Overview

Need to Make Changes to a User?

If you need to update a user's information - such as their name, email, role, or permissions - you can do so by editing a user.


Administrators only: This is an Admin-only feature.

Web-Only: This feature is not available on the mobile app.


How to edit a user 


Step 1. Select Users from the left navigation bar:


Step 2. Find and click on the user from the table. 

  • The user form will appear.


Step 3. Make the necessary changes to the user. 


Here the administrator can make changes to:

  • Set as a buyer
    • Turning on Buyer allows the user to be selected as a buyer on requisitions.
    • Buyers create orders or issue POs from requisitions.



Admins can also add or remove the user from projects:



And choose optional settings, Add user to new projects automatically:



Enabling this option will:

  • Add the user to all newly created projects (not existing ones).

  • Allow admins to configure additional project settings for the user.


Once enabled, admins can choose to toggle the following:


Subscribe User to Project Spend Notifications


If enabled, the user will be CC’d on all:

  • Purchase Orders

  • Change Orders

  • In-Store POs

Note:

  • Applies only to newly created projects.
  • Users or admins can also toggle this on/off per project.


Approver Settings (Invoices, Expenses, Requisitions)


Turning on these toggles will automatically make the user available as an approver for these order types on all newly created projects.


Note:

  • Does not apply to previously created or previously joined projects.
  • Admins can also adjust this per project.



Step 4. Scroll down and click Save.



See Also


  

Need help?

Reach out to our Customer Support team: