How to update a user's purchasing access

The following article outlines how to update a Purchaser's permissions settings. Due to customization, your interface text may differ. In this article, we are using the default labels Location and Department. Learn more here.

Important: This feature requires appropriate Departments to be assigned to each Purchaser individually. Purchasers may temporarily lose access while settings are being configured. We suggest  informing your Purchasers when making changes. 

Steps:

1. Within Settings, select Manage Users under the Setup & Manage section.

2. Select a User from within the list.

3. Select the Roles & Permissions tab.

4. Make sure the Purchaser has the Procure permission. If not, click on Edit Permissions at the top, and check the box to add the Procure permission. Once the permission is added, you should see the Locations and Departments button next to the Procure permission. Location or Department may be listed differently in your account based on your organization's categories. 

5. If the Locations have been assigned, continue to step 6. If not, select the Locations button next to the Procure permission to select the appropriate Locations. Once all the Locations have been checked, select the blue Assign Selected Locations button.

6. Next, select the Departments button.

7. Check the Departments you want the user to be able to create Purchase Orders for, then select the blue Assign Selected Departments button. Make sure to add at least 1 department to Procure since, by default, the departments assigned will be 0. Once both Location(s) and Department(s) are selected, the Purchaser will only see Order Items from the Departments that they were assigned to.