Access and permissions in Suppliers
Each tab and section has its own feature and permission. A section you can't use is hidden, or shows that it is not visible to you.
When Supplier or Partner is off, or you lack supplier.view, you see Suppliers unavailable.
The core account
| Work | Permission |
|---|---|
| See suppliers | supplier.view |
Create a supplier (also needs party.view and partner.view) | supplier.create |
| Edit classification and validity | supplier.update |
| Change status | supplier.manage |
Sections
| Section | Supplier feature | View | Change |
|---|---|---|---|
| Supplier groups | Groups | supplier.group.view | supplier.group.manage |
| Commercial terms | Commercial terms | supplier.commercial.view | supplier.commercial.manage |
| Payment terms | Payment terms | supplier.payment.view | supplier.payment.manage |
| Delivery terms | Delivery terms | supplier.delivery.view | supplier.delivery.manage |
| Holds | Holds | supplier.hold.view | supplier.hold.manage |
| Notes | Notes | supplier.note.view | supplier.note.manage |
| External references | External references | supplier.external-reference.view | supplier.external-reference.manage |
| Address assignments | Address assignments | supplier.address.view | supplier.address.manage |
| Contact assignments | Contact assignments | supplier.contact.view | supplier.contact.manage |
| Compliance profile | Compliance | supplier.compliance.view | supplier.compliance.manage |
| Certifications | Certifications | supplier.certification.view | supplier.certification.manage |
| Risk profile | Risk | supplier.risk.view | supplier.risk.manage |
| Performance profile | Performance | supplier.performance.view | supplier.performance.manage |
| Tax profile | Tax | supplier.tax.view | supplier.tax.manage |
| Financial profile | Financial | supplier.financial.view | supplier.financial.manage |
| Electronic invoicing | Electronic invoicing | supplier.einvoice.view | supplier.einvoice.manage |
| Bank accounts | Banking | supplier.bank.view | supplier.bank.manage |
Readiness still applies to what you can't see
If you can't see, say, the compliance profile, the Purchase readiness check shows "Not visible to you. This check still applies to purchase orders."
Example roles at Bright Home Supplies:
| Person | Permissions |
|---|---|
| Omar (buyer) | view, create, update; commercial, payment, delivery, address, contact, note, hold (view and manage); compliance and certification view |
| Nadia (approver) | view, manage; compliance and certification manage; risk and performance manage; hold manage |
| Farah (accounts) | view; tax, financial, einvoice, bank (view and manage); payment view |
Next: Create a supplier.