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What can different user permissions do in my organization's account?

Answer

SUPPLIERASSURANCE uses permissions to control what different users in your organization can see and do on the platform. Permissions ensure that users only access information relevant to their responsibilities. Your organization's 'User Manager' assigns these permissions.

Background

Assigning permissions helps manage data security and ensures users only access information relevant to their responsibilities. Your organization's 'User Manager(s)' assigns these roles. Customer specific roles include:

For Supplier Accounts
Responder - Needed to start and/or respond to questionnaires.
Submitter - Needed to submit questionnaires for validation.
Viewer - Needed to view data provided by other users in questionnaires.
Assessor - Needed to continue questionnaires started by other users, assign questionnaires, and lock/unlock answers within an HQ template.
Buyer Manager - Needed to manage relationships with customers/buyers.
User Manager - Needed to manage users in your organization, including adding/deactivating users and updating their permissions.

For Buyer Accounts
Category Supplier Manager - View supplier data and manage supplier relationships for selected categories.
Campaign Manager - Create and manage campaigns and invitations to suppliers.
Supplier Manager - View supplier data and manage supplier relationships.
Buyer Manager - (Only appears for Supplier accounts - therefore omitted for buyers.)
User Manager - Manage users and control access.
Supply Chain Manager - Access supply chain screens and map supplier relationships.
Billing Manager - Access billing information for the organization.
Exporter - Export data in bulk from the platform.

Steps

To check your own permissions:


  1. Sign in to your SUPPLIERASSURANCE account.
  2. Select your initials in the top right corner of the screen.
  3. Select 'Account settings'.
  4. Choose 'Permissions' to see your level of access.

To check the permissions of other users (only possible if you are a User Manager):


  1. Sign in to your SUPPLIERASSURANCE account.
  2. On your dashboard, select 'Users' from the Options menu on the right side.
  3. This screen shows all existing users. Select the user's name to view their settings, change their permissions, or disable their account.

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