Roles and permissions

Preserve supplier boundaries and independent buyer decisions.

Permissions

Summarised from the authored role permissions. Scope restrictions such as “own records” still apply; these symbols do not indicate completeness or runtime access.

TableAP ManagerAP SpecialistSupplier AdminSupplier UserAudit Reviewer
transaction
SupportCasesNo table-specific permission stated Manage / maintain: Manage SupportCases and authorised messagesNo table-specific permission statedNo table-specific permission statedNo table-specific permission stated
finance
InvoiceSubmissionsNo table-specific permission statedNo table-specific permission stated Manage / maintain: Manage permitted own-vendor draft InvoiceSubmissionsNo table-specific permission statedNo table-specific permission stated
  • AP ManagerReview supplier exceptions and buyer-scoped reportingNo own approval, direct settled-status edits or portal payment execution
  • AP SpecialistInvite verified supplier contacts within buyer scopeNo own financial approval, supplier offer acceptance or direct payee application
  • Supplier AdminRead own current source invoice/payment status and remittanceSubmit own casesNo buyer AP approval, other-vendor access, internal notes or direct active-profile mutation
  • Supplier UserRead authorised current invoice/payment status, remittance and published offersNo discount acceptance, payee change request, internal notes or other-vendor access
  • Audit ReviewerRead explicitly granted buyer and vendor-scope source observations, financial decisions and audit evidence until access expiryExport only authorised masked evidenceNo writes, approval or execution
Manage / maintain View Specific actions— No table-specific permission statedPermissions also apply to agents

How permissions work

6 rules

Supplier memberships explicitly bind an authenticated person, vendor and buyer entity.

Supplier User submits invoices and reads permitted status; Supplier Admin also accepts offers and requests payment-detail changes.

AP Specialist prepares offers and independently verifies supplier identity.

AP Manager approves a different person’s prepared offer or verified payee request.

Admin manages connections without financial approval or bank execution rights.

Internal notes and protected destinations stay outside supplier access, including API, search and export.

The roles

AP Manager

Independently approve DiscountOffers and verified PaymentDetailRequests.

Permissions and screens
  • Independently approve DiscountOffers and verified PaymentDetailRequests
  • Review supplier exceptions and buyer-scoped reporting
  • No own approval, direct settled-status edits or portal payment execution
Membership Access ScheduleActive
Membership NumberUserVendorAccess Start
Offers Awaiting ApprovalSubmitted
Offer NumberVendorEligible AmountDiscount Amount
Payee Changes Awaiting ApprovalPendingApproval
Request NumberVendorCurrent ProfileRequested By
AP Specialist

Invite verified supplier contacts within buyer scope.

Permissions and screens
  • Invite verified supplier contacts within buyer scope
  • Investigate InvoiceSubmissions and source response conflicts
  • Prepare DiscountOffers
  • Independently verify PaymentDetailRequests through established contacts
  • Manage SupportCases and authorised messages
  • No own financial approval, supplier offer acceptance or direct payee application
Membership Access ScheduleActive
Membership NumberUserVendorAccess Start
Submitted Supplier InvoicesSubmitted
Submission NumberSupplier Invoice NumberInvoice DateCurrency
Invoice Handoff ExceptionsPendingAP
Submission NumberVendorSupplier Invoice NumberSubmitted At
Supplier Admin

Manage permitted own-vendor draft InvoiceSubmissions.

Permissions and screens
  • Manage permitted own-vendor draft InvoiceSubmissions
  • Read own current source invoice/payment status and remittance
  • Submit own cases
  • Accept exact Published DiscountOffers
  • Request PaymentDetailRequests through protected flow
  • No buyer AP approval, other-vendor access, internal notes or direct active-profile mutation
Submitted Supplier InvoicesSubmitted
Submission NumberSupplier Invoice NumberInvoice DateCurrency
Current Invoice StatusReceived
Supplier Invoice NumberInvoice DateDue DateCurrency
Payment ProgressScheduled
Payment NumberExpected DateSettled AtCurrency
Supplier User

Prepare and submit own-vendor InvoiceSubmissions.

Permissions and screens
  • Prepare and submit own-vendor InvoiceSubmissions
  • Read authorised current invoice/payment status, remittance and published offers
  • Participate in vendor-visible SupportCases
  • No discount acceptance, payee change request, internal notes or other-vendor access
Submitted Supplier InvoicesSubmitted
Submission NumberSupplier Invoice NumberInvoice DateCurrency
Current Invoice StatusReceived
Supplier Invoice NumberInvoice DateDue DateCurrency
Payment ProgressScheduled
Payment NumberExpected DateSettled AtCurrency
Audit Reviewer

Read explicitly granted buyer and vendor-scope source observations, financial decisions and audit evidence until access expiry.

Permissions and screens
  • Read explicitly granted buyer and vendor-scope source observations, financial decisions and audit evidence until access expiry
  • Export only authorised masked evidence
  • No writes, approval or execution
Remittance LibraryAvailable
Remittance NumberPaymentVendorGenerated At
Payee Change History
Request NumberVendorStatusRequested At
Submitted
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