Answer:
There are two reasons why a user cannot view a Purchase Order or a Procure tab: This may also manifest as an 'Access Restricted' error when attempting to access or comment on a Purchase Order.
role permission issue
Location permission issue.
Solution #1
If access to a certain area within the application is limited, such as access to the Procure tab, it is likely that your permissions or role need(s) to be adjusted. These changes will need to be made by your account administrator or a user with access to the appropriate section within the Procurify Settings. Before making any changes, it is recommended to contact your Procurify admin to inform them about the issue and request the necessary permissions.
Steps for Assigning Procure Permission:
Navigate to Settings → Manage Users
Select the applicable user
Click Roles & Permissions beneath the user's name
Click Edit Permissions
Using the checkbox, select Procure, or use the drop-down arrow to expand the permissions and select Create and View Purchase Orders.
Click Apply
Solution #2
If the user has the Procure role but cannot access a specific Purchase Order (PO), the restriction is based on the Billing address of the PO and not the Location or Department of the order items.
Steps for Assigning Procure Location Permission:
Navigate to Settings → Manage Users
Select the applicable user
Click Roles & Permissions beneath the user's name
Ensure that the user has Procure Permissions.
Click Locations next to Procure
Select the applicable Locations
Click Assign selected locations
If your domain has Procure by Department enabled, check that the applicable departments have been selected. Note that no specific location or department assignment is required for the basic 'Create and view purchase orders' permission.
Select the Departments button beside Procure
Select the checkbox next to the applicable Departments
Select Assign selected departments
Additional Information:
For steps on making changes to a user's accessibility please see How to Adjust a Specific Users Permissions. - If you can access other ticket types like Order Requests but not Purchase Orders, it indicates limited permissions for specific ticket types. Ensure your admin reviews all necessary permissions for your role.