Vendors Custom Role and Permissions

Overview

Available on Ramp Plus. See Ramp Plus overview for plan details.

Custom roles allow admins to customize the specific permissions of each role across the different product areas on the platform.

The Vendors permission group lets admins give users targeted access to vendor management in Ramp without giving them full Admin access. You can use these permissions on a customizable built-in role or add them to a custom role when someone needs to view vendors, manage vendor records, or work with vendor contracts.

To get started:

• Go to Company > Settings > Roles & permissions to edit role permissions.
• You can apply these permissions to a customizable built-in role, or to a custom role if only a subset of users needs vendor access.
• Some Vendors permissions apply to all vendors in your account, while others apply only to vendors the user owns.
• For a complete breakdown of permissions across all product areas, see Customizing Roles and Permissions.

How to configure vendors permissions

1. Go to Company > Settings > User roles.
2. Select the role you want to update, or create a custom role.
3. Scroll to the Vendors permission group.
4. Turn the relevant permissions on or off. If a permission includes a scope dropdown, choose the scope you want to apply.
5. Click Save changes.

Vendors permissions

• View all vendors: allows users to open the Vendors page and view vendor profiles across your account.
• Edit details on vendors they own: allows users to update vendor records only for vendors they own.
• Create and delete any vendor: allows users to create vendor records and delete vendors.
  • Delete vendors they own: allows users to delete only the vendors they own.
  • Edit details on all vendors: allows users to update vendor records across the company, not just vendors they own.
• Edit vendor payment & tax details: allows users to update vendor payment details and tax details.
  • If you want users to see this information without editing it, use View vendor payment & tax details.
• View vendor documents: allows users to open documents stored on vendor profiles, such as contracts or tax forms.
• Request payment details and onboarding forms from vendors: allows users to send vendors requests for payment details and onboarding forms from Ramp.
• Merge vendor contracts: allows users to merge vendor contract records.
  • Modify vendor contracts and renewal information: allows users to update contract details and renewal information.
  • View vendor contracts and renewal information: allows users to view contract details and renewal information.
• Price Intelligence: Allows users to access Ramp’s Price Intelligence for supported vendors.
• Seat Intelligence: Allows users to access Seat Intelligence in the vendor experience.

Frequently asked questions

Can I let someone create vendors without also letting them delete vendors?

No. The Create and delete any vendor permission is bundled, so it is not possible to grant vendor creation without also granting vendor deletion.

What’s the difference between owned-vendor permissions and all-vendor permissions?

Owned-vendor permissions apply only to vendors the user owns. All-vendor permissions apply across your account.

When should I use a custom role instead of editing a built-in role?

Use a custom role when only certain users need this vendor access. If every user with a built-in role should get the same Vendors permissions, you can update that built-in role instead.