Privileges
By default, each buyer admin role has a different set of assigned privileges. These privileges determine the default actions that a buyer admin user is allowed to complete. Privileges are delivered as part of the standard setup and cannot be changed.
Business documents
|
Privilege |
Admin - View only |
Admin - Business |
Admin - Lead |
|---|---|---|---|
|
View all business documents |
x (to access document types, users have to be authorized accordingly) |
x (to access document types, users have to be authorized accordingly) |
x |
|
View audit trail for business documents |
x |
x |
x |
|
Change/create business documents |
|||
|
Add notes to business documents |
|||
|
Add attachments to business documents |
Vendor management
|
Privilege |
Admin - View only |
Admin - Business |
Admin - Lead |
|---|---|---|---|
|
Change vendor authorization |
x |
x |
|
|
Change default vendor authorization |
x |
x |
|
|
Deactivate/activate vendors |
x |
x |
Supplier user management
|
Privilege |
Admin - View only |
Admin - Business |
Admin - Lead |
|---|---|---|---|
|
View all supplier users |
x |
x |
x |
|
View audit trail for user |
x |
x |
x |
|
Approve self-registration workflows (if assigned as workflow recipient) |
x |
x |
x |
|
Edit user data (includes locking and unlocking the user account) |
x |
x |
|
|
Edit user authorization |
x |
x |
|
|
Reset user password |
x |
x |
|
|
Create user |
x |
x |
|
|
Upload users and activate them |
x |
x |
|
|
Delete user |
x |
x |
Buyer user management
|
Privilege |
Admin - View only |
Admin - Business |
Admin - Lead |
|---|---|---|---|
|
View other user (only for users of same or lower level) |
x (only for users with at least one common group) |
x (only for users with at least one common group) |
x |
|
View audit trail for user (only for users of same or lower level) |
x (only for users with at least one common group) |
x (only for users with at least one common group) |
x |
|
Edit user data (only for users of lower level) |
x (only for users with at least one common group) |
x |
|
|
Edit user authorization (only for users of lower level) |
x (only for users with at least one common group) |
x |
|
|
Reset user password (only for users of lower level) |
x (only for users with at least one common group) |
x |
|
|
Create user (only for users of same or lower level) |
x (only for users with at least one common group) |
x |
|
|
Upload users and activate them (only for users of same or lower level) |
x (only for users with at least one common group) |
x |
|
|
Delete user (only for users of lower level) |
x (only for users with at least one common group) |
x |
Reporting
|
Privilege |
Admin - View only |
Admin - Business |
Admin - Lead |
|---|---|---|---|
|
View pre-configured reporting |
x |
x |
|
|
View advanced reporting |
x |
Configuration
|
Privilege |
Admin - View only |
Admin - Business |
Admin - Lead |
|---|---|---|---|
|
Modify/create logon page information text |
x |
x |
|
|
Modify company code setup |
x |
x |
|
|
Modify/create email templates |
x |
x |
|
|
Modify system ID white list |
x |
||
|
Modify general portal settings |
x |
||
|
Define workflow recipients |
x |
||
|
Modify/create groups |
x |
||
|
Change group authorization |
x |
Synchronization logs
|
Privilege |
Admin - View only |
Admin - Business |
Admin - Lead |
|---|---|---|---|
|
View synchronization logs |
x |
x |