Canopy employs strict segregation of duties to prevent the same user from both entering and approving information on a Supplier Profile. It is for this reason that some users may experience being unable to edit or approve certain fields when their user permissions suggest they should.
How segregation of duties work in Canopy
If the Profile Admin is set to Supplier, a supplier user will be responsible for entering their banking information, which they submit for verification and approval. Because the banking information came from the supplier, only the supplier will have permission to change these details in the future. Users who are internal to the customer will never be allowed to edit the supplier's banking information on their behalf.
If the Profile Admin is set to Internal, a user who is internal to the customer will be responsible for managing the Supplier Profile, and entering their banking information. This user will not be allowed to verify those bank details or approve the supplier, regardless of their user permissions.
By default, no other fields on the Supplier Profile are affected by these rules.
If you would like to further understand the segregation of duties in Canopy, please click here.