- Import user permission data into Procurify via a CSV file
The following article outlines how to Import User Permissions. The following import for User Permission feature (Granular Permissions) is an advanced feature. If you would like to add this feature to your account, please reach out to your Customer Success Manager.
Download the template, available at the bottom of the following article, titled Permissions_Import.csv
- Within the excel template, there are four columns: Email, Permission, Location, and Action on Duplicate. An explanation of each column is available below.
- Email: The email must match a User that already exists in the system, otherwise it will not work
- Permission: Name the permission you want to assign. Click here for a list of permission names.
- Location: Name of the Location you want to apply the permission to. All permissions will apply to the location you enter here.
- Action on Duplicate:
- Option 1: Leave this field blank if permissions have never been assigned to this user
- Option 2: Type Keyword IGNORE if you want to ignore the row
- Option 3: Type Keyword UPDATE if you want to update the users' approval permissions
- Fill out the required columns and save the file to your computer.
- When complete, return to SETTINGS → Import Data and select IMPORT CSV FILE next to Permissions.
- Select Browse & Upload CSV. If completed properly, you will see a success screen.