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Seloria uses four roles. Three are operational — Requestor, Buyer, and Procurement Manager (PM) — and one is administrative: Admin, the workspace administrator. Every user in your organization has exactly one role, and that role determines their navigation, the records they can see, and the actions they can take.

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The four roles at a glance

RequestorBuyerPMAdmin
Create purchase requestsYesYesYesYes
See requestsOwn onlyAssigned to themAll in orgAll in org
Assign requests to buyersNoNoYesYes
Run RFIs / RFPs / RFQsNoYesYesYes
See supplier pricingOnly after awardYesYesYes
Manage suppliersNoYesYesYes
Create and send purchase ordersNoYesYesYes
Approve awards and POsNoNoYesOnly in Small Team mode
BudgetsNoCreate drafts onlyFull (incl. amounts)Full (incl. amounts)
ReportsNoNoYesYes
Company-wide SettingsPersonal onlyPersonal + some catalogsOperational settingsEverything
Invite users / change rolesNoNoNoYes

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How each role fits the workflow

  • Requestor — raises internal purchase requests and performs the technical review of supplier proposals. Works in a simplified view focused on My Requests. See The Requestor Experience.
  • Buyer — runs the sourcing work: works requests a PM has assigned to them, creates RFIs, RFPs and RFQs, manages suppliers, and issues purchase orders. See The Buyer Experience.
  • Procurement Manager (PM) — the control point: assigns requests to buyers, approves RFQs, awards and purchase orders above your configured thresholds, and activates budgets. See PM and Admin.
  • Admin — manages the workspace itself: company profile, users and roles, catalogs, security, and numbering. By default the Admin is not a procurement approver — that authority belongs to PMs unless your organization enables Small Team mode. See PM and Admin.

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How roles are assigned

Roles are set when a user is invited and can be changed later. Both actions require an Admin.
  1. Go to Settings → Organization → Users & Roles.
  2. Click to invite a new user. Enter their email, full name, choose a role, and optionally a department.
  3. The invitee receives an email and sets a password before entering the app. Until then they show a Pending badge in the user list.
To change an existing user’s role:
  1. Open Settings → Organization → Users & Roles.
  2. Edit the user and pick the new role. The change takes effect immediately.
Admins can also deactivate users from the same screen (a deactivated user can no longer sign in) and resend invitations that were never accepted. You cannot deactivate your own account.

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Last-admin protection

Every organization must always have at least one active Admin. Seloria blocks any change that would demote or remove the only remaining active Admin — including demoting yourself. If you need to step down as the sole Admin, first promote another user to Admin, then change your own role.

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A note on safety

Role restrictions are enforced on the server, not just hidden in the interface. A user who types a restricted page address directly is redirected or denied, and restricted data (such as pricing for Requestors before award) is removed before it ever reaches their browser.