002 — User Roles and Permissions¶

Two Roles at Your Company¶

flowchart LR
    CA["Company Administrator"] -->|"manages"| CU["Standard User"]

Standard User¶

The everyday buyer.

Can do	Cannot do
Browse the catalogue and search products	See or manage colleagues' accounts
Build and name wishlists	Create or deactivate users
Request products that are not in the catalogue	Manage user tags
Submit a wishlist as a Request for Quotation	See other companies' orders or prices
Review quotations and upload a Purchase Order
Track orders through to delivery
Chat with the Account Manager
Comment and attach files on an order

If a Standard User opens the Users or User Tags area, they are redirected to Orders.

Company Administrator¶

Everything a Standard User can do, plus managing their own company's people.

Additional ability	Where
Create new portal users for the company	Company Profile → Users
Edit user details	Company Profile → Users
Activate and deactivate colleagues	Company Profile → Users
Delete a user account	Company Profile → Users
Create and manage user tags	Company Profile → User Tags

The Two Switches That Control Your Access¶

A user can only sign in when both switches are on.

flowchart LR
    A["Active User<br/>set by your<br/>Account Manager"] --> AND{"Both on?"}
    B["Portal Active<br/>set by your own<br/>Company Administrator"] --> AND
    AND -->|Yes| OK["User can sign in and work"]
    AND -->|No| NO["Sign-in refused —<br/>'account is not active'"]

Switch	Controlled by	Business purpose
Active User (shown as Account Manager Approved)	SAMTIA Account Manager	Lets SAMTIA suspend your access — for example during a commercial dispute. You cannot undo this.
Portal Active (shown as Active / Inactive)	Your own Company Administrator	Lets you manage your own team — a leaver is switched off without involving SAMTIA.

In practice: if you switched a colleague back on but they still cannot sign in, SAMTIA may have switched off the Active User flag — contact your Account Manager.

Switching either flag off takes effect immediately — even for someone already signed in and working. It is not just a block on the next sign-in attempt; their current session is ended straight away. The same is true of promoting or demoting someone to/from Company Administrator.

Some organisations restrict which screens each person sees. When restrictions are in force, a menu item you are not permitted to use simply does not appear — you will not see a greyed-out option or an error message.

If a colleague describes a screen you cannot find, ask your Company Administrator whether your role includes it. Menu differences between two people at the same company are normal and intentional.

What Nobody Can Do¶

These limits apply to every user and are enforced by the system, not by convention:

See another company's data. Your information is separated from every other customer. There is no view that mixes two customers' orders, prices or users.
Delete an order that has left Draft. Once a wishlist becomes a Request for Quotation it can be cancelled or archived, but not deleted.
Delete someone else's wishlist. Only the person who created a wishlist can delete it.
Delete a file someone else uploaded. Only the person who attached a file can remove it.
Deactivate or delete your own account. You cannot lock yourself out.