TL;DR: Assign specific Locations to each user to control where they can take action within Procurify. This step is required for every user, even if your organization operates out of a single Location.
Prerequisites
Superuser access or a custom role with Manage Users permissions.
Target Locations must already be created in the system.
Note: Labels like "Location" or "Department" may vary based on your domain's custom organizational categories.
Ensure that the user role includes the necessary permissions, such as "Manage Locations," for administrative tasks.
Method 1: Manual Assignment (Individual)
Use this method to precisely control a single user's access across different permission categories.
Go to Settings > Manage Users.
Click the name of the user to open their profile.
Select the Roles & Permissions tab.
Find the permission category you wish to adjust (e.g., Request, Approve, Procure, or Receive).
Tip: Click the drop-down arrow next to a category to assign locations to granular, sub-level permissions.
Click the button in the Assigned Locations column (the button displays the current number of active locations).
In the pop-up, check the boxes for the specific Locations to grant access, or click Assign All Locations for global access.
Click Assign Selected Locations to save.
Method 2: Bulk Update via CSV Import
Use this method for mass updates across your organization. This is only available if Granular Permissions are enabled on your domain.
Go to Settings > Import Data.
Under the Permissions section and click Download Template.
Open the CSV and enter the Location names for each user permission.
Save the file and upload it via the Import Data page to apply changes.
Next Steps
After assigning locations, ask the user to refresh their session. The assigned Locations will then appear in dropdown menus when creating an Order Request or managing a Bill.
For administrative tasks, ensure the user's role includes the "Manage Locations" permission. If this permission is missing, update the role settings and save the changes. If the assigned locations are not visible, verify the user's permissions and ensure they are logged in with the correct account. If issues persist, contact Procurify support for further assistance.