Adding Users to Purchasing Roles

Follow

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.

In order to add users to these roles, you must first Create Purchasing Roles.

Step 1: Within your Department Configuration page in Certify Purchasing, click the plus icon next to the Roles heading under the department in which you created the role, or click Roles under your company name.

calvin_edit_6.png

Step 2: Click the name of the role.

calvin_edit_7.png

Step 3: Click the Add User tab.

calvin_edit_8.png

Step 4: To search for an employee, enter the employee's first or last name in the field provided. Then, click Search.

calvin_edit_9.png

Step 5: The employee's name and department appear below. Click the Add to Role icon to add this employee to the role.

calvin_edit_10.png

Step 6: Click the Users in Role tab to see that the employee now has this permission.

calvin_edit_11.png

View our article on Managing Purchasing User Roles for further information.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request