Roles and Permissions

Overview

Roles and permissions within the Spendflo platform are essential to manage user permissions effectively. By defining roles, your organization can group users with similar access needs, assigning them specific permissions based on their job functions. This ensures the users have only the access necessary to perform their tasks, minimizing security risks. It simplifies administration by allowing easy management of permissions when users change roles. Roles and permissions also help maintain compliance with regulatory requirements by enforcing consistent access policies, reducing the potential for unauthorized access, and enhancing overall system security.

Within the Spendflo platform, the following roles and permissions are available:


Roles & Permissions Matrix

The following table differentiates all the access and visibility scope for each of the roles:

Module

Sub-module

Super Admin

Admin

Approver

Requester

Home page

-

Dashboard

-

⛔️

⛔️

Requests

-

Insights

Apps

⛔️

Insights

License

⛔️

Insights

Spend

⛔️

Insights

Sentiment Hub

Vendor Management

Vendors

Vendor Management

Renewals

Vendor Management

Agreements

Vendor Management

Assessments

Reports

-

⛔️

⛔️

Search Org

-

⛔️

⛔️

⛔️

Onboarding Guides

Get started

⛔️

⛔️

Onboarding Guides

Agreement Verification

⛔️

General Settings

Org Profile

⛔️

⛔️

General Settings

My Profile

⛔️

⛔️

General Settings

Teams

⛔️

⛔️

General Settings

Users

⛔️

⛔️

General Settings

Licenses

⛔️

⛔️

General Settings

Workflows

⛔️

⛔️

General Settings

Vendors

⛔️

⛔️

General Settings

Integrations

⛔️

⛔️

General Settings

Transactions

⛔️

⛔️

General Settings

Renewal Settings

⛔️

⛔️

General Settings

Spendflo Users

⛔️

⛔️

General Settings

Archived

⛔️

⛔️

General Settings

Advanced Settings

⛔️

⛔️

Super Admin Settings

Organizations

⛔️

⛔️

⛔️

Super Admin Settings

Feature Toggles

⛔️

⛔️

⛔️

Notifications

-

Announcements

-

Profile

Edit Profile

⛔️

⛔️

Profile

Privacy & Security

⛔️

⛔️



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