Applicable to the following Sastrify plans:

Legacy*EssentialsProPlatinum


* Legacy includes all plans signed prior to November 1, 2023 and labelled as "Starter", "Advanced"

"Professional" or "Enterprise".


In the Sastrify app, we provide diverse user roles and permissions tailored to accommodate various responsibilities. Your organization has the flexibility to assign three distinct roles: Admins, Contributors, and Viewers.


The table below explains the distinctions among these roles along with their respective permissions:



  Permissions

Admin

Full access to the platform



Contributor

Access only to the invited Subscriptions and can view all Initiatives



Viewer

Access to Tool Store and Tool Initiatives (excl. the budget related information)



 Tool Stack

View Tools

Create Tools

Edit Tools

                    ✔ (1)

Delete Tools

View financial   Information     (spend)

                   ⚠ (2)  

Manage spend

                   ✔ (1)

Manage     documents

                   ✔ (1)

Create custom   tasks

                        (1)

Add comments

                  ✔ (1)

Vendor Insights

                  ✔ (1)


  Initiatives

View initiatives

Create Initiatives

Edit Initiatives

.             ⚠ (4)
Delete Initiatives


  Account Settings

Invite Users

                   ⚠ (3)

Edit Users

Delete Users

Manage     integrations

Manage settings

Create Workflows

View renewal   settings

Customize   renewal alert



(1) This action is only available if the user has access to the appropriate tool.

(2) View financial information (spend): Contributors will only see the spend (total and under individual subscriptions) for the tools that they have been granted access to.

(3) Invite users: Contributors will only be able to invite other Contributors and grant them access to the subscriptions or new solutions that they have access to. They cannot invite users and assign them Admin roles.

(4) Edit Initiatives: Viewers can view, comment, attach documents, link tools, and act on tasks assigned to them. They cannot change the status or view/edit budgeting information.


The table below explains the differences between these roles and the available menu navigation for each:


Navigation elements

Admin

Full access to the platform


Contributor

Access only to the invited Subscriptions and can view all Initiatives


Viewer

Access to Tool Store and Tool Initiatives (excl. the budget related information)


Profile

 

Overview

 (5)

Tool Stack

 (5)

Spend Import

 (10)

Initiatives

 (6)

 

Support

 

Tool Store

 

  (9)


  Optimization

  Pricing Benchmarks

 

  Potential Savings

 

  Achieved Savings

 

  SastriCloud

 


  Settings

  Authentication

 

  User Management

  (7)

  Workflows

  Task Automation

  Notifications

 

 

  Usage Analytics

  (8)

  Discovery 

  (8)


(5) View and edit all tools they have access to.

(6) View and participate in all initiatives for which they are an approver. Can start initiatives for subscriptions they have access to.

(7) Can view and invite users, but not edit existing users.

(8) Can view but not add connections.

(9) Can view list of tools but not subscription details.

(10) Can view the imported spend and failed invoices for the tools they have access to.