Knowledge Base Home
Contact Us
Sign in
  1. Knowledge Base Home
  2. Product Announcements
  3. Common Questions and Issues for the Customer Experience Team
  1. Common Questions and Issues for the Customer Experience Team
  • December 22, 2022 21:34
  • Updated

How to update Receiving access within the Receive list by Location & Department

Goal:

  • Restrict user access to the Receive List by Location and by Department.
  • Limit what Departments Order Items that a Receiver has access to.

The following article outlines how to limit what Department order items Receiver can access. If you do not have access to this feature, contact your Customer Success Manager to discuss gaining access. Due to customization, your interface text may differ. In this article, we are using the default labels Location and Department. Learn more here.


Steps:

      1. Within Settings, select Manage Users under the Setup & Manage section.

      2. Select a User from within the list.

      3. Select the Roles & Permissions tab.

      4. Make sure the Receiver has the Receive permission. If not, click on Edit Permissions at the top, and check the box to add the Receive permission. Once the permission is added, you should see the Locations and Departments button next to the Receive permission: 

      5. If the Locations have been assigned, continue to step 6. If not, select the Locations button next to the Receive permission to select the appropriate Locations. Once all of the Locations have been checked, select the blue Assign Selected Locations button.

      6. Next, select the Departments button.
      7. Check the Departments you want the user to be able to Receive for, then select the blue Assign Selected Departments button. Make sure to add at least 1 department to Receive, since by default the departments assigned will be 0. Once both Location(s) and Department(s) are selected, the Receiver will only see Order Items from the Departments that they were assigned to.

 

Additional Information:

  • This feature can only be turned on by a Procurify team member. You will know this setting is not available to you if you do not see an "Assigned Departments" column next to the Assigned Locations column within a User's Roles & Permissions. 
Was this article helpful?
0 out of 0 found this helpful
Return to top