This article explains how to manage member access in Supplyframe by using Roles and Permissions. It covers adding and managing users, creating and editing roles, and controlling which modules and actions members can view or edit through the Organization and Permissions settings.
To begin managing users and permissions in Supplyframe, click your profile icon in the top-right corner and select Organization from the dropdown menu, which brings you to the Users page shown above where you can add, view, and manage member access.
Users
On the Users tab of the Organization page, you can view each user’s email address, assigned role (Owner, Admin, or Member), the number of roles they belong to, and the option to remove them.
To add a new user, click + Add New User, enter the user’s email address in the modal, and select Add User to save.
Until the invitation is accepted, the new user will appear with a Pending status. If needed, you can click Resend Request in case the invitation was missed or sent to spam. Once the user accepts, you can update their user type from the dropdown to Admin or Member.
Click on the Remove trash can to the far right of a member's email when needing to delete a user. When there's files currently owned by the user you want to remove, you'll need to choose a new owner using the Reassign documents to another user dropdown. Then click on Continue to finish.
You can view which roles a member belongs to by clicking the member’s Role dropdown. This allows you to confirm that the correct permissions are assigned based on their role.
Roles
Roles are used to group members in Supplyframe NPI-DS. As an admin, once list which users are part of a role- functions, screens, and actions are that are allowed or restricted for each role can be then controlled via 'Role Permissions' tab. Every licensed user is assigned to a role and inherits the permissions associated with it.
To manage role members, click a Role name to open its details page. From there, you can view all assigned members, including their email address, user type (Admin or Member), and remove users using the trash can icon.
Add Role Members
You can assign additional existing Members to a Role by clicking on +Create New Role. Within the Create New Role modal, enter in the new User Email Address and then click on 'Add Member'.
When members are added, they are invited to join Supplyframe. Until the invitation is accepted, they will appear with a Pending status on the Users page. Pending users can still be assigned to roles, and once they log in, they will automatically receive the access and permissions of that role. If needed, click the refresh arrow icon to resend the invitation.
Remove Role Members
To remove a member from a specific role, click the trash can icon to the far right of their name. When prompted to confirm the removal, click Delete to complete the action.
Create Roles
To create a new role, go to the Roles tab and click Create New Role in the upper-left corner. In the modal, enter a role name and an optional description, then click Create Role to save. You can create additional roles as needed
Once you have finished creating your roles, click the X in the top-right corner to close the Create New Role modal.
Edit Roles
To edit a role, open the role to view its details, then select Role Settings. This opens a side panel where you can update the role’s name and description.
After you've entered your changes, click on Save to complete.
Permissions
In the Role Permissions tab, you can assign and manage permissions for each role by module. Roles are listed vertically on the left, with modules and their permissions displayed horizontally. Select or clear the checkboxes to grant or restrict access as needed.
The blue ? icon next to a permission provides additional details when you hover over it.
Available Permissions
BOM Insight
Enabled
View All Folders
View All Projects
Edit All Projects
Reports
Enabled
Demand Management
Enabled
View All Folders
View All Projects
Edit All Projects
View Owned Lines Only
Edit Owned Lines
Quoting
Enabled
Create RFQ
Edit All Lines
Apply & Edit Quotas
Apply & Edit Quotas (Own Lines Only)
Award & Notify All Lines
View Review & Implement (Buyer Lines Only)
Contract Price (CO)
View All
Edit All
Purchase Orders (PO)
View All
Edit All
Part Master
View
Edit
AML
View All
Edit All
AVL
View All
Edit All
Other Permissions
View Mapping Tables
View Templates
Hide Notifications