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How to add user to a PunchOut Group
How to add user to a PunchOut Group
Updated over 10 months ago

Goal:

  • how to add new users to Punchout groups in Procurify

  • adding users to Procurify PunchOut groups

You must be a Superuser or have custom permission to PunchOut Supplier Settings to complete the following steps.

Steps:

  1. Navigate to Settings → PunchOut Suppliers

  2. Select the View button under the applicable PunchOut

  3. Click the options button

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    next to the PunchOut Group and click Edit Group

  4. Click Edit next to the Group Access field

  5. Use the checkboxes to select users to assign access to this PunchOut group. Use the search field to type in and locate users as needed.

    • To invite all users, click Select all users.

  6. Click Save

  7. Click Complete Integration.

Step-by-step walkthrough:

Additional Information:

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