The default member role gives the necessary permissions for this user persona to access all the features they should be able to use.

Category managers are the heart of any procurement team and often hold the responsibility of curating the content of the marketplace. They do this in Axiom by inviting suppliers, approving new products, price changes and promotions. They are also often responsible for analysing data to use for upcoming negotiations as well.