Supplier Roles & Permissions

Learn how to effectively manage team access through role assignments and permission configurations, ensuring secure and efficient platform usage.

Overview​

The Roles & Permissions system enables you to control platform access through customizable roles. Each role can be configured with specific read and write permissions, then assigned to team members to grant appropriate access levels.

Key Features​

The roles and permissions system provides:

• Preconfigured Roles: Ready-to-use role templates for common access patterns
• Custom Role Creation: Build roles tailored to specific team needs
• Granular Permissions: Control access at feature and function levels
• Default Role Options: Automate role assignment for new team members
• Centralized Management: Manage all roles and assignments from one location

Assigning Roles​

Team Access​

1. Access Team
   • Navigate to Settings → Team
   • Select team member

2. Edit Roles
   • Open Roles section
   • Click Edit

3. Role Selection
   • Search available roles
   • Select appropriate roles

4. Finalize Assignment
   • Review selections
   • Remove if needed
   • Save changes

Preconfigured Roles​

The platform provides three standard roles:

Creating Roles​

Initial Setup​

1. Access Roles
   • Open Settings
   • Select Roles

2. Role Details
   • Click + New role
   • Enter role name
   • Set default status

Permission Configuration​

3. Set Permissions
   • Configure read/write access
   • Select permission categories

4. Category Settings
   • Open categories
   • Set bulk permissions
   • Configure individual access

Managing Roles​

Role Maintenance​

Access management options:

• Edit existing roles
• Remove unused roles
• Create new roles

Available Permissions​

Features Access​

Detailed permission options for platform features:

[Previous tables with Features and Settings permissions remain the same...]

Best Practices​

Role Configuration

• Create roles based on specific job functions and responsibilities
• Use preconfigured roles for standard access patterns
• Document custom role configurations and their purposes
• Review role structures periodically

Permission Management

• Apply minimum necessary permissions for each role
• Group related permissions logically within roles
• Update role permissions when feature access needs change
• Maintain clear documentation of permission assignments

Role Assignment

• Assign roles based on team member responsibilities
• Review role assignments regularly
• Update assignments when team member duties change
• Document role assignment decisions