Note:

• If your Users are externally managed, all user roles will be assigned within your finance system.
• All users will have at least the Marketplace, User and Tasks menus visible.

• Community Administrators have access to all transactions and settings for the community.
• Reporting menu visible
• Create reports and transaction runs on community data.
• Procurement and Performance dashboards are visible.

• Administration and Modules menu visible.
• Manage administrator functions that relate to the community features such as general community preferences, ordering and checkout preferences and invoice matching preferences.

• Administration and Modules menu visible.
• Manage administrator functions that relate to the community setup and master data.

• Administration menu visible.
• Manage administrator functions that relate to the community profile such as community name, branding, welcome text, links, community email addresses and more.

• Administration menu visible.
• Manage supplier information, categories, invitations and connections.

• Visibility of all supplier catalogs shared with the community
• Administration of the Buyer Groups that have visibility of the catalog
• Accept or decline new and updated catalogs
  • Based on Community Catalog Approval settings
  • Will receive notifications for catalog approval
• Comment to the suppliers related to their catalogs

• Manage new supplier requests from end users.
• The requests can be turned into invitations if the supplier is not currently in the marketplace.

• Administration menu visible.
• Manage community users including user details and roles.
• Cannot allocate a user the Community Administrator role.
• Manages the Organization settings and Org Units
• Organization Settings
  • PO terms and Conditions
  • Locations
  • Sharing and Sensitive Transactions settings 

• Allows User to Switch into other users to assist with support.
• Not able to make changes while switched into other users.

• View Tax Profiles (W9/W8BEN forms) submitted by suppliers.

• Users with this role can view any transaction (Purchase, Invoice, Expense, Bid Request, Payments etc) throughout the entire community.
• Without this role, users may only see transactions they are involved in.
• Gives the user a menu option called Reporting, where they are able to see and run reports on community data.
• Allows the user to see the Procurement and Performance dashboards.

• Administration menu (gear icon) is visible.
• View and manage community approval information and configurations.

• Escalate approvals for viewable requisitions.

• Allows users to make changes and edit a contract as if they were the owner of the contract without being a member of the contract.
• Allows users to able to access the Documents and Transactions tabs without being a member.

• Contracts menu visible.
• Create new contracts
• Users would need to have this role assigned to create contracts even if they already have the Community Administrator role.
• Users are able to view any Contracts they are a member of (not all contracts)

• Contracts menu visible.
• View any existing contract leadsheets entered for your community.

• Expenses menu visible.
• Create expense claims.
• Users would need to have this role assigned to create expenses even if they already have the Community Administrator role.

• Expenses menu visible.
• Create expense claims on behalf of other users in your org unit.

• Allows Buyers the ability to process invoices which relate to their orders only.

• Users with this role can view any transaction (purchase, invoice, expense, bid request, payments etc) throughout the entire community.
• Reporting menu available and able to create and export reports and transaction runs on the community data.
• Invoices outside community tolerances (Rejected/On Hold/ Pending Buyer/Requester Approval) - Depending on community settings they can Reject, Force Match, Send for Approval or Cancel an invoice outside tolerance.
• PO Flip enabled - Use the Order to Invoice feature.
• Retrofit Invoices enabled - Create invoices for orders not yet in Unimarket for buyer approval.
• Invoice Inbox enabled - Access and full use of the Invoice Inbox.
• Users would need to have this role assigned to create invoices even if they already have the Community Administrator role.
• Can upload Payment Status information

• Shop the marketplace.
• Create incomplete requisitions to reassign to Buyers within their org unit.
• The Browser role can not be used with the Buyer Role.

• Shop the marketplace.
• Create requisitions.
• Complete reassigned requisitions from users with the Browser role.
• Create Supplier Requests, if the feature is enabled.

• Create Blanket Orders.
• Users require this role to create blanket orders even if they already have the Community Administrator role.

• When a user also has the buyer or browser role they can Create requisitions on behalf of any other user in the community.

• Receive orders on behalf of other users.
• User will see full community open receiving. Ideal for Central Receiving staff.

• Allows users to receive more than the ordered quantity if Over Receiving is enabled.

• Initiate simple RFQs with suppliers.

• Sourcing menu is visible.
• Gives users with the Bid Requests role the ability to select collaborators when creating a bid request.

• Sourcing menu is visible.
• Initiate bidding events (RFQ, RFP, RFI) through the sourcing module.