Goal:
Updating permission settings to provide a user to the Settings → Finance sections
How do I give a user permission to view Settings and then Finance?
The following article outlines how to give a user access to the Finance Settings sections in Procurify. This includes the following Granular Permissions: Manage Chart of Accounts, Manage Budgets, Account Code Correction, Manage Bank & Credit Card Accounts, Manage Currency Rates, Manage Tax Types and Closing Months.
Steps:
Select Settings on the left-hand navigation bar
Select Manage Users
Locate and select the user you'd like to grant permission to Settings and Finance
Select the Roles & Permission tab
Select the Edit Permission tab
Select the Settings tab
Select the checkbox next to Finance and select Apple. If you have Granular Permission set up, select the Arrow beside Finance and select the checkboxes next to the Granular Permission you would like to apply to the user. Once complete select Apple.
Additional Information:
User settings can only be adjusted by Superusers or Users with customized access to settings
If you're not able to adjust Granular Permission and you would like access to this feature, please contact your Customer Success Manager.