Goal:
- Managing user roles
- Can I limit access to Procurify
- How to create a custom role
- Creating a unique user account permission settings
User roles can be configured to have access to different sections of Procurify, including the Settings page.
- Navigate to the Settings → Manage Roles & Permissions.
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Click the + New Role button to add a new custom role.
- Existing roles can be modified or deleted by clicking on the box on the right.
- Give your role a title and select which sections of Procurify users will have access to. Click the arrows to expand each section and choose the access levels for your custom role.
- Be sure to select permissions for both General and Settings
- Be sure to select permissions for both General and Settings
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When creating a new role, click Add Role to save changes, or click Save when editing an existing role.
- Hovering over each permission icon provides more context on the role permissions.
After your custom role has been saved, apply it to your users.