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

The following article outlines how to limit what Department order items Receivers can access. If you can't access this feature, please contact a Procurify representative.

This article refers to “Location” and “Department”. Your domain may have different labels due to custom organizational categories.

Steps:

You must be a Superuser or have custom access to Manage Users to perform the following steps.

1. 1. 1. Navigate to Settings → Manage Users 

      2. Select the applicable User

      3. Click the Roles & Permissions tab.

      4. Ensure that the Receiver has the Receive permission.

         • If not, click Edit Permissions and select the Receive permission. Once the permission is added, you should see the Locations and Departments button next to the Receive permission: 

      5. Ensure the applicable Locations are assigned for the Receive permission.

         • If not, Click Locations and select the applicable Locations, then click Assign Selected Locations.

      6. Click Departments for the Receive permission.

      7. Select the applicable Departments, then click Assign Selected Departments.

Once Location(s) and Department(s) are selected, the Receiver will only see Order Items from the Departments that they were assigned to.