Internal:
- notion
- procurement access
- SEO: Can I control and select which approved Order Items Purchasers are allowed to procure? Can a buyer only buy items for select locations/departments?
- restrict purchasers, designate purchasers
This article refers to “Location” and “Department”. Your domain may have different labels due to custom organizational categories.
Answer:
Yes! You can configure your Purchasers to purchase items for specific Locations/Departments.
Via user role permissions, Purchasers' can be restricted to purchase items for orders submitted from specific Locations.
If you would further restrict purchasing to departments, please reach out to a Procurify Representative to enable Purchase by Department on your domain.
When enabled, you will see an additional Departments button when managing Purchasers' permissions.
Important: When Purchase by Department is enabled on your domain, all purchasers' permissions will be reset to 0 departments, losing access to procurement items until permissions are re-configured. Ensure to follow the steps below to configure purchasing permissions for all purchasers. We suggest communicating this process with your Purchasers before making changes.
Updating User's Purchasing Access by Department
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Navigate to Settings → Manage Users.
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Select the applicable User
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Click the Roles & Permissions tab.
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Ensure the user has the Procure permission.
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Click the Locations button next to the Procure permission to select the appropriate Locations. Then click Assign Selected Locations.
- Click the Departments button to assign departments for which the Purchaser should procure items. Then click the Assign Selected Departments button. At least 1 department must be applied
Additional Information:
- if you do not see the Departments button for Procure, please contact a Procurify Representative to enable Purchase by Department on your domain.
- Can I limit a Purchaser's access to Purchase Orders for certain locations/departments?
- Can I limit a Receiver to only be able to receive orders for their location/department?