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Champion & Superusers

Getting started with Procurify

83 articles
Deactivating Locations with Pending POs

User Permissions

How to update Receiving access within the Receive list by Location & Department
How to set or edit a purchaser's price edit variance limit
What happens if I remove all user roles assigned to a user?
How to apply a role to a user
How to create a new user role
How to Assign and Adjust User Location Access in ProcurifyLearn how to assign and manage location access for users to control which parts of the platform and financial data they can view or interact with based on their role.
How to reactivate a deactivated user
Can you Limit User Permissions Based on Location?
Can I limit Purchasers able to purchase items for specific locations/departments?
How to set up Catalog Permissions
FAQ: Permissions
How to disable travel, expense, and/or fund requests for users
How do I view Budgets on the Dashboard
User Roles and Custom Permissions OverviewUnderstand Procurify's default user roles and learn how to customize individual user permissions to control access to modules, features, and system settings.
How to assign Superuser permission settings
How to provide a user access to settings and finance
How to update a users Location permissions
How to assign permission to Manage Financial Accounts
Can I limit a Receiver to only be able to receive orders for their location/department?
Accounts Payable Role Permissions
How to Assign Reports Access in ProcurifyConfigure user permissions to grant access to the Reports module and define exactly which financial data they are authorized to view and export based on their location and department.