In Precoro, we have a convenient set of roles that help efficiently manage team access and functionality. More information on the available roles, you can find here.
TABLE OF CONTENTS
The advantages of using the Super User Role include:
- Ability to maintain a smooth procurement flow even if certain users are currently unable to use Precoro. For example:
- A purchaser got sick/went on vacation and forgot to enable vacation mode in Precoro and choose a backup approver.
- A user has Pending/In Revision documents, and the approval process got jammed due to somebody’s absence.
- Ability to quickly make corrections and updates to a document. No need to push lots of employees to correct mistakes or add some details in documents and wait for the changes to be made.
What You Can Do with the Super User Role
Document and Approval Actions
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Access all the documents according to their Locations, Documents Custom Fields access, and Roles.
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Revise, Send for Revision, Approve, Reject, and Cancel all the available documents (even if Super User does not have an approval role or is not added to the Approval Workflow).
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If a Super User is not added to an Approval Workflow and approves a document, in the Approval flow, the email and the notion Action by Super User will be written in the document. This way, the document creator and other approvers can understand who has approved this document. However, if the Super User is also an Approver in the Workflow, there will be no additional Action by Super User tip in the approval steps.
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If a Super User is also an Approver, the info card Approve will contain only those documents that need to be approved by the Super User as Approver.
- Super Users can Approve, Reject, or Revise Matching Purchase Orders.
Re-Approval Actions
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It will not trigger re-approval if a Super User takes the document for revision and makes any changes to Documents Custom Fields, Budget, Item Price, or other fields that would trigger the re-approval process for other users without this role.
You can find more information on triggering the re-approval process in Precoro here.
- However, the document with In Revision status will have two buttons: Confirm and Confirm and Restart Approval. If Super Users think that others should re-approve the changes made, they can press the Confirm and Restart Approval button to trigger the re-approval.
Editing Email Addresses of Registered Users
Important to Note
- Super Users cannot work with the Draft documents of other users.
- Super Users cannot confirm Revisions initiated by other users (only the initiator can confirm one's revision).
- Super Users can only cancel payments if they have the Pay role. For example, if the Invoice or Purchase Order you want to cancel is partly paid, you would need to cancel the payments first.