There are various roles that users can have on Tradeshift, and each role gives certain permissions to fundamental operations on the platform. All of these elements are defined for a user per branch, so a user can have different permissions on different branches.
The users who have the most control over their company’s account are the Company Administrators, or admins. As opposed to other users, some of the additional permissions of admins include being able to activate apps, add new team members to a company account, and update the company profile.
Company Admin
The Company Admin is a standalone role on the Tradeshift platform, which gives the user full access over documents, workflow, connections, user and app permissions. More exactly, the Company Admin is able to do the following on the platform:
Document permissions:
- Add, maintain, edit, delete, and dispatch document drafts
- View and search for documents
- Change document state
- Change document state when a workflow is active (Company Admin only)
- Archive documents
- View and put tags and properties on a document metadata
- Comment on document
- View, execute, create, edit, and delete validations and dynamic validations
Workflow permissions:
- Can reject documents, if Reject Document restrictions are enabled
- Handle workflow errors and reassign work tasks to the appropriate approver
Connection permissions:
- Add, update, remove connections
- Maintain connection properties
User and account permissions:
- Add and maintain users
- Add, remove and maintain business properties (such as spend and approval limits)
- Read, edit and delete accounts
App permissions:
- Install, approve app installation requests, and remove apps
- Maintain company properties
Company Admin without Documents
The Company Admin without Documents is an add-on role, meaning that it cannot be assigned to a user on its own. In this case, the user must have at least one basic role in a branch to function properly. The Company Admin without Documents user can manage the company account and network connections, but cannot see or manage any documents.
The Company Admin without Documents has the same permissions as a Company Admin, except for those related to managing documents and apps:
Connection permissions:
- Add, update, remove connections
- Maintain connection properties
User and account permissions:
- Add and maintain users
- Add, remove and maintain business properties (such as spend and approval limits)
- Read, edit and delete accounts
Click here to see a breakdown of the available roles on the platform.