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How to create a new user role
Updated over a week ago

Goal:

  • Managing user roles

  • Can I limit access to Procurify

  • How to create a custom role

  • Creating a unique user account permission settings

User roles can be configured to have access to different sections of Procurify, including the Settings page.


  1. Navigate to the Settings → Manage Roles & Permissions.

  2. Click the + New Role button to add a new custom role.

    • Existing roles can be modified or deleted by clicking on the

      More_options.png

      box on the right.

  3. Give your role a title and select which sections of Procurify users will have access to. Click the arrows to expand each section and choose the access levels for your custom role.

    • Be sure to select permissions for both General and Settings

      Screen_Shot_2018-10-22_at_4.17.16_PM.png
      Screen_Shot_2018-10-22_at_3.42.51_PM.png
  4. When creating a new role, click Add Role to save changes, or click Save when editing an existing role.

    Screen_Shot_2018-10-23_at_11.38.50_AM.png
    • Hovering over each permission icon provides more context on the role permissions.

      Oct-23-2018_12-41-21.gif

After your custom role has been saved, apply it to your users.

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