Internal Notes:
- Understanding Customized Organization Categories
- What are the Location, Department fields?
Procurify organizes users, requests, many elements of our system using Organizational Categories. There are two levels of organizational categories: primary and secondary organizational categories.
While "Location" and "Department" are the default organizational categories, Procurify allows organizations to configure the the labels on these categories to fit your organizations structure. If you don't see Location and Departments, it means your account has a customized categories.
Below is an image of an instance with the default category labels, Location and Department.
The image below is an instance with customized category labels, Project and Teams
Interface Differences
If organizational categories have been customized, your interface text may differ. Pages, buttons, and tabs in your account may appear different than in our Knowledge Base and other resources.
These include, but are not limited to, catalog tags, account code access, setting up approval routings, user permissions etc.
Best Practice: It is important that you inform your teams that your Procurify instance has customized organizational categories, so that they can understand Knowledge Base articles accordingly.