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How to assign permission to Manage Financial Accounts
How to assign permission to Manage Financial Accounts
Updated over 11 months ago

Goal:

  • Assigning permission access to the Financial Accounts section in Procurify

Steps:

  1. On the left-hand navigation bar select Settings

  2. Select Manage Users

  3. Select the user you would like to edit permissions for

  4. Select the Roles & Permissions tab at the top of the screen

  5. Select Edit Permissions

  6. Select the Settings Option
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  7. Expand the Finance section by clicking the arrow

  8. Select the Check boxes of the permission you wish the user to have
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  9. Once selected, click the Apply button to save changes

Additional Information:

  • N/A

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