Procurement roles and permissions
Admins can choose roles and permissions for their company's employees in Administration. When you go to the settings section in Administration, your procurement settings display as part of Back office.
You can set up how your company can use Procurement and approve new vendors and purchase requests from here.
There are slight differences between how you can choose your settings in the new and original Procurement experiences.
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Home and the new Procurement experience is being gradually rolled out throughout 2025.
- When
Home displays in the left menu, you know you’re on the new Procurement experience.
- You can find and choose your Procurement settings in Administration in both the original and new experience.
There are 3 roles in Procurement: Employee, Admin, and Super Admin.
Each user is given a default set of permissions, but admins can give you more or remove these permissions based on your requirements.
Here’s a list of permissions available for each role:
| Employee | Admin | Super Admin | |
| Purchase request permissions | |||
| Create purchase requests |
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| View all purchase requests |
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| Edit approved purchases |
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| Budget permissions | |||
| View budget |
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| General permissions | |||
| View dashboard |
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| Manage integrations |
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| Manage roles and permissions |
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| Impersonate |
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