Managing Purchasing User 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.

View our articles on Creating Purchasing Roles and Adding Users to Purchasing Roles before beginning.

This article will show you, a Certify Administrator, how to manage Purchasing User Roles.

Step 1: On 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.

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Step 2: Click the name of the role.

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Step 3: In the Edit tab you can:

  • Edit the name of the role
  • Edit the Requisition Spending Limit for the role
  • Mark/unmark checkboxes to add/remove permissions from this role.

Once complete, click Update Role.

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Step 4: To remove an employee from a role, start by clicking the Users in Role tab.

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Step 5: Click the remove icon next to the employee you want to remove from the role.

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Step 6: Click OK to confirm.

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Step 7: To Deactivate a role, start by clicking the Edit tab.

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Step 8: Click Deactivate. Deactivating a role saves the role's information (the permissions and Requisition Spending Limit), but disables employees with this Role from using the Role's permissions.

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Step 9: Click OK to confirm.

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Step 10: The role is now deactivated. The role's icon is grayed out on the Configuration page.

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Step 11: To reactivate the role, click Reactivate.

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Step 12: Click OK to confirm.

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Step 13: To Delete the role, click Delete. Deleting a User Role removes the Role itself and all its permissions from employees assigned to the role.

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Step 14: Click OK to confirm. The role disappears from the Configuration page. 

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