User groups provide and/or limit access to certain features or functionality in Documoto. This article outlines the available user group 'Order Management' privileges in Documoto Rocket, which enable users to view, manage and administrate Purchase Orders (PO) or Request for Quotes (RFQ).
Note: This article describes the user group privileges for
Documoto Rocket, only.
Users with the Order Approver privilege can view all orders & quotes submitted by all users, in any organization, in the Orders module. An Order Approver also has the ability to administrate any order & quote that has been submitted within the tenant.
For example, an Order Approver can update the status of an order from 'Submitted' to 'Shipped' or add a tracking number to an end-user submitted form using an administrative-specific field. Lastly, Order Approver users will have the ability to save or update an order or quote, even if the form's required fields have not been completed.
Note: In Documoto Rocket, the Order Approver user role has
replaced the Order Administrator user role - which is now
Users with the Order Viewer privilege can view their orders and quotes, as well as any orders or quotes submitted by other users in their Organization, when viewing the Orders module.
Note: Order Viewers users cannot see any orders or quotes
submitted by parent or child Organizations.
Order Viewer users cannot modify or update previously submitted orders or quotes.
No Privileges Granted
For those users without any order management user group privileges defined, the users will only have the ability to view their submitted orders or quotes.