Organisation User Roles
The Organisation user Roles feature allows the administrator for an organisation to add users and assign roles to these users so they have different levels of permission to perform actions on behalf of the organisation. For example, a company administrator may assign the role of “Junior Buyer “ to someone who can browse the website, add items to the basket, and raise a Purchase Order, but would not be able to progress that purchase order without it being approved.
There are 5 roles available within the Organisation Use Role hierarchy.
The Viewer role can browse the organisations catalogue but cannot place an order.
The Junior Buyer role can browse the organisations catalogue, lace items in the basket, and raise a Purchase Order, but this would need approval before it could progress.
The Buyer role can raise a Purchase Order and convert this to an order without approval. They cannot approve other’s Purchase Orders.
The Approver role can raise a Purchase Order and convert this to an order without approval. They can also approve others purchase orders.
There is only one Company Administrator role, and this has all the permissions of the Approver, but can also add, edit, or remove other users. The company administrator can be changed by your Converge Account manager.
Yes, the Company Administrator can change the role of other users within the hierarchy to increase or decrease their permissions as needed without intervention from Converge
Yes, there can be multiple of a role (excluding Company Admin). This means you ensure someone of each role is always available if required for your organisation.
If your role requires more permissions, you can keep this internal within your organisation and your role can be changed if your Company Administrator determine it is necessary.
The Company Admin role can delete users on the account, an Approver role can restrict the permissions of the user role until the Company Admin is available to remove the user from the account.
They will receive an email informing them of the order details to approve. These will also show in their My Account page.
