Add a User who can raise a Purchase Order (+ Video)

You can create a new user who can raise Purchase Orders.

Introduction

Add a User

Staff Credentials

Security

Access Persona

Watch the Video image-png-Sep-28-2022-07-39-33-78-PM


Introduction

You can add a new User who can then add Purchase Orders in the App or in the browser.

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Add a User

Click here to see how to add a New User

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Staff Credentials

The person will need the Staff credentials with their email address and the Branch they belong to.

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Security

On the Security Tab, they will need the Security Group of Only Raises Purchase Orders.

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Access Persona

On the Access Persona tab, they will need an Access Persona of Purchase Orders only (for a selected Branch OR Project).

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Watch the Video Video icon tiny

 

Watch here as Charlie takes you through the process in the browser:

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Last updated: 3 October 2022