How to Invite a New User

The following article outlines how to add a new user to Procurify. When a new user is added, roles, permissions, and locations must be assigned to ensure the user is able to effectively access and use Procurify. 

Part 1: Add a new user

1. Navigate to Settings from the left-hand navigation bar.

2. Select Manage Users under the Setup & Manage settings.

3. Select the orange Invite User button in the upper right-hand corner.

4. Enter the person’s information.

5. Choose if they will be using Google Single Sign-on.

6. Choose whether you will send them an invitation email or set up their password manually.

7. Select the blue Invite User button in the bottom right-hand corner.

Part 2: Add roles & permissions 

1. The new user's name will appear under Pending. Select the newly added user. 

2. Select the top tab Roles & Permissions

3. Select Apply a Role 

4. Select from one of the roles provided, or select one and click Customize Role to add more/less to the user's Roles & Permissions

5. Select Apply Role

Part 3: Add Locations

1. Assign Locations to the user by clicking the buttons Locations under the Assigned Locations column

2. Click the checkboxes for all locations the user should have access to( Procurement Roles may need a department assigned, depending on your domains set-up)

3. Click  Assign Locations to save the information to the user

With all steps completed, the user should now have Roles & Permissions added and can now begin to use the system.