- Customize a new role type that can be applied to multiple users.
- Procurify web app
- If you’re looking for more information on this topic, head over to the Procurify Community to learn more. If you’re experiencing a technical issue, please reach out to our Support Team for assistance.
Navigate to Settings from the left-hand navigation bar.
Select Manage Roles & Permissions under the "Set up & Manage" settings.
Select the orange New role button in the upper right hand corner.
Enter the Role name.
Assign this role access to different parts of Procurify by checking the boxes next to available permissions.
When done, select the Add Role button.