What is the 'Roles & Permissions' option in 'My Account' for?
All about our "Roles & Permissions" Scheme
When you visit the 'My Account' area of your BT Business Direct online account you will notice a section at the bottom called 'Roles & Permissions'. But exactly what is Roles & Permissions and how can it benefit business and organisational customers like you? Let us explain...
Roles & Permissions from BT Business Direct is the online account management tool that business and organisational customers have been waiting for.
With Roles & Permissions, even organisations with complex procurement processes designed to control expenditure and manage supply relationships can enjoy the speed and convenience of buying online.
Roles & Permissions allows business and organisational customers to:
- Keep control of online purchases by only giving order placement and authorisation rights to designated members of staff.
- Avoid 'maverick' spend by unauthorised members of staff thus staying in control of the purse-strings.
- Assign different levels of authority to specific individuals depending on their role within the organisation.
- Keep tabs on who is ordering what within your organisation.
- Manage everything online via the Administrator Role.
So what are the 'Roles' and their related 'Permissions?'
The Administrator: You can make one or more people in your organisation a Roles & Permissions Administrator. An Administrator enjoys the maximum level of authority available under the Roles & Permissions scheme. Administrators can view any personalised pricing that has been agreed for their organisation, as well as view, place, edit and authorise orders. They can also add, delete or amend those contacts given authority to use your organisation's online account. In addition, Administrators are responsible for managing the level of authority awarded to any individual contact.
The Authoriser: Authorisers have the ability to effectively 'sign off' an online order - thus authorising placement on behalf of their business or organisation. Authorisers can also view any personalised pricing that has been agreed for their organisation, as well as view, edit and place orders too.
The Requester: A Requester is someone authorised to place or edit an online order, but not to sign it off. Requesters can also view any personalised pricing that has been agreed for their organisation. Once a Requester has placed an online order, it won't be processed until an Authoriser approves it.
The Viewer: This is the lowest level of authority under the Roles & Permissions scheme. As the name suggests, a Viewer is allowed to log in to the organisation's online account in order to view any personalised pricing that has been agreed for their organisation, However, they are not permitted to access transactional history, or place, edit or approve online orders.