The Spendflo platform uses role-based access control to ensure users have the appropriate level of visibility and authority within the system.

There are two primary roles:

• Requester
  
  

• Admin
  
  

Each role is designed to support specific responsibilities within your organization.

1. Requester

Overview

A Requester is a standard platform user responsible for creating and tracking requests.

This role is ideal for team members who interact with contracts, vendors, or deals operationally but do not require administrative control.

The Requester role focuses on action and visibility within defined boundaries.

What a Requester Can Do

Request Management

• Create new requests
  
  

• View and track their own requests
  
  

• Edit or update submitted requests (based on workflow rules)
  
  

• View request history and status updates
  
  

Limited Data Visibility

• View details tied directly to their submitted requests
  
  

• Access associated vendor or contract information where applicable
  
  

Basic Analytics

• Access personal or limited dashboards
  
  

• View summary metrics related to their activity
  
  

What a Requester Cannot Do

• View all organizational contracts
  
  

• View all vendor records
  
  

• Access organization-wide deals
  
  

• Configure system settings
  
  

• Manage users or permissions
  
  

• Access advanced reporting
  
  

2. Admin

Overview

An Admin is responsible for governance, oversight, and system configuration within the Spendflo platform.

Admins have full access to the platform’s data and settings and are typically assigned to leadership, operations heads, or system owners.

Admins inherit all Requester capabilities and have expanded control across the organization.

What an Admin Can Do

Organization-Wide Visibility

• View all requests across the organization
  
  

• View all contracts
  
  

• View and manage all vendors
  
  

• Access all deals and commercial details
  
  

Advanced Analytics & Reporting

• Access advanced dashboards
  
  

• Generate and export detailed reports
  
  

• Analyze organization-wide performance metrics
  
  

User & Permission Management

• Create new users
  
  

• Assign and modify roles
  
  

• Manage user permissions
  
  

• Deactivate or update user accounts
  
  

Platform Configuration

• Configure integrations with external systems
  
  

• Manage system settings
  
  

• Configure workflows (if enabled)
  
  

• Control access policies
  
  

Role Comparison Summary 

Role Assignment Guidelines

• Assign Requester to users who need to initiate and track requests.
  
  

• Assign Admin to users responsible for oversight, governance, and system management.
  
  

• Limit Admin access to trusted individuals to maintain data security and compliance.