Permissions
Access is controlled through Core permissions and role templates.
- Purchasing and finance teams
- Updated
In this guide
| Permission | Capability |
|---|---|
procurement.suppliers.view / create / edit / block |
Supplier registry and blocking |
procurement.requisition.view / create / edit / submit / approve / reject / cancel |
Requisition lifecycle |
procurement.rfq.view / create / open / close / invite / quote.record / award / cancel |
RFQ lifecycle |
procurement.rfq.award.approve / reject |
Decide a submitted RFQ supplier award |
procurement.approvals.remind |
Remind the current approver without receiving decision authority |
procurement.agreements.view / create / edit / release |
Purchase agreements and releases |
procurement.po.view / create / edit / submit / approve / reject / send / cancel |
Purchase order lifecycle |
procurement.po.change.view / create / submit |
PO change orders |
procurement.receive.view / create |
Goods receipt viewing and creation |
procurement.supplier_invoice.view / create / match |
Supplier invoice capture and matching |
procurement.supplier_settlement.view / create |
Standalone settlement tracking |
procurement.approval.policies.manage |
Approval policy matrix |
procurement.analytics.view |
Analytics dashboard |
procurement.reports.view |
Procurement reports |
procurement.settings.manage |
Procurement settings |
Built-in role templates include Procurement Requester, Procurement Buyer, Procurement Approver, and Procurement Manager. The Manager role includes settings, policies, analytics, reports, buying, receiving, invoice, and settlement permissions.