- 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.
For example, compare the two images below. The first has default category labels, Location and Department.
The second has customized category labels, Project and Teams
If organizational categories have been customizes, your interface text may differ. Buttons, copy, and tabs in your account may appear different than articles that maintain the default Location and Department labeling.
Customized Category Issues
Here are some common issues that customers experience with Customized Organizational Categories:
Why can't I see my Location, Department or Approver in the drop-down?
Can I change the Location and or Department of a submitted request?
Why don't my CSV files or import templates match the labeling in my Procurify account?