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Why am I unable to see the Procure Tab or Purchase Orders?
Why am I unable to see the Procure Tab or Purchase Orders?
Updated over 8 months ago

Answer:

There are two reasons why a user cannot view a Purchase Order or a Procure tab:

  • role permission issue

  • Location permission issue.

Solution #1

If access to a certain area within the application is limited, such as access to the Procure tab, it is likely that your permissions or role need(s) to be adjusted. These changes will need to be made by your account administrator or a user with access to the appropriate section within the Procurify Settings.

Steps for Assigning Procure Permission:

  1. Navigate to Settings → Manage Users

  2. Select the applicable user

  3. Click Roles & Permissions beneath the user's name

  4. Click Edit Permissions

  5. Using the checkbox, select Procure, or use the drop-down arrow to expand the permissions and select Create and View Purchase Orders.

  6. Click Apply

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Solution #2

If the user has the Procure role but cannot access a specific Purchase Order (PO), the restriction is based on the Billing address of the PO and not the Location or Department of the order items.

Steps for Assigning Procure Location Permission:

  1. Navigate to Settings → Manage Users

  2. Select the applicable user

  3. Click Roles & Permissions beneath the user's name

  4. Ensure that the user has Procure Permissions.

  5. Click Locations next to Procure

  6. Select the applicable Locations

  7. Click Assign selected locations

If your domain has Procure by Department enabled, check that the applicable departments have been selected.

  1. Select the Departments button beside Procure

  2. Select the checkbox next to the applicable Departments

  3. Select Assign selected departments

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Additional Information:

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