The five roles at a glance
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.
- Storekeeper — a warehouse-only, least-privilege role for the person who receives deliveries and keeps stock. Sees only the Inventory module — receiving against POs (GRNs), stock and locations — and never sees procurement records or pricing. Available when your organization has the Inventory module enabled. See The Storekeeper Experience.
- 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.
How roles are assigned
Roles are set when a user is invited and can be changed later. Both actions require an Admin.- Go to Settings → Organization → Users & Roles.
- Click to invite a new user. Enter their email, full name, choose a role, and optionally a department.
- The invitee receives an email and sets a password before entering the app. Until then they show a Pending badge in the user list.
- Open Settings → Organization → Users & Roles.
- Edit the user and pick the new role. The change takes effect immediately.
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.Beyond roles
Two features shape who gets involved without changing anyone’s permissions:- Project teams — name a responsible PM and a buying team per project, so notices reach the person actually running that site.
- Work continuity — cover someone on holiday, or hand their work over when they leave.

