Procurement permissions give users the ability to manage purchasing and supplier-related processes within Factorial. This includes creating and approving purchase requests, managing suppliers, and tracking company spending.
In this article, you’ll learn how to use this permission to maintain control over procurement processes, ensure compliance with company policies, and keep purchasing operations organised and transparent.
Employees must be assigned to the corresponding permissions group for Procurement permissions to apply.
How to set up your Procurement permissions
- In your sidebar, go to Settings
- Click on Permissions
- Select the Procurement section
- Enable or disable the permissions
- Click on Save changes
Some permissions let you choose the specific scope of a permission: deciding who a user is allowed to perform a the action on.
- For themselves: Only on their own profile/data.
- For direct and indirect reportees: On employees who report to them, directly or through a hierarchy.
- For people on teams they lead: Only on members of teams they manage.
- For people in their legal entity: Anyone in their department, branch, or company entity.
- For the whole company: Across all employees in the organisation.
Procurement permissions
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Create purchase requests
This permission allows the employees inside the specific group of permissions to submit their own purchase requests.
The user must have permission to See purchase requests.
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Manage purchase orders
This permission allows the employees inside the specific group of permissions to manage purchase orders.
The user must have permission to See purchase orders.
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Manage purchase request settings
This permission allows the employees inside the specific group of permissions to see and manage the Purchase Request settings section. From here they will be able to set approval groups and flows.
The user must have permission to See purchase requests.
Learn more here.
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See purchase orders
This permission allows the employees inside the specific group of permissions to see purchase orders.
Enable this permission for Manage purchase orders to work.
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See purchase requests
This permission allows the employees inside the specific group of permissions to see purchase requests for selected employees.
Enable this permission for these to work:
- Manage purchase request settings
- Create purchase requests
You can choose the scope of this permission.