Champion & Superusers
Getting started with Procurify
81 articles
- Procurify's core settings
- How to contact Procurify Technical Support
- What web browser does Procurify Support?
- FAQ: Mobile
- Getting started with Procurify
- How to create a new Department
- How to setup Chart of Accounts
- How to setup taxes in Procurify
- Understanding Purchase Order Numbering in Procurify
- How to leave a comment
- How to manage custom fields on Order Requests
- What happens to historical data when a custom field is deleted?
- Application Settings Page
- What is the password policy for Procurify?
- Can I create a unique order request number?
- How do I change my email address in Procurify?
- How to Configure User Access to System and Finance SettingsHow to grant or restrict user access to the Settings page and delegate specific administrative tasks, such as managing Account Codes or Budgets, without granting full Superuser control.
- How to add order item unit types
- Procurify Account Access Overview
- How to grant and revoke Procurify Account Access
- Configuring the AP Bill Submission Form
- Supported File Types in Procurify
- How to Add Shipping Addresses in Procurify
- How to deactivate Single Sign-On (SSO)
- How to log into Procurify when SSO is disabled
- Is it possible to make Google Login required for users?
- How to setup the OneLogin SSO integration with Procurify
- How to Set Up Single Sign-On (SSO) in Procurify
- Creating your Applications for Procurify in Okta
- Creating your Applications for Procurify in Azure
- How to assign Azure users to Procurify
- Troubleshooting Single Sign-on
- Assigning Users to Procurify from Okta
- How to login to Procurify using Multi-factor authentication(MFA)
- How to update user emails when using SSO
- Troubleshooting SSO Login Error: AADSTS700016 (Azure / Microsoft Entra ID)
- How to Set Up Duo SSO in ProcurifyConfiguring Single Sign-On (SSO) using Duo.
- How to assign Approval permission
- What is the purpose of the home Location & Department within a user profile?
- How to log out of the Procurify mobile App
- How to View Other Users' Approvals and OrdersConfigure Approver View Access to allow authorized users to monitor pending order, travel, and expense requests assigned to other approvers across the organization
- How to add a new user
- Can I Reset or Change Someone Else's Password?
- Is it possible to delete users?
- How to deactivate users
- How to add or change your profile picture
- What happens to account data when a user is deactivated?
- What is a Superuser?
- Can Superusers turn on/off the notifications of other users?
- How to assign a default Location and Department for a user
- Managing Users Overview
- Can I update user emails in bulk?
- What happens if I exceed the seat limit in my account?
- User Types in Procurify
- How to Limit Receiving Access by Location and DepartmentRestrict a user’s Receive list to specific organizational units by assigning Location and Department access within their user profile.
- 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 Assign User Roles in Procurify
- How to Assign and Adjust User Location Access in ProcurifyLocation access controls where users can perform actions in Procurify, such as submitting requests, approving orders, or receiving items. This guide covers how to assign and manage location access at…
- 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 assign permission to Manage Financial Accounts
- 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.
- How to Update the Location and Department Naming Convention
- How to Edit a Department Name
- How to add a new Location
- How to Update Locations and Addresses in ProcurifyModify existing organizational locations, update default Shipping and Billing addresses for your Purchase Orders, and perform bulk updates using the CSV import tool.
- Why can't I see my Location, Department or Approver in the drop-down?