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How to disable travel, expense, and/or fund requests for users
How to disable travel, expense, and/or fund requests for users
Updated over 10 months ago

You must be a superuser or have custom permission to Users and Roles to complete the following steps.

To disable certain request types for all users:

  1. Navigate to Settings→ Manage Roles & Permissions

  2. Click the Options Button

    next to Requester to edit the role

  3. Click the arrow > in front of the Request icon to show all options

  4. De-select the checkboxes for the applicable Request types.

  5. Click Save

To disable certain request types for select users:

  1. Navigate to Settings→ Manage Roles & Permissions

  2. Click + New Role

  3. Name the role, E.g. Requester (Orders Only)

  4. Select the arrow > in front of the Request icon to show all options

  5. Select the checkbox for the applicable Request types.

  6. Click Save Role.

  7. Under Assigned Users, click 0 Users

    to begin assigning users to this role

  8. Select the Checkboxes next to the users to apply this role.

  9. Click Assign Selected Users.

Additional Information:

  • If you don't see these options, reach out to a Procurify Representative to have granular permissions enabled on your domain.

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