Goal:
- how to add new users to Punchout groups in Procurify
- adding users to Procurify PunchOut groups
You must be a Superuser or have custom permission to PunchOut Supplier Settings to complete the following steps.
Steps:
-
Navigate to Settings → PunchOut Suppliers
- Select the View button under the applicable PunchOut
- Click the options button
next to the PunchOut Group and click Edit Group
- Click Edit next to the Group Access field
- Use the checkboxes to select users to assign access to this PunchOut group. Use the search field to type in and locate users as needed.
- To invite all users, click Select all users.
- Click Save
- Click Complete Integration.
Step-by-step walkthrough: