Goal:
- how to add new users to Amazon Punchout groups in Procurify
- adding users to Procurify punchout groups
Steps:
-
Head into SETTINGS
- Click Integrations under the Tools category
- To the right of the Amazon, option select the VIEW button
- Beside the Amazon Punchout Group click [...]
- Select Edit Group
- Select the blue EDIT option to view users
- If you wish to invite all users, click the SELECT ALL button.
- To invite an individual user, type in the user's name in the search field and click the checkbox beside the user's name to add them.
- To invite an individual user, type in the user's name in the search field and click the checkbox beside the user's name to add them.
- Select SAVE near the bottom right.
- Click the SAVE CHANGES button.
Additional Information:
- View Setting up groups within Amazon PunchOut & Procurify for more Amazon Punchout Group configuration information.
- Please see Amazon PunchOut Integration Overview for all Amazon set-up information
- Only users with Settings/Tools access can make changes in this section
- Ensure groups are set up on Amazon as well as Procurify