Summary (TL;DR): Explicitly grant users access to specific Locations to determine where they can perform actions like requesting, approving, or receiving within Procurify.
NOTE: Even if your organization only operates out of one Location, you must still explicitly assign it to every user before they can utilize the platform.
Prerequisites
Superuser access or a custom role with Manage Users permissions.
Target Locations must already be created in the system.
Note: Labels like "Location" or "Department" may vary based on your domain's custom organizational categories.
Procedure
Method 1: Manual Assignment (Individual)
Use this method to precisely control a single user's access across different permission categories.
Navigate to Settings > Manage Users.
Click the name of the user to open their profile.
Select the Roles & Permissions tab.
Identify the permission category you wish to adjust (e.g., Request, Approve, Procure, or Receive).
Tip: Click the drop-down arrow next to a category to assign locations to granular, sub-level permissions.
Click the button in the Assigned Locations column (the button displays the current number of active locations).
In the pop-up, check the boxes for the specific Locations to grant access, or click Assign All Locations for global access.
Click Assign Selected Locations to save.
Method 2: Bulk Update via CSV Import
Use this method for mass updates across your organization. This is only available if Granular Permissions are enabled on your domain.
Navigate to Settings > Import Data.
Locate the Permissions section and click Download Template.
Open the CSV and enter the Location names for each user permission.
Save the file and upload it via the Import Data page to apply changes.
Next Steps
After assigning locations, have the user refresh their session. They should now see the assigned Locations available in dropdown menus when creating an Order Request or managing a Bill.