Who is this for?
This article is for Buyers managing their teams access levels within Cotiss.
When does this happen?
This generally occurs when you initially 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 if you are the account administrator.
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 | Full access across all modules, settings, and users | IT Admin, Platform Owner, Procurement Director/Manager |
Procurement Manager | Create and manage procurement and evaluation events | Category Managers, Sourcing Specialists, Procurement Leads/Managers |
Contract Manager | Build and manage contract repository and lifecycles | Contract Admins, Legal Ops, Procurement Leads/Managers |
Performance Manager | Track and manage supplier performance scorecards | SRM Leads, Performance Analysts |
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 |