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  1. FAQ - Importing & Exporting Data
  • December 22, 2022 21:41
  • Updated

What are a list of user permission names used for importing?

Question:

  • Refer to this article for a list of permission names for importing user permissions in Procurify. 

 

Answer:

PERMISSION NAMES GRANT ACCESS TO LOCATION ASSIGNMENT AVAILABLE (Yes/No)
add_order Request for order YES
add_expensereport Request for expense YES
add_travel Request for travel YES
     
approve_order Approve order YES
approve_expensereport Approve expense reports YES
approve_travel Approve travel reports YES
approve_bill Approve bills NO
approve_payment Approve payments NO
     
add_po Create & view purchase orders YES
add_vendor Manage Vendors NO
add_catalogitems Manage product catalog NO
     
receive_po Receive purchase orders YES
     
add_budget Manage budgets NO
add_accountcode Manage chart of accounts NO
manage_budget_correction Manage budget correction NO
     
view_reports_orders_by_vendor View orders by vendor NO
view_reports_orders_by_user View orders by user NO
view_reports_orders_by_department View orders by department NO
view_reports_expenses_by_department View expenses by department NO
     
add_bill Bills / Unbilled PO Items / Unbilled Expense Items NO
add_payment Payment Processing / Payee Management / Payment Log NO
add_statement Credit card reconciliation NO
view_reports_accrual View Accrual Report NO
view_reports_spend_tracker View Overall Spend NO
view_reports_expense_records View Expense report NO
view_reports_receiving_summary View Receiving Summary NO
     
add_companyaccount Manage locations & departments YES
add_user Manage users NO
export_data Export data NO
import_data Import data NO
add_permission Manage roles & permissions NO
add_approverlist Manage approval routing NO
approver_watchlist Manage approval watchlist NO
report_access Manage report access NO
add_currency Manage currency NO
allow_overbudget Manage budget preferences NO
add_tax Manage taxes NO
add_creditcard Manage credit card & bank accounts NO
customize_bill_costs Customize bill costs NO
add_monthclose Manage closing months NO
add_unit Manage units of measurement NO
customize_rfo_fields Customize order form fields NO
customize_po_fields Customize PO fields NO
manage_catalog_permission Manage product catalog settings NO
add_integration Access integrations NO

 

Additional Information:

  • Import Data into Procurify 
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