Why am I Unable to See the Procure Tab or Purchase Orders?

Question:

• Why can't I access the Purchase Orders option from the left-hand navigation menu?
• Unable to view PO's 
• I am unable to access Purchase Orders in Procurify 
• How to assign Procure Permissions 
• How do I give a user permissions to view POs? 

Answer:

There are two reasons why a user is unable to view a Purchase Order or a Procure tab. Firstly, it may a role permission issue or alternatively, it could be a Location permission issue. 

Solution #1

If access to a certain area within the application is limited, such as access to the Procure tab, it is likely that your permissions or role need(s) to be adjusted. These changes will need to be made by your account administrator or a user with access to the appropriate section within the Procurify Settings.

Steps for Assigning Procure Permission: 

1. Select SETTINGS from the left-hand navigation bar.
2. Select Manage Users under the Setup & Manage settings.
   
3. Locate the user within the list and select them.
4. Select the Edit Information button on the right-hand side.
5. Select the Roles & Permissions tab
6. Select Edit Permissions
   
7. Within the window that appears, select the checkbox next to Procure, or select the arrow beside Procure and select the checkbox Create and View Purchase Orders. (View image below) 
8. Select the blue Apply button.

Solution #2

If the user in question is still unable to access a specific Purchase Order (PO), even if the user has access to the Procure module, the restriction is based on the Billing address of the PO and not the Location or Department of the order items. 

Steps for Assigning Procure Location Permission:

1. Select SETTINGS from the left-hand navigation bar.
2. Select Manage Users under the Setup & Manage settings.
   
3. Locate the user within the list and select them.
4. Select the Edit Information button on the right-hand side.
5. Select the Roles & Permissions tab
6. Select the Locations button beside Procure
7. Select the checkbox next to the applicable Locations 
8. Select ASSIGNED SELECTED LOCATIONS 
9. Select the Departments button beside Procure 
10. Select the checkbox next to the applicable Departments  
11. Select ASSIGNED SELECTED DEPARTMENTS