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  • December 22, 2022 21:35
  • Updated

How to assign a default Location and Department for a user

Due to customization, your interface text may differ. In this article, we are using the default labels Location and Department. Learn more here. The following article outlines how to establish or set up a home Location and home Department for a user. This allows the user to have a default drop-down option when they submit a Request for Order, Travel or Expense. 


Steps:

  1. Select the Settings tab on the left-hand side 

  2. Select Manage Users 

  3. Select the user in question 

  4. Select Edit Information 

  5. Update the Home Location field first 

  6. Update the Home Department field 

  7. Select Save Changes 

 You've successfully assigned the user a default location and department. 

 

Additional Information: 

  • Only a Superuser can update these settings. 
  • Assigning a default location for a purchaser will populate the Bill To section of the PO.
  • It is possible to mass update Location and Department for users. Learn more. 
  • What is the purpose of the Home Location & Department with a user profile?
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