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Jacob Sewell

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Activity overview

Latest activity by Jacob Sewell
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    Jacob Sewell created an article,

    Customizing the Settings Page

    Procurify supports customized access to each module, and the Settings page. The Settings page in Procurify has many useful tools, but not all tools are relevant to every user. Restricting access to...

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    Jacob Sewell created an article,

    Assigning User Locations

    After creating a role and applying it to your user, locations must be applied to your users' roles. Locations determine which parts of the system your users have access to, based on the locations s...

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    Jacob Sewell created an article,

    User Access Levels in Procurify

    In Procurify, user access is handled in this way: Users are added to Procurify and must be given a Role. A Role is a grouping of Permissions that determine what a user does and does not have acces...

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    Jacob Sewell created an article,

    Managing User Roles and Permissions

    Procurify supports customized access to each module, and the Settings page. Customize what your users see by toggling different permissions off and on for their user roles. 1. Navigate to Settings ...

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    Jacob Sewell created an article,

    Applying User Roles

    In order to use Procurify, each user must have a role enabled, along with assigned permissions and locations. Roles provide access to different sections in Procurify, and can be chosen from a pre-s...

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    Jacob Sewell created an article,

    Granular Permissions

      What is Granular Permissions? Granular permissions provides users with the ability to restrict and provide access to nearly every section in Procurify. With granular permissions enabled, you can...

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    Jacob Sewell created an article,

    Setting a Mileage Rate for Expense Requests

    Setting a Mileage Rate for Expense Requests allows Superusers to set default values for Requesters, ensuring that the correct rate is always selected. Navigate to Settings Select Customize Reques...

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    Jacob Sewell created an article,

    Apply Multiple Account Codes to an Unbilled Item

    Applying multiple account codes to an item before it is billed allows your departments to share in the cost of an item so that the entire dollar amount isn't taken from a single budget. Changes mad...

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    Jacob Sewell created an article,

    Auto-receive items when creating purchase orders

      In the Procure tab when creating a new purchase order, purchase order items can now be marked as Auto-receive which will receive the entire line quantity. This will make it quicker and easier fo...

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    Jacob Sewell created an article,

    Importing Roles

    The Import Roles function can be used to complete several tasks related to user profiles in Procurify. Use this article for instructions on how to properly use the import template. Adding Roles to ...