What Are Organisation Account Roles?

What is a user role, and how does it benefit my organisation?

If you don’t have user roles set up on your account, procurement can be a real pain. An employee has to find the equipment they want on our website, then send a link to their manager. They then have to agree the purchase, and send it off to the finance department to raise a purchase order, which then has to go back down the chain to be approved.

It’s a long process with a lot of room for error, but it doesn’t need to be. 

If a team member is set up with a ‘junior buyer’ role, they can browse the site, add items to the basket and raise a purchase order. But that purchase order still needs to be approved by someone higher up in your organisation, with a role of ‘approver’ or higher.

It’s a great way to streamline your procurement process and reduce the margin for error. It’s not quite as robust as using a PunchOut solution, but it’s not far off.

What are the different user roles at Converge?

If you procure with Converge, you can assign five different user roles to your employees.

Company administrator

There’s only one company administrator. They have the same permissions as the approver, and can add, edit or remove other users. The company administrator role can only be changed by your Converge account manager.

Approver

An approver can raise a purchase order and convert it. They can also approve others’ purchase orders.

Buyer

Someone with a buyer role can raise a purchase order and convert it to an order without further approval. They can’t approve anyone else’s purchase orders.

Junior buyer

A junior buyer can browse the catalogue, put items in the basket and raise a purchase order. That purchase order will need to be approved before the order can be completed.

Viewer

An employee with a viewer role can browse the catalogue and see the prices available to your organisation.

Can multiple people have the same role?

There can only be one company administrator on the system. But for all the other roles, as many people can hold them as your organisation needs.

What if a user needs to change role?

If someone in your organisation needs a different set of permissions from their current user role, the company administrator can change it without needing to contact Converge.

How do I set up user roles for my organisation?

If you want to use user roles to make your procurement from Converge more efficient, speak with your account manager. They’ll set you up and show you how to use the system.