USER PERMISSIONS OVERVIEW
Empower your procurement teams
User permissions establish everyone’s role within the procurement process so you can effortlessly master delegation. These permissions can be customized for every user, so your entire team stays focused, works efficiently, and is able to meet deadlines in a stress-free manner. Tasks are completed faster and with greater precision when everyone understands their responsibilities.
Safeguard procurement data
Assign each user their role according to your purchasing workflow. Users get to only see the features that are enabled on their account. They get a customized view of the dashboard and only access parts of the software that apply to them. Eliminate the clutter and simplify tasks to ensure everyone gets to play their role within the process.
UNIQUE ROLES FOR IMPROVING EVERY TEAM’S
Structure the system to meet the needs of your procurement process. Configure user permissions to develop lean workflow dashboards for each member of your procurement team, and deliver automated reports to selected stakeholders in the company.
A role configured to make the requisition placement process quick and easy. Requisitioners can submit new requisition forms at any time for review by managers, who will receive automated notifications on the system and/or through email.
The approver roles offers a convenient way for designated users to manage their required approvals on one or more workflows. Approval requirements can be activated based on a wide range of criteria, and multi-approvers throughout different hierarchy tiers can be assigned.
Give purchasers a wide range of tools and options, including the ability to update supplier and item details, create new sourcing events, and manage purchase orders. Receive colour coded status updates on on all documents as they move through the purchasing process.
Focuses on tools and updates used for receiving and processing deliveries after orders have been placed. Review purchase order and invoice details as goods are received to verify that a 2-way match between what was ordered and what was received is aligned.
Provides a dashboard for entering and verifying accounting details. Review purchase order information to establish a 3-way match with invoice data, confirm that orders are associated with the correct GL accounts, and set up integrations to automate the AP process.