As a seller user with admin or Manage Users permissions , you can define roles and permissions for your company. 

In order to learn how to create users and assign roles to them, check the following page -  Creating and Inviting Seller Users .

Creating a new role

In order to create a new role and define permissions for this role, do the following:

1. Log in to the portal.

2. Click on the User Profile icon in the top-right corner.

3. Select the User Management menu item.

4. On the User Management page, click the Add New Role button.

5. In the opened window, give the new role a name and short description.

6. Select either one of the predefined user role templates or manually define permissions for the role based on the table below.

   

   When selecting a predefined template, you can enable the Assign default notifications as per selected role toggle to automatically assign notifications associated with the selected role template permissions.

   User Permission	Description
   Manage Invoices	Users you assign this permission can upload and manage invoices and their supporting documents.
   View payments	Users you assign this permission can view payments.
   Sell Invoices	Users you assign this permission can sell invoices. This permission should be assigned to an authorised signatory role.
   Edit Company Profile	Users you assign this permission can edit and manage your company KYC information.
   Manage Bank Accounts	Users you assign this permission can setup and manage bank accounts. This permission should be assigned to an authorised signatory role.
   Edit Supplier Settings	Users you assign this permission can enable/disable auto-sell which would automatically sell invoices upon payer and funder approval.This permission should be assigned to an authorised signatory role.
   View Documents	Users you assign this permission can view platform contracts and policies you accepted when you registered to use the platform.
   Edit Company Representative	Users you assign this permission can edit the profile of the representative/authorised signatory.
   Manage Notification Settings	Users you assign this permission can manage the notifications and emails user roles receive from the platform.
   Manage Users	Users you assign this permission can create and invite new users to use your account, and assign them any of the permissions listed in this sheet. This permission should therefore only be assigned to an admin.

7. After selecting permissions, click Create role.

The new role will be displayed in the User Roles table.

Editing a role

In order to edit an existing role and permissions for this role, do the following:

1. Log in to the portal.

2. Click on the User Profile icon in the top-right corner.

3. Select the User Management menu item.

4. Click the Edit Permission button next to the role you want to edit.

5. Change the role name, description and permissions as needed.

6. Click Edit role to save changes.

Duplicating a role

In order to duplicate an existing role and permissions for this role, do the following:

1. Log in to the portal.

2. Click on the User Profile icon in the top-right corner.

3. Select the User Management menu item.

4. Click the Duplicate button next to the role you want to duplicate.

5. In the opened window, click Yes.
   The platform creates a new role with (DUPLICATED) in its name.

6. Click the Edit Permission button next to the new role.

7. Change the role name, description and permissions as needed.

8. Click Edit role to save changes.

Deleting a role

You can delete a role only if there are not users associated with this role.

In order to delete an existing role, do the following:

1. Log in to the portal.

2. Click on the User Profile icon in the top-right corner.

3. Select the User Management menu item.

4. Click the Delete button next to the role you want to delete.

5. In the opened window, click Yes.

If there are no users associated with this role, the system deletes the role.