When a new supplier is registering on the platform, two default roles are available:

• Admin
• Sales Manager

These roles serve different purposes and are designed to separate platform administration from daily operational work.

Admin

The Admin role is responsible for configuring and maintaining the platform.

Users with this role have access to the Admin Settings area, where they can manage:

• Company settings
• Activities
• Departments
• Notifications
• Roles
• Reports
• Users

The Admin role does not provide access to operational modules such as requests, proposals, or other day-to-day workflows. Its primary purpose is to manage how the platform is configured.

Sales Manager

The Sales Manager role is the main operational role on the platform.

Despite its name, this role is not limited to sales-related activities. It provides access to the operational features of the platform and allows users to perform their day-to-day work.

Can I create additional roles?

Yes.

The default roles are only a starting point. You can create additional roles with customized permissions to match the responsibilities of different users or departments.

Custom roles allow you to define which actions users can perform and which areas of the platform they can access.

For more information about creating and managing roles, see the article "How do I manage the roles of suppliers?"