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  1. User Permissions
  • July 27, 2023 18:19
  • Updated

How to change user permissions

Internal

  • 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. 

Steps:

  1. Navigate to Settings → Manage Users

  2. Click on the user to have permissions updated.

  3. Click the Roles & Permissions tab.

  4. Select Edit Permissions.

  5. In the pop-up window, toggle between the General and Settings tabs and check/uncheck applicable permissions.

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  6. Click Apply to save changes.

Additional Information:

  • User Access Levels in Procurify
  • Applying User Roles
  • Managing User Roles and Permissions
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