| Overview User permissions grant users access to a set of features.
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User Permission Levels (Company-Level Settings)
User permissions determine what actions team members can perform in your account. There are three permission levels: Standard, Advanced, and Administrator.
Standard Access
Users with Standard permissions can perform basic purchasing and project management tasks.
Purchasing
Create and manage orders and purchase orders (POs)
Edit order names
Cancel orders and POs
Create and issue change orders
Receive POs
Suppliers
View the company supplier list and contacts
Add suppliers and supplier contacts
Reports
Export reports:
Purchase Orders (PO CSV)
PO Items (CSV)
Quote Items (CSV)
Projects
Join or leave projects
View all orders within a project
Create and edit Bills of Material (BOMs)
Leave internal comments (where enabled)
Notifications
Subscribe to their own project spend notifications
Optional Features (If Enabled)
Accounting PO Exports: Download export files
Expenses: Create and edit their own expenses
Inventory: View inventory items
Invoices: View the invoice homepage
Requisitions: Create and edit their own requisitions
Advanced Access
Users with Advanced permissions have all Standard permissions plus additional capabilities.
Purchasing
Have the Create PO feature enabled
Optional Features (If Enabled)
Inventory:
Create transfer orders
Modify inventory items
Invoices:
Upload invoice documents
Create invoice approvals
Administrator Access
Administrators have full access, including all Standard and Advanced permissions. They can manage company settings, users, and financial access.
User Management
Assign and edit user permission levels
Add, edit, and deactivate users
Assign and edit user purchasing roles
Company Settings
General Settings:
Change company address and logo
Purchase Order Settings:
Add and edit terms and conditions
Update AP contact and billing reference text
Enable or disable approval history visibility on PO PDFs
Manage accounting and distribution lists
Modify purchase order roles and purchasing limits
Add and edit company-wide delivery locations
Add and edit cost codes (if enabled)
Project Management
Create and archive projects
Edit project details:
Project number (if not integrated)
Address
Billing entity
Add and remove cost codes
Add or remove users from projects
Manage spend notifications for all users
Enable or disable approval permissions for other users (if applicable to):
Invoices
Expenses
Requisitions
Financial Access
View all expenses, invoices, and orders
Edit any unapproved expenses and invoices
How to Manage User Permissions
Admins can change user permissions at both the company level and the project level.
Change a User’s Company Level Permissions
Only administrators can change a user’s permission level.
To change permissions:
Go to the Permissions page.
Select the user you want to update.
From the Permission Level dropdown, choose one of the following options:
Standard
Advanced
Administrator
The new permission level takes effect immediately.
Change a User’s Project Level Permissions
Project-level permissions control what a user can do within individual projects.
Admins can enable or disable these toggles for each team member.
Available Toggles
1. Invoice Approver
Grants the ability to review and approve invoices submitted to the project.
2. Expense Approver
Grants the ability to review and approve expenses within the project.
3. Requisition Approver
Grants the ability to approve requisition requests before they are sent to a buyer.
Buyer Role
The Buyer role is part of the requisition process.
When the Buyer toggle is enabled for a user:
Only their name(s) appear in the Buyer dropdown on requisitions.
They are responsible for purchasing approved items.
Notes
Permission toggles are managed per project.
A user’s toggles can differ between projects.
Turning a toggle off removes that user’s approval for that specific project.
Need help?
Reach out to our Customer Support team:
- Call us toll-free at 1-833-712-5021
- Chat with us on our web and mobile apps