Summary (TL;DR): Use these specific backend permission names when bulk importing user roles to ensure accurate mapping between your CSV file and Procurify.
Understanding the Import Format
When importing user permissions, your CSV file must use the Permission Name (backend ID) rather than the display name shown in the UI.
Location Assignment: Some permissions require a Location to be specified (e.g., Requesting), while administrative permissions (e.g., Managing Vendors) are typically global.
Case Sensitivity: Ensure these names are entered exactly as shown (lowercase with underscores) to avoid import errors.
Permission Reference Table
Procurement & Requesting
Permission Name (CSV Value) | UI Display Name / Grant Access To | Location Required? |
| Request for order | Yes |
| Request for expense | Yes |
| Create & view purchase orders | Yes |
| Receive purchase orders | Yes |
| Manage product catalog | No |
| Manage Vendors | No |
Approvals & Finance
Permission Name (CSV Value) | UI Display Name / Grant Access To | Location Required? |
| Approve order | Yes |
| Approve bills | No |
| Bills / Unbilled PO / Unbilled Expenses | No |
| Payment Processing / Payee Management | No |
| Editing approved bills | No |
| Manage closing months | No |
Reporting
Permission Name (CSV Value) | UI Display Name / Grant Access To | Location Required? |
| View orders by vendor | No |
| View Accrual Report | No |
| View Overall Spend | No |
| Manage report access | No |
System Administration
Permission Name (CSV Value) | UI Display Name / Grant Access To | Location Required? |
| Manage users | No |
| Manage roles & permissions | No |
| Manage approval routing | No |
| Import data | No |
| Access integrations | No |
| Manage locations & departments | Yes |
Troubleshooting Common Import Errors
Invalid Permission Name: If the import fails, verify that there are no trailing spaces in your CSV cells.
Missing Locations: If you assign
add_orderwithout a corresponding Location, the user will be unable to submit requests.Special Characters: Do not use quotes or brackets around the permission names in your CSV file.