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  1. Common Questions and Issues for the Customer Experience Team
  • December 22, 2022 21:34
  • Updated

How to assign permission to Manage Financial Accounts

Goal:

  • Assigning permission access to the Financial Accounts section in Procurify  

 

Steps:

  1. On the left-hand navigation bar select Settings 

  2. Select Manage Users 
  3. Select the user you would like to edit permissions for
  4. Select the Roles & Permissions tab at the top of the screen 
  5. Select Edit Permissions
  6. Select the Settings Option
    mceclip1.png
  7. Expand the Finance section by clicking the arrow 
  8. Select the Check boxes of the permission you wish the user to have
    mceclip2.png
  9. Once selected, click the Apply button to save changes

 

Additional Information:

  • N/A
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