Vendor Roles and Permissions

Three built-in roles

SKOOR vendor management ships with three roles designed to match how teams actually work. Each role controls what a user can see and do within the vendor module.

• Admin — Full access. Create, edit, delete, and approve vendors. Manage roles. Configure approval workflows. Access all spending data and reports. Run 1099 filing.
• Manager — Approve new vendors and edit existing records. View spending analytics. Cannot delete vendors or change role assignments.
• Associate — View-only access. Can browse the vendor directory and see basic contact information. Cannot approve, edit, or delete vendors.

Assigning roles

Navigate to Settings and then Team in your SKOOR dashboard. Select a team member and choose their vendor management role from the dropdown. Changes take effect immediately. A user can hold different roles across different SKOOR modules.

Role inheritance and approval chains

Roles interact with approval workflows. When a new vendor is submitted, only users with Manager or Admin roles can approve. If your approval chain requires two approvers, both must hold at least Manager access.

Impact on Business Health Score

Proper role assignment is a governance signal. The SKOOR AI agent tracks whether your vendor management has clear ownership. Businesses with well-defined roles and approval chains score higher on Pillar 3: Business Credit within the Business Health Score.