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How Do I Invite My Team and Assign Permissions?

You can create an individual account for each person on your team. When you add a user, Inn-Flow Procurement, the purchasing marketplace that connects your hotels with vendors automatically emails them an invitation with login instructions. What each user can see and do is controlled by the permission role you assign.

Invite a Team Member

  1. Navigate to Configuration, then open the Users section.

  2. Select Add User and enter the team member's name and email address.

  3. Choose a permission role for the user (see the roles below).

  4. Save. Inn-Flow Procurement emails the invitation automatically.

Permission Roles

Permissions determine which features and actions a user can access. Each role includes everything in the role above it, plus additional access:

Role

What they can do

User

Basic purchasing access: place orders, optimize cart, build order guides, connect vendors, assign GL codes (the accounting codes used to categorize spend), and view the Dashboard and Reports.

Property Administrator

Everything a User can do, plus blacklist products, edit budgets, and approve orders.

Full Access

Everything a Property Administrator can do, plus manage properties, manage users, and set spend limits.

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