How to change a user's permissions

There are two sets of users on Canopy:

• Internal users, who are internal to the customer organisation and need access to information about your supply chain. Internal users may be granted a range of different permissions, which are managed through the Users area of the platform.
• Supplier users, who are responsible for maintaining the information on their Supplier Profile. There is only one user permission level for suppliers, granting users permission to edit and submit their Supplier Profile. It is not possible to vary the permissions granted to supplier users.

In this article you will learn:

Amending user permissions for Internal Users

Amending user permissions for Supplier Users

Amending user permissions for Internal Users

Follow the steps below to amend the permissions of an existing user on Canopy who is internal to the customer organisation.

Please note, if the user has access to Canopy via Single Sign-On, you can also use these steps to change the permissions granted to them.

1. Select Users from the top menu bar
2. On the user management page, search for the user by using any of the search criteria, as follows:
   • Email address
   • First Name
   • Last Name
   • User Roles
3. The list of users matching your search criteria will appear under Results at the bottom of the page
4. Select the user whose permissions you wish to change. The User Details will appear, including the user's unique ID.
5. User permissions are set using the User Roles table. Select/deselect the appropriate User Roles for the user, as required. Users may be assigned to more than one User Role, which means the accumulate the user permissions of all the User Roles they have been selected for
6. [Optional] If the user is given an Approver Role, where appropriate, set any Approval Rules. You can find out more about Approval Rules in this article.
7. Click the Save Changes button in the top right

The users permissions have now been changed and will take immediate effect.

Amending user permissions for Supplier Users

It is not possible to vary the user permissions of supplier users. Supplier users only have a single permission level, granting them the ability to edit and submit their Supplier Profile.

For information about how to add a Supplier User, click here.

For information about how to remove a Supplier User, click here.