Manage buyer and planner permissions

Admins can control which users are assigned to buyer and planner permission groups. Adding or removing a user from a group changes the actions that user can take in SourceDay.

Limited feature: This feature is currently available only to limited companies and may require additional integration and set up.  Please reach to your Customer Success Manager to determine if this is right for your company.

Update a user’s permissions

1. Open Account Settings.
2. Select Roles and permissions.
3. Find the permission group you want to update.
4. Select Assign users to review the users assigned to that group.

1. In the window that opens, select or clear each user:
   • Select a user to add them to the permission group.
   • Clear a user to remove them from the permission group.
2. Select OK to save your changes.

The user’s permissions will update based on the groups to which they are assigned.