Supplier Roles & Permissions

Admins or those with the relevant permissions can create and assign roles to team members to grant them specific access and usage permissions. They can also assign any of the the existing preconfigured roles, which are detailed here.

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 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

There are three preconfigured roles that are available to be assigned to supplier users:

See full details on the permissions available for roles here.

To create a new role:

1. Go to Settings and select Roles.

2. Click + New role

3. Enter a name for the role and choose whether or not it is a default role. Default roles will be automatically assigned to new users that join the team.

4. Click Continue and choose which read and write permissions the role should have

5. 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

6. 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 custom roles on the Roles page:

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