To ensure your procurement workflow is secure, administrators must assign specific permissions to each user role. This determines who can create requests, who can see others' requests, and who has the authority to approve spending.
To ensure your procurement workflow is secure, administrators must assign specific permissions to each user role. This determines who can create requests and who has the authority to approve spending.
Select Administration from the Navigator panel.
Select Configure User Roles.
Select Edit next to the role you wish to modify (e.g., Inventory Manager).
Select the Purchasing tab in the Edit Role window and ensure the Purchasing toggle switch at the top of the tab is turned ON.
Locate the Purchase Requests section in the grid and independently check the following boxes in the Perform column to grant the necessary authority:
All Purchase Requests: To grant full administrative approval authority.
Purchase Request Approval Tier 1: To grant authority to approve requests up to the Tier 1 threshold.
Purchase Request Approval Tier 2: To grant authority to approve high-value requests at or above the Tier 2 threshold.
Select Save.
Permission breakdown
Add new column / field - Request by to the Purchase Request Browser
Remove options for ‘Delete’ for Purchase Requests and All Purchase Requests
Remove option for ‘Perform’ on Purchase Requests and All Purchase Requests
Update Purchase Requests so that it respects permissions
Access / View - parent level
True
Gives you the initial ability to click on purchase request browser
You can only see Purchase Requests if logged in user = Request by
False
Purchase Request Menu option is greyed out
Access View - All Requests
True
Add ability to see other people’s requests (Display All ‘Request By’)
False
You can not see other people’s requests
Add / Edit - Parent level
True
Can add purchase requests - can only edit your own (user = Request By)
‘+ Create Purchase Request’ link is enabled
False
‘+ Create Purchase Request’ link is disabled
You can not edit purchase requests
Add / Edit - All Requests
You can edit other people’s requests