Summary
When you set up your Cotiss account you will initially assign user roles and permissions when you set up a team member however user roles and permissions can be updated at any time, providing granular access to modules within Cotiss.
Tip | Cotiss offers SSO integration for user provisioning if required.
Note | Invited users can be assigned roles that they will have access to on signup and Active users can be updated at any time.
Important | User roles and permissions can only be updated by account administrators.
How do I assign or edit user roles?
Assigning and updating roles can be done on the settings page of Cotiss:
Click on Settings in the bottom left.
Open Team members.
Click on the ... next to the team member you wish to assign new or edit the role of
Select Edit
Select the Role(s) applicable
What are the Permissions for each user role?
Each team member will have different levels of involvement in your Cotiss account so it is important to know what you have given them access to.
Role | Key Permissions | Typical Users |
Workspace Admin (Available for paid users) | Full access across all modules, settings, and users | IT Admin, Platform Owner, Procurement Director/Manager |
Procurement Manager (Available for paid users) | Create and manage procurement and evaluation events | Category Managers, Sourcing Specialists, Procurement Leads/Managers |
Contract Manager (Available for paid users) | Build and manage contract repository and lifecycles | Contract Admins, Legal Ops, Procurement Leads/Managers |
Legal | Handle conflict of interest declarations | Legal, Compliance, Risk Officers |
Approver | Review and approve contracts or sourcing events | Execs, Legal/Finance Approvers, Procurement Leads/Managers |
Evaluator | Score and review supplier submissions or performance | Business Stakeholders, SMEs |
Note:
Workspace Admin, Procurement Manager and Contract Manager access levels claim a Licensed user seat
Legal, Approver and Evaluator access levels are free and unlimited