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.

