Managing user roles and permissions
Understanding roles
Each role comes with specific permissions:
Team member role
- Create and submit purchase requests
- Upload invoices
- View own submissions
- Track request status
Operations role
- All Requestor permissions
- Review pending requests
- Approve or reject submissions
- View team activity
- Access approval workflows
Accounting role
- Process approved invoices
- Manage supplier payments
- Export to accounting systems
- Access financial reports
- Reconcile accounts
Site Manager role
- Manage site-specific operations
- Oversee site budgets
- Approve site purchases
- View site analytics
- Manage site suppliers
Director role
- Full system access
- User management
- Organisation settings
- Integration configuration
- Advanced reporting
Administrator role
- Full system access
- User management
- Organisation settings
- Integration configuration
- Advanced reporting
Changing User Roles
If you need to update a user’s role after they’ve been added:
- Go to Organisation Settings > Users & Roles
- Find the user in the list
- Click Edit next to their name
- Select the new role
- Update team/site assignment if needed
- Save changes
Topic Getting started