Assign Admin permissions
Admins have full access to create, manage, and view all procurement processes.
Steps:
- Go to Settings → Permissions
- Create a new permissions group named Procurement Admins
- Find Procurement in the list of modules
- Activate the following permissions:
- Create purchase requests
- Manage purchase type configuration
- Manage purchase orders
- See purchase orders
- See all purchase requests
These permissions allow the procurement team to create, view, and manage purchase types, workflows, purchase requests, and purchase orders across the company.
Assign Manager permissions
Managers can review and approve requests but do not manage purchase types or orders.
Steps:
- Go to Settings → Permissions
- Create a new permissions group named Managers
- Find Procurement in the list of modules
- Activate the following permissions:
- Create purchase requests
- See purchase orders
- See all purchase requests
These permissions allow leadership to create and review purchase requests and view purchase orders.
Assign Employee permissions
Employees can submit requests and track their own requests only.
Steps:
- Go to Settings → Permissions
- Use the Employees default group or create a new employee permissions group
- Find Procurement in the list of modules
- Activate the following permissions:
- Create purchase requests
- See their own purchase requests
These permissions allow employees to create and track their own requests without seeing other users’ requests or purchase orders.
Tips / Best practices
- If only certain employees (like team leads or managers) should be able to create purchase requests:
- Create a dedicated group
- Assign only the selected users
- Activate the same permissions as above
- Regularly review permissions to ensure they match team responsibilities.