Administrators of the Canopy system are defined through the dedicated Admin user roles. These users have wide-ranging permissions, which are necessary to successfully administer the platform. Because of this, care should be taken when granting users Admin status.
In this article you will learn:
Click here for information about Admin Role permissions
Types of Admin user
There are two types of Admin user on Canopy, as follows:
- Admin - these are the 'superusers' of Canopy with permission to do anything on the platform. Details of their permissions are outlined below.
- User Admin - these users only have permission to administer and manage the users of Canopy. They do not have any of the other permissions granted to Admin users. (Click here to jump to managing users)
Inviting suppliers
Request Approval
Admins have permission to invite any supplier and approve any new supplier request. Admins do not require a secondary approval or review in order to invite a supplier to complete a profile on Canopy.
Standards
Admins also have permission to change the Standard a supplier is being due diligenced against. This can be done on the Request Form at the point of invitation, or on the Internal Data tab at at point during the supplier lifecycle.
By default, the choice of Standard will be automatically determined by Canopy according to a set of business rules and risks identified. However, an Admin user has permission to override this process and set their own choice of Standard.
Overriding the default Standard is particularly useful when a supplier needs to be onboarded quickly, or where the business has accepted the degree of risk off-platform.
Profile Admin
Admins are able to change whether the supplier record should be managed by the Supplier or by an internal Business Owner. This can be done on the Request Form at the point of invitation, or on the Internal Data tab at at point during the supplier lifecycle.
In most cases, Canopy will default all supplier records to be managed by the Supplier. However there may be occasion where this needs to be overridden, for example if the supplier is refusing the complete their profile.
Editing supplier information
Admins have permission to edit any data point on the Supplier Profile, except bank details. This means an Admin has wide-ranging influence over the information contained in the Supplier Profile. Admins are therefore encouraged to proceed with caution when editing information.
Bank details are governed by a Segregation Of Duties protection which means Canopy requires 2 people to enter and approve a supplier's bank details. If bank details are entered by the supplier, only the supplier may make changes to them. Where bank details are entered by an Internal Profile Admin, a different user will need to approve them before the updated details can be republished.
Approving supplier profiles
Admins have permission to perform any approval on the Supplier Profile. This means an Admin can fully approve a supplier record without consulting any other Approver User.
Admins may act as any Section Approver, the Bank Verifier and as the Final Approver. They may perform all of these roles on a single supplier record.
For more information about approving a supplier record, please refer to these articles:
- Click here for more information about how to perform approvals
- Click here for more information about the Approval Workflow
Managing users
Both the Admin and User Admin user roles have permission to manage users of Canopy. User management is accessed by selecting Users from the top menu bar.
For more information on how to manage users, please refer to these articles:
- How to add a new user
- How to change a user's permissions
- How to route approvals to the relevant users
- How to suspend a user