ORG ACCOUNT WORKSPACE
Understanding Roles & Permissions
Manage role templates and member-level access policies for your workspace.
Roles & Permissions
Use role templates with targeted overrides to control account access cleanly.
| Role | Description | Default Access |
|---|---|---|
| Owner | Full account authority including role policy governance. | Manage addressesManage controlsManage listsManage payment termsManage payment methodsManage tax documentsPlace ordersManage team membersManage role policiesView account data |
| Admin | Runs account operations, team workflows, and controls. | Manage addressesManage controlsManage listsManage payment termsManage payment methodsManage tax documentsPlace ordersManage team membersManage role policiesView account data |
| Purchasing Manager | Leads purchasing operations without team governance permissions. | Manage addressesManage controlsManage listsPlace ordersView account data |
| Buyer | Executes day-to-day ordering, lists, and address workflows. | Manage addressesManage listsPlace ordersView account data |
| Approver | Reviews account activity with constrained write capabilities. | View account data |
| Accounting | Manages payment methods and document compliance records. | Manage payment methodsManage tax documentsView account data |
| Operations | Keeps fulfillment and facility operations moving. | Manage addressesManage controlsManage listsPlace ordersView account data |
| Viewer | Read-only visibility across account activity. | View account data |
Member Policies
Adjust role, status, and fine-grained permission overrides per member.
| Member | Role | Status | Override Profile | Effective Access | Actions |
|---|---|---|---|---|---|
| Loading member policies... | |||||
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