SEO: What's the difference between role and permissions
Users in Procurify can be assigned roles which have defined permissions to access different areas of the Procurify application, such as requesting, approving, or purchasing. Please note that Advance Users and Basic Users are terms only used for specific accounts.
Default Roles Types
This roles below have the default permissions in Procurify. New custom roles can be create and existing Roles can be customized to have various permissions added or removed.
Requesters have access the Request module where they can submit requests for orders, expenses, travel, and spending cards/funds. They can also view the status of their past requests. Requesters do not have access other modules in Procurify.
Approvers have access the Approve tab where they can approve/reject requests, bills, and payments for approval routings that they are assigned to. They can also view the status of requests they previously approved/denied.
Purchasers have access to the Procure tab and can create purchase orders from approved items. They can also edit vendor information and the product catalog. Purchasers have the ability to view all approved order requests.
Receivers have access the Receive tab where they can pass or fail items in order to update the Purchase order status.
Reporters have access to the Reports tab.
Accounts Payable users have access to the Accounts Payable tab and can create bills, payments, reconcile credit cards, and create spend reports. AP users have access to Purchase Orders when creating bills and payments.
Superusers are designed for your organization's Procurify administrators. Superusers have access to the entire organization's Procurify domain, including ability to add/remove users, set up budgets. add/remove locations and departments, edit the approval routing.
Basic and Advanced Users.
Requesters and Receivers are Basic Users. All other roles, including those with custom permissions beyond requesting and receiving, are advanced users.
The number of Advanced User Licences available to your domain is stated in your Procurify contract. Please reach out to a Procurify Representative if you need further information specific to your contract.
- Custom roles can be created for users who need multiple role permissions. Learn how to create a custom role.
- It is not possible to export roles and permissions, but it is possible to export a list of users which includes role information.