How to create new user roles
- I need to create different roles within my supplier account
- The users need different permissions allowed in the system
To create a new user role:
- Sign in to your supplier account
- Click Admin Configuration (gear icon) > User Role > New
- Enter a Name > select All Accounts or User’s Account for View Procurement Data
- This can potentially limit visibility in the tool for the users to whom this user role is assigned, to only those client sites that you designate
- Tick the checkbox for the permissions this role will have access to > Add
Once the user role is added, it can be selected on any user’s profile
Fieldglass > User > User - User Role Admin Items