When Purchase Orders are enabled for your organization, user access to its features is determined by specific permissions.
By default, regular Employees are not permitted to submit requests for Purchase Orders. You can also configure permissions for card requests in this settings page. This can be done in Settings under User Management.
Understanding PO Permissions
- Own POs: Users can view and download POs they requested, approved, or are the PO Owner for. They can set shipping and billing information and close their POs.
- All POs: Users can view all POs in the organisation. They can import POs from NetSuite and sync all POs to NetSuite.
- Settings: Users can manage accounting connections, and configure how bills match to purchase orders.
Default Role Permissions
Airwallex's default roles come with pre-defined permissions:
- Employee: Can only view their own POs.
- Bookkeeper, Finance Manager, Finance Admin, Admin, Owner: These roles can manage all POs and manage settings in addition to viewing their own POs.
For organizations that need more specific control, users authorized to create custom roles can design custom roles with different levels of permissions.