How to Invite a New User

This tutorial outlines how to add a new user and assign roles within Procurify. Only superusers are able to create a user login.

Navigate to Settings from the left-hand navigation bar.
Select Manage Users under the Set up & Manage settings.
Select the orange Invite User button in the upper right hand corner.
Enter the person’s information.
Choose if they will be using Google Single Sign-on.
Choose whether you will send them an invitation email or set up their password manually.
Select blue Invite User button in the bottom right-hand corner.
The new users name will appear under Pending. Select the newly added user.
Select the top tab Roles & Permissions
Select Apply a Role
Select from one of the roles provided, or select one and click Customize Role to add more/less to the users Roles & Permissions
Select Apply Role
Assign Locations to the user by clicking the buttons Locations under the Assigned Locations column
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)
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.