You must be a superuser or have custom permission to Users and Roles to complete the following steps.
To disable certain request types for all users:
- Navigate to Settings→ Manage Roles & Permissions
- Click the Options Button
next to Requester to edit the role
- Click the arrow > in front of the Request icon to show all options
- De-select the checkboxes for the applicable Request types.
- Click Save
To disable certain request types for select users:
- Navigate to Settings→ Manage Roles & Permissions
- Click + New Role
- Name the role, E.g. Requester (Orders Only)
- Select the arrow > in front of the Request icon to show all options
- Select the checkbox for the applicable Request types.
- Click Save Role.
- Under Assigned Users, click 0 Users
to begin assigning users to this role
- Select the Checkboxes next to the users to apply this role.
- Click Assign Selected Users.
Additional Information:
- If you don't see these options, reach out to a Procurify Representative to have granular permissions enabled on your domain.