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Jacob Sewell

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  • Assigning Users to Procurify from Azure

    SSO must be enabled for all users except for one user, who is considered the SSO administrator. This user retains password access in case the IdP (Azure, Okta) is down; they can still log in to Pro...

  • 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...

  • 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...

  • 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 ...

  • 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...

  • 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...

  • 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...

  • Creating your Applications for Procurify in Okta

    Important: These steps are dependent on your Single Sign-on provider, and may change without notice. Always refer to your Single Sign-on provider for the latest instructions. Instructions for Web ...

  • Single Sign-on Overview

      Procurify is compatible with both Okta and Azure Single Sign-on platforms. Configuring Procurify to work with your SSO provider will give your organization deeper security and control over your a...

  • Getting Started With Procurify

      Not sure what Procurify is? Click here to find out how Procurify helps streamline your purchasing process, from requesting an order to recording payments. Table of Contents Branch Locations and ...