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.
Navigate to the Settings → Manage Roles & Permissions.
Click the + New Role button to add a new custom role.
Existing roles can be modified or deleted by clicking on the
box on the right.
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
When creating a new role, click Add Role to save changes, or click Save when editing an existing role.
Hovering over each permission icon provides more context on the role permissions.
After your custom role has been saved, apply it to your users.