How do I invite my team and assign permissions?

You can create individual accounts for each team member. Lilo automatically sends each user an email invitation with login instructions. Permissions are assigned by role:

1. “User”: Basic purchasing access. They have access to:

• Place orders

• Optimize cart

• Order guides: add, edit, remove

• Connect vendors

• Assign GL codes

• Access Dashboard & Reports 

2. “Property Administrator”: Expanded administrative permissions. They have access to:

• Place orders
• Optimize cart
• Blacklist products
• Order guides: add, edit, remove
• Edit budgets
• Connect vendors
• Approve orders
• Assign GL codes
• Access Dashboard & Reports

3. “Full Access”: Complete system access. They have access to:

• Properties: add, edit, remove
• Users: add, edit, remove
• Blacklist products
• Edit budgets 
• Approve orders
• Set spend limits
• Place orders
• Optimize cart
• Order guides: add, edit, remove
• Connect vendors
• Assign GL codes
• Access Dashboard & Reports