This article details the user permission granted to Approver Users.
For information about what each of the Approver User Roles are, please refer to this article.
Approver user permissions:
Supplier record management
Approver Users may request new suppliers, and are involved in the decision to approve or reject suppliers.
Requesting new suppliers
Approver Users are allowed to submit new supplier requests. This happens when they have identified a supplier they wish to work with, but is not yet within your supplier directory.
The Request Approver is responsible for approving new supplier requests (where applicable in your workflow). No other Approver User has permission to approver new supplier requests.
Supplier profiles
Approver Users have full access to the Supplier List, allowing them to search for and find suppliers already within your supply chain who they may wish to work with.
Approver Users also have the ability to edit the profile of any supplier, regardless of whether they have been assigned as a Business Owner.
Banking information
Canopy is highly protective of sensitive information like bank details.
For supplier-managed profiles, Approver Users are not allowed to edit banking information. Where banking information is entered by the supplier, only the supplier may edit it. The ability to view banking information varies between the different approvers, and is indicated on the table below.
For internally-managed profiles, the ability to view banking information varies between the different approvers, and is indicated on the table below. These same Approver Users may also edit banking information, but they may not approve their own edits. Canopy adopts a segregation of duties policy, which is further explained in this article.
The Bank Verifier is responsible for approving banking information.
Approvals
Approver Users are responsible for approving the supplier into the supplier directory. Approval responsibilities vary according to the specific Approver Role. These are indicated in the table below.
For more information about how approvals work, please refer to this article.
Reporting
Approver Users are not permitted to create, edit or delete reports.
They may only view reports if the permissions set on the report have granted Approver Users with access.
Contract Management
Approver Users may view contracts on all suppliers.
Only the Procurement User Role has permission to create, edit and delete contract records.
User Management
Approver Users do not have permission to manage users of Canopy.