Objective:
- adding a new user
- inviting a new user
- how to add a new user
- How do I add a new user
- user management
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
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Navigate to Settings from the left-hand navigation bar.
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Select Manage Users under the Setup & Manage settings.
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Select the orange Invite User button in the upper right-hand corner.
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Enter the person’s information.
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Choose if they will be using Google Single Sign-on.
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Choose whether you will send them an invitation email or set up their password manually.
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Select the blue Invite User button in the bottom right-hand corner.
Part 2: Add roles & permissions
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The new user's name will appear under Pending. Select the newly added user.
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Select the top tab Roles & Permissions
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Select Apply a Role
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Select from one of the roles provided, or select one and click Customize Role to add more/less to the user's Roles & Permissions
- Select Apply Role
Part 3: Add Locations
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Assign Locations to the user by clicking the buttons Locations under the Assigned Locations column
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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)
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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.
Additional Information:
- Superusers and users with Manage User permissions can perform the following steps
- How to assign a default Department and Location for a user