Understanding User Types

Review the table below to understand the different capabilities and benefits of each user type.

More About User Capabilities

Administrators

Administrators can add, edit, and delete approver and user profiles for your organization and assign entitlements and access, including: 

• Business shipping address and account access
• Payment method entitlements (e.g., credit card, purchase order, both)
• Purchasing and catalog restrictions

As an administrator, you can:

• Manage and assign dollar rules to users to define when approval is required based on order amount and which users can provide approvals
• Assign catalog rules to users to define when products are prohibited from online purchase
• Create a budget and automatically track all orders against it by creating business funds

To become an administrator for your organization’s business account, contact Customer Service.

Approvers

Approvers can approve or deny order requests from users assigned to them by the administrator.

As an approver, you can:

• Easily switch between requisitions you’ve submitted and those for your approval
• Expand the details of open requisitions, or quickly edit, approve, or deny them
• Specify the types of notifications you’d like to receive
• View the status and details of funds to review total spending against the funds budget

Users

Users can submit orders for approval to their assigned approver or administrator.

As a user, you can:

• Track all open and closed requisitions in one place with quick access to review the order details of your open requests 
• Specify the types of notifications you’d like to receive
• Allocate your purchases to a particular fund for tracking your purchasing budget