Creating New Purchasing Roles

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Certify Administrators can enable certain employees to have permissions across the entire company or multiple departments, instead of just one department by using User Roles in Certify Purchasing.

This article will show you, a Certify Administrator, how to create new roles.

Step 1: On your Certify Purchasing homepage, click Configuration.

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Step 2: There are two different ways to add roles:

  • Company-Level: To add roles at the company level, click Roles beneath your company name.

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  • Departments: To add roles to departments, start by clicking the plus icon next to the department you'd like to add to. Then, click Roles.

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Please Note: Department roles will apply to the department and its children.

Step 3: Enter the name of the role in the Role Name field.

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Step 4: If this role involves purchasing, enter a maximum amount the employee can spend without approval in the Requisition Spending Limit field. Otherwise, enter $0.

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Step 5: Mark the checkboxes in the Permissions table to give this role permissions.

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Step 6: When complete, click Add Role.

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Step 7: The role will appear in applicable sections.

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View our article on Adding Users to Purchasing Roles for further information.

 

 

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