This is a web-only feature - it can't be completed on the mobile app.


This feature is only accessible by Administrators.



Overview of Roles & Purchasing Limits

Roles & Purchasing limits are set up in QuoteToMe as a tree, in which each role “reports to” a role with a higher purchasing amount.

  • Each role is associated with a maximum purchasing limit per PO - this being the highest value of each purchase order or change order that a role can issue before an approval is required.


How to create and edit Purchasing Limits

 

  • Select Company Settings from the left navigation bar. 
    This page will display the company organizational chart for purchasing roles and permissions. 


Tip: You can also view the reporting hierarchy as a table by clicking the toggle in the top-right corner.


Users must be assigned to roles from their User page.


Add a new Role

  1. Click Add Role in the top-right corner.    
  2. Complete the form fields. 
     
  3. Click Add. 
    The org chart will automatically update with the new role.

      

Edit an existing Role

  1. Click the pencil icon inside the role card.       
  2. Enter your changes.
        
  3. Click Save. 


The hierarchy will automatically update.



Delete a Role:

  1. Click the pencil icon inside the role card. 
       
  2. Click Delete on the bottom-left corner.     
  3. Type the job title in the confirmation field. 
        
  4. Click Delete. 


The hierarchy will automatically update.


! You can't delete a Role if one or more users are assigned to it. 

Read Edit an Existing User to learn how to reassign a job title.
 
 

Tips and tricks for success

  • There must be at least one role with unlimited authority at the top of the tree. 
     
  • You can create multiple reporting branches within your organization.
     
  • You cannot set up purchasing limits for In-Store Purchases, but you can control which stores they are authorized to shop at.  


 

 

 

Need help?

There are three ways to reach our Customer Success team: