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Receive by Department
Vanessa D
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0 step
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22 seconds
Procurify
1
Head into Settings & Select Manage Users. You can locate the intended user by typing in their name in the search bar.
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2
Click the intended users name to open their Profile Permissions.
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Click "Roles & Permissions"
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To the right of the Receive permission, select the Locations bubble.
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Click the checkbox to assign the Location to the user.
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Ensure you select "Assign Selected Locations" once you have checked off the intended locations.
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Click the Departments bubble to assign Departments to the Reciever
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Select the checkboxes of the Departments the receiver should have access to.
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Make sure to click " Assign Selected Departments" or the changes will not save.
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With the Locations & Departments assigned the Receiver will now only see orders ready to be received by the intended departments.
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