- No additional charge for granular permissions
SEO: Change permissions within an employee's role, edit permissions, Add or remove permissions for a certain staff member, Update permissions for a single user, Customize a user's role, customize settings page
Permissions are used to define user access to nearly all of Procurify. Follow the steps below to configure a user's access within each module, including the settings page. To make these changes, you will need access to Settings and Manage Users.
This is beneficial if you would like to:
- Hide links to unused features such as Travel Requests or Spending Carts
- Configure the Settings Page and only allow access to certain settings
If you don't see specific permissions within each module, please reach out to a Procurify representative to have it enabled on your domain.
Navigate to Settings → Manage Users
Click on the user to have permissions updated.
Click the Roles & Permissions tab.
Select Edit Permissions.
In the pop-up window, toggle between the General and Settings tabs and check/uncheck applicable permissions.
Click Apply to save changes.