Roles

User roles are a way to control what users are allowed to do in the portal.

The roles that can be assigned to a user depend on the type of the user - supplier user or buyer admin user. Supplier users are the users who work with invoices, purchase orders, order confirmations, and company data. Buyer admin users are the administrative users that interact with the supplier users in the portal.

For details about the roles available for the corresponding user type, see Supplier user roles and Buyer admin roles. The role assigned to a buyer admin user also determines the privileges of the corresponding user. For more information, see Privileges.

The actions that a user with a specific role is allowed to perform depend on the administrative level of the corresponding role - the higher the level, the more actions a user is allowed to perform. The following administrative levels are applicable for the different user roles.

The role of existing users can be changed if the new role belongs to the same user type. For example, an Admin - View only user can get the Admin - Business role assigned, but not the SupplierAdmin role.

Admin users can create other admin users on the same administrative level, as well as on lower levels. However, they can maintain the data only of those on the lower levels. For example, Admin - Lead users can create other Admin - Lead users, but they cannot maintain their user data.