Granular permissions provide users with the option to restrict and provide access to nearly all of Procurify. With granular permissions enabled, you can create a custom view for each user from Request to Receive, including a custom settings page.
What are the Benefits?
Hide links to unused features
Want your users to be able to make Purchase Orders, but don't want to give all users access to the Product Catalog? Users will only be able to see what you want them to.
Custom Settings page
Only need access to one thing on the Settings page? Users can now have custom Settings pages, ensuring that no accidental changes are made.
Speed up your workflows
With users only being able to see what's related to their roles, they'll no longer have to rely on a Superuser to provide them with exports, downloads, or Settings changes, allowing each user to focus on their own tasks.
What do I need to set up before I can use granular permissions in Procurify?
Granular permissions are available to all Procurify customers. If permissions are not available at your domain, please email your Procurify Representative.
After granular permissions are enabled, view the articles below for more info:
- How to assign Granular Permissions
- User Access Levels in Procurify
- Applying for User Roles
- Managing User Roles and Permissions
- Assigning User Locations
- Customizing the Settings Page