This article explains how to create and configure Requestor roles. These are limited roles that are restricted to requesting Work Requests or Purchase Requests.

  • May 19, 2026
  • Article

Title
Requestor Roles

Content

Requestor Users are designed to be limited Users that are specifically only able to create Work Requests or Purchase Requests. 

You can add multiple Roles to a single User. For example, if you had a User that you wanted to be able to view Work Order History and create Purchase Requests you could give them both Request-WOH and Requestor-PR.

 

 

Use the following steps to create or edit a Requestor Role.

  1. Select Administration.
  2. Select Roles.
  3. Click +New to create a role, or Edit to change an existing one.
  4. Check the Requestor? box at the top of the role.
  5. Edit the information for the following tabs
    • General:
      • View - permits users to view the module.
      • Edit - permits users to edit a record within the module.
      • Create - permits users to create a new record within the module.
      • Delete - permits users to delete a record within the module.
      • Inactivate - permits users to inactivate a record within the module.
      • Share - permits users to print a record within the module.
    • Tabs:
      • Permits users within a given role to view certain tabs on a record per section.
    • Actions tab:
      • Allows users to use the Actions menu from each module.
    • Barcode Actions:
      • Requestors are not given permission to our Mobile Application.
    • Widgets:
      • Allows users within the role access to certain widgets.
    • Fields:
      • Per Role, shows which fields are Required, Normal, Read-only, or Hidden. The following modules have field-level security:
        • Assets
        • Parts
        • Purchase Requests
        • Purchase Orders
        • Work Requests
        • Work Orders
    • Dropdowns:
      • Provides access to options within the Receive To drop-down on PRs/POs.
  6. Select the Save button once completed.
URL Name
Requestor-Roles
People