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How to import User Permissions
How to import User Permissions
Updated over a week ago

Goal:

  • Import user permission data into Procurify via a CSV file

The following article outlines how to Import User Permissions.

This article refers to “Location” and “Department”. Your domain may have different labels due to custom organizational categories.


Steps:

  1. Navigate to Settings → Import Data

  2. Click Download Template next to User Permissions

  3. Fill out the required columns and save the file to your computer.

  4. Navigate to Settings → Import Data and select Import CSV File next to User Permissions.

  5. Click Upload to select the file, and click Import.

Additional information:

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