Approver users are those users who have a task to perform in the Approval Workflow on Canopy. They have responsibility to check the supplier's information, confirm their acceptance of it, and made a decision around approval. The names of the Approver User Roles correspond to the various stages of the Approval Workflow.
In this article you will learn:
Which user roles are the Section Approvers?
Click here for information about Approver Role permissions
What is a Request Approver?
The Request Approver user role has permission to approve new supplier requests. Any user who is given this role will be notified when new supplier requests are made, and be asked to perform the approval. They will be notified by email, and will see a Worklist when they first log into Canopy.
Click here for more information about the Request Approval workflow
Click here for a step-by-step guide on how to complete Request Approval
What is a Bank Verifier?
The Bank Verifier user role is responsible for verifying the supplier's bank details. This is a specialist approval, specifically for the purpose of completing the necessary fraud prevention checks that need to be carried out. Bank Verifiers will be notified by email when they have a new supplier to review, and will see a Worklist when they first log into Canopy.
Click here for more information about the Bank Verification workflow
Click here for a step-by-step guide on how to complete Bank Verification
Which user roles are the Section Approvers?
There are various Section Approver user roles set up by default within Canopy. Each of these user roles are responsible for reviewing the supplier's information and making a decision on approval. As part of their review, there will be specific data points that the Section Approver will need to confirm acceptance of.
The Section Approver roles are:
-
Finance - responsible for reviewing the supplier's financial and tax information, and accepting any Financial Risk that may have been identified.
-
HSE - responsible for reviewing the supplier's Health & Safety Risk and any mitigating information that may have been provided.
-
InfoSec - responsible for reviewing the supplier's Data Security & Privacy Risk and any mitigating information that may have been provided.
-
Modern Day Slavery - responsible for reviewing the supplier's Modern Slavery Risk and any mitigating information that may have been provided.
-
Procurement - overall responsibility for all other information provided by the supplier, which includes confirming the correct categorisation of the supplier and the supplier's contractual information.
Section Approvers are notified by email when they have a new supplier to review, and will see a Worklist when they first log into Canopy.
Click here for more information about the Section Approval workflow
Click here for a step-by-step guide on how to complete Section Approval
What is a Final Approver?
The Final Approver user role holds responsibility for the final review and acceptance of the supplier into your supply chain. They do not have any specific data points in the profile to accept. Instead, their role is to act as an overall check before the supplier is formally approved. Final Approvers will be notified by email when they have a new supplier to review, and will see a Worklist when they first log into Canopy.
Click here for more information about the Final Approval workflow
Click here for a step-by-step guide on how to complete Final Approval