Goal:
- Assigning permission access to the Financial Accounts section in Procurify
Steps:
-
On the left-hand navigation bar select Settings
- Select Manage Users
- Select the user you would like to edit permissions for
- Select the Roles & Permissions tab at the top of the screen
- Select Edit Permissions
- Select the Settings Option
- Expand the Finance section by clicking the arrow
- Select the Check boxes of the permission you wish the user to have
- Once selected, click the Apply button to save changes
Additional Information:
- N/A